Back to top
Goldman Sachs Small Cap Equity Insights Fund Investor Class: (MF: GDSTX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$26.95 USD
+0.48 (1.81%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.04 | 14 |
| 3 months | -1.86 | 24 |
| 6 months | 7.04 | 14 |
| 1 Year | 15.78 | 12 |
| 3 Year | 1.16 | 40 |
| 5 Year | 7.79 | 51 |
| 10 Year | 7.89 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 615.07 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.78 |
| 5 Year | 7.78 |
| 10 Year | 7.89 |
| Since Inception | 8.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.08 | -1.86 | NA | NA |
| 2023 | 3.96 | 6.37 | -4.19 | 12.89 |
| 2022 | -7.55 | -16.34 | -3.96 | 7.60 |
| 2021 | 14.36 | 6.94 | -2.04 | 3.26 |
| 2020 | -32.98 | 24.27 | 2.52 | 25.15 |
| 2019 | 13.81 | 2.30 | -1.28 | 8.93 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.04 | 19.61 | -20.07 | 23.71 | 6.87 | 25.20 | -8.93 | 11.67 | 22.28 | -1.46 | 6.73 |
| % Total Return Rel to Index | -8.26 | -6.63 | -1.87 | -4.97 | -11.53 | -6.28 | -4.54 | -10.12 | 10.34 | -2.85 | -6.91 |
| % Total Return Rel to Peer | 3.82 | 3.53 | -0.56 | 4.39 | -12.12 | -0.22 | 1.83 | -3.92 | 6.33 | 3.26 | 4.06 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.17 | 0.16 | 0.00 | 0.11 | 0.12 | 0.04 | 0.01 | 0.13 | 0.09 | 0.02 |
| % Yield | 0.00 | 0.66 | 0.74 | 0.00 | 0.39 | 0.43 | 0.20 | 0.07 | 0.55 | 0.48 | 0.12 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.60 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.96 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.99 | 0.99 | 1.01 | 1.02 |
* 1 = Top 20%, 5 = Bottom 20%