Goldman Sachs Small Cap Equity Insights Fund Institutional Shares: (MF: GCSIX)
(NASDAQ Mutual Funds) As of Sep 11, 2024 08:00 PM ET
$29.24 USD
+0.09 (0.31%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.45 | 7 |
3 months | 13.72 | 17 |
6 months | 17.87 | 10 |
1 Year | 21.08 | 7 |
3 Year | 5.96 | 28 |
5 Year | 9.78 | 42 |
10 Year | 9.78 | 22 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 99.39 |
Bear Market (10/07 - 2/09) | -53.39 |
Bull Market (2/09 - 3/21) | 705.00 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 15.25 |
5 Year | 7.78 |
10 Year | 7.97 |
Since Inception | 7.34 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.51 | -2.41 | NA | NA |
2023 | 3.98 | 6.40 | -4.13 | 14.58 |
2022 | -7.54 | -16.29 | -3.94 | 7.65 |
2021 | 14.44 | 6.94 | -2.00 | 3.27 |
2020 | -32.99 | 24.33 | 2.53 | 25.20 |
2019 | 13.90 | 2.31 | -1.26 | 9.01 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.45 | 21.54 | -19.97 | 23.86 | 6.94 | 25.43 | -8.84 | 11.82 | 22.52 | -1.36 | 6.86 |
% Total Return Rel to Index | -0.25 | -4.70 | -1.77 | -4.82 | -11.45 | -6.05 | -4.44 | -9.97 | 10.58 | -2.75 | -6.78 |
% Total Return Rel to Peer | 5.42 | 5.46 | -0.45 | 4.54 | -12.04 | 0.00 | 1.93 | -3.77 | 6.57 | 3.35 | 4.19 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 0.19 | 0.19 | 0.00 | 0.14 | 0.14 | 0.05 | 0.07 | 0.14 | 0.11 | 0.06 |
% Yield | 0.00 | 0.70 | 0.82 | 0.00 | 0.47 | 0.50 | 0.22 | 0.25 | 0.56 | 0.55 | 0.33 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.84 | 0.85 | 0.84 | 0.84 | 0.84 | 0.85 | 0.84 | 0.84 | 0.85 | 0.86 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%