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Goldman Sachs Small Cap Growth Insights Fd Inst Cl: (MF: GSIOX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$26.61 USD
+0.50 (1.92%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.53 | 9 |
| 3 months | 7.57 | 15 |
| 6 months | 7.70 | 51 |
| 1 Year | 22.62 | 11 |
| 3 Year | 0.36 | 62 |
| 5 Year | 8.31 | 76 |
| 10 Year | 8.39 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.24 |
| Bull Market (2/09 - 3/21) | 700.34 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 14.08 |
| 5 Year | 5.95 |
| 10 Year | 7.58 |
| Since Inception | 7.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.81 | -2.16 | NA | NA |
| 2023 | 6.23 | 8.50 | -6.15 | 12.12 |
| 2022 | -13.12 | -19.01 | -1.83 | 5.55 |
| 2021 | 6.84 | 6.06 | -3.43 | 1.49 |
| 2020 | -29.62 | 28.38 | 3.78 | 26.10 |
| 2019 | 16.21 | 2.67 | -3.43 | 9.80 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.53 | 21.29 | -27.08 | 11.07 | 18.23 | 26.50 | -7.15 | 18.37 | 13.89 | 0.61 | 6.72 |
| % Total Return Rel to Index | -3.01 | -4.95 | -8.88 | -17.60 | -0.16 | -4.98 | -2.75 | -3.41 | 1.95 | -0.77 | -6.92 |
| % Total Return Rel to Peer | 5.96 | 5.21 | -7.57 | -8.24 | -0.75 | 1.07 | 3.62 | 2.78 | -2.05 | 5.33 | 4.04 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.07 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.36 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 29.17 | 1.41 | 0.49 | 3.80 | 1.52 | 0.00 | 2.69 | 1.78 |
| Expense Ratio | 0.84 | 0.85 | 0.84 | 0.84 | 0.84 | 0.85 | 0.84 | 0.85 | 0.85 | 0.86 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%