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Goldman Sachs Technology Opportunities Fund Investor Class: (MF: GISTX)
(NASDAQ Mutual Funds) As of Aug 30, 2024 08:00 PM ET
$32.35 USD
+0.55 (1.73%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.49 | 65 |
| 3 months | 6.40 | 86 |
| 6 months | 10.68 | 75 |
| 1 Year | 26.33 | 46 |
| 3 Year | 5.02 | 50 |
| 5 Year | 16.12 | 45 |
| 10 Year | 16.77 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 35.83 |
| 5 Year | 17.42 |
| 10 Year | 17.09 |
| Since Inception | 15.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.47 | 6.72 | NA | NA |
| 2023 | 19.97 | 15.45 | -3.80 | 18.68 |
| 2022 | -13.32 | -24.21 | -4.86 | -2.60 |
| 2021 | 2.11 | 11.74 | 1.69 | 4.80 |
| 2020 | -9.21 | 30.77 | 9.72 | 11.95 |
| 2019 | 18.56 | 6.04 | 0.27 | 9.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.49 | 58.15 | -39.13 | 21.62 | 45.83 | 38.18 | 2.47 | 38.34 | 6.42 | 7.88 | 10.28 |
| % Total Return Rel to Index | -1.21 | 31.91 | -20.93 | -7.05 | 27.43 | 6.69 | 6.86 | 16.54 | -5.50 | 6.49 | -3.36 |
| % Total Return Rel to Peer | -1.96 | 10.70 | -2.04 | 3.60 | -3.55 | -0.03 | 6.33 | 3.88 | -4.24 | 3.94 | -0.15 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 4.00 | 3.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 3.99 | 5.30 | 2.65 | 3.70 | 5.06 | 1.76 | 0.91 | 1.58 | 1.47 |
| Expense Ratio | 0.90 | 0.97 | 1.00 | 1.01 | 1.02 | 1.09 | 1.13 | 1.16 | 1.22 | 1.23 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%