Back to top
more

Goldman Sachs U.s. Equity Dividend And Premium Fund Insti Class: (MF: GSPKX)

(NASDAQ Mutual Funds) As of Jul 9, 2024 08:00 PM ET

$16.85 USD

+0.02 (0.12%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2024

Total Return %* Percentile Rank Objective
YTD 9.02 33
3 months 3.66 46
6 months 12.38 61
1 Year 21.03 59
3 Year 7.78 32
5 Year 12.74 38
10 Year 10.25 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.30
Bull Market (2/09 - 3/21) 608.44

Load Adjusted Returns as of May 31, 2024

1 Year 21.97
5 Year 11.84
10 Year 10.42
Since Inception 8.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.47 NA NA NA
2023 6.89 7.07 -2.86 9.10
2022 -2.93 -14.05 -5.04 7.83
2021 6.08 6.33 0.10 8.78
2020 -19.42 19.10 7.53 10.61
2019 11.57 3.07 2.07 6.50

Annual Return

20242023202220212020201920182017201620152014
% Total Return 9.0221.30-14.5822.8414.1525.03-6.2315.2913.132.5110.88
% Total Return Rel to Index -2.27-4.943.62-5.83-4.24-6.45-1.83-6.501.201.12-2.76
% Total Return Rel to Peer 1.016.02-3.79-1.495.94-0.601.33-2.111.815.731.99
% Perf Quintile vs Peer* 0.002.004.004.002.004.003.004.003.001.003.00
% Dividends 0.050.220.220.200.230.260.260.240.230.240.27
% Yield 0.301.341.511.141.501.782.081.671.761.952.10
Capital Gains ($) 0.000.730.710.780.780.650.650.560.440.470.47
Expense Ratio 0.000.690.710.710.720.750.740.740.760.770.79

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