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Goldman Sachs Large Cap Value Insights Fund Class C: (MF: GCVCX)
(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET
$24.09 USD
+0.03 (0.13%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.36 | 44 |
| 3 months | 3.49 | 50 |
| 6 months | 13.39 | 51 |
| 1 Year | 22.12 | 51 |
| 3 Year | 4.99 | 69 |
| 5 Year | 9.47 | 76 |
| 10 Year | 7.50 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.95 |
| Bear Market (10/07 - 2/09) | -56.18 |
| Bull Market (2/09 - 3/21) | 470.97 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 19.41 |
| 5 Year | 8.65 |
| 10 Year | 7.92 |
| Since Inception | 5.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.33 | NA | NA | NA |
| 2023 | 0.40 | 3.43 | -2.40 | 8.29 |
| 2022 | -1.14 | -13.33 | -4.93 | 11.30 |
| 2021 | 10.80 | 6.26 | 0.76 | 7.70 |
| 2020 | -27.39 | 15.85 | 5.60 | 12.93 |
| 2019 | 11.17 | 0.90 | 0.59 | 6.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.36 | 9.76 | -9.35 | 27.78 | 0.31 | 19.63 | -9.81 | 18.11 | 13.60 | -3.68 | 13.08 |
| % Total Return Rel to Index | -2.94 | -16.48 | 8.85 | -0.89 | -18.09 | -11.85 | -5.42 | -3.68 | 1.66 | -5.07 | -0.56 |
| % Total Return Rel to Peer | 0.35 | -5.52 | 1.44 | 3.44 | -7.89 | -6.01 | -2.25 | 0.70 | 2.28 | -0.46 | 4.19 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 2.00 | 5.00 | 5.00 | 5.00 | 3.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.01 | 0.09 | 0.06 | 0.07 | 0.13 | 0.15 | 0.05 | 0.17 | 0.08 | 0.11 | 0.04 |
| % Yield | 0.03 | 0.34 | 0.29 | 0.24 | 0.59 | 0.66 | 0.25 | 0.75 | 0.43 | 0.67 | 0.22 |
| Capital Gains ($) | 0.00 | 0.53 | 0.46 | 4.15 | 0.00 | 0.00 | 1.06 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.68 | 1.68 | 1.68 | 1.69 | 1.70 | 1.70 | 1.71 | 1.71 | 1.71 | 1.71 |
* 1 = Top 20%, 5 = Bottom 20%