Goldman Sachs Small/mid-cap Growth Fund Class C: (MF: GSMGX)
(NASDAQ Mutual Funds) As of Aug 16, 2024 08:00 PM ET
$14.36 USD
-0.03 (-0.21%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.72 | 64 |
3 months | 1.19 | 99 |
6 months | 9.89 | 87 |
1 Year | 10.06 | 78 |
3 Year | -4.50 | 86 |
5 Year | 8.62 | 60 |
10 Year | 9.46 | 28 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -49.17 |
Bull Market (2/09 - 3/21) | 687.47 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 8.45 |
5 Year | 8.24 |
10 Year | 8.57 |
Since Inception | 9.30 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.52 | -5.48 | NA | NA |
2023 | 6.61 | 3.86 | -8.30 | 11.33 |
2022 | -16.36 | -20.72 | 1.55 | 5.14 |
2021 | 0.94 | 6.76 | 0.43 | -1.28 |
2020 | -17.84 | 35.49 | 9.75 | 23.89 |
2019 | 19.53 | 6.95 | -3.51 | 10.84 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.72 | 13.05 | -29.19 | 6.86 | 51.38 | 36.73 | -6.57 | 26.82 | -1.00 | -1.95 | 9.82 |
% Total Return Rel to Index | -6.98 | -13.18 | -10.99 | -21.82 | 32.98 | 5.24 | -2.17 | 5.03 | -12.94 | -3.34 | -3.82 |
% Total Return Rel to Peer | -1.30 | -3.02 | -9.67 | -12.45 | 32.38 | 11.29 | 4.20 | 11.22 | -16.95 | 2.77 | 7.15 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.77 | 3.84 | 3.02 | 3.65 | 2.88 | 0.69 | 0.73 | 1.71 |
Expense Ratio | 2.00 | 2.01 | 1.97 | 1.96 | 2.02 | 2.01 | 2.03 | 2.04 | 2.06 | 2.08 | 2.08 |
* 1 = Top 20%, 5 = Bottom 20%