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Goldman Sachs Small Cap Value Insights Fund Inst Cl: (MF: GSITX)

(NASDAQ Mutual Funds) As of Jul 29, 2024 08:00 PM ET

$65.26 USD

-0.67 (-1.02%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 3.17 42
3 months -1.56 18
6 months 3.17 42
1 Year 15.50 13
3 Year 2.86 23
5 Year 8.71 35
10 Year 7.87 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.79
Bull Market (2/09 - 3/21) 600.67

Load Adjusted Returns as of Jun 30, 2024

1 Year 15.50
5 Year 8.71
10 Year 7.87
Since Inception 6.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 4.80 -1.56 NA NA
2023 1.12 3.79 -2.62 14.96
2022 -1.85 -14.73 -5.11 8.88
2021 20.73 6.41 -1.17 5.07
2020 -36.47 21.97 1.52 27.52
2019 11.85 2.00 0.03 8.22

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.1717.50-13.5533.400.3223.52-10.677.4931.57-4.806.18
% Total Return Rel to Index -12.13-8.744.654.72-18.07-7.96-6.28-14.2919.63-6.18-7.46
% Total Return Rel to Peer -0.051.425.9614.09-18.67-1.910.10-8.1015.62-0.073.50
% Perf Quintile vs Peer* 0.002.002.001.005.004.003.005.001.004.002.00
% Dividends 0.000.770.620.440.390.390.320.330.410.440.28
% Yield 0.001.291.190.580.670.670.620.520.670.900.54
Capital Gains ($) 0.000.000.6614.960.000.003.844.711.582.040.59
Expense Ratio 0.000.850.840.840.840.870.840.840.850.850.87

* 1 = Top 20%, 5 = Bottom 20%