Back to top
Goldman Sachs U.s. Equity Insights Fund Class A: (MF: GSSQX)
(NASDAQ Mutual Funds) As of Aug 27, 2024 08:00 PM ET
$68.44 USD
+0.07 (0.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.38 | 15 |
| 3 months | 7.34 | 50 |
| 6 months | 13.15 | 31 |
| 1 Year | 21.95 | 16 |
| 3 Year | 7.76 | 46 |
| 5 Year | 13.48 | 22 |
| 10 Year | 11.63 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.43 |
| Bear Market (10/07 - 2/09) | -52.18 |
| Bull Market (2/09 - 3/21) | 760.98 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 19.86 |
| 5 Year | 12.66 |
| 10 Year | 10.95 |
| Since Inception | 9.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.16 | 5.12 | NA | NA |
| 2023 | 6.32 | 7.33 | -3.36 | 11.96 |
| 2022 | -5.40 | -16.94 | -3.48 | 6.01 |
| 2021 | 6.81 | 9.07 | 2.16 | 8.44 |
| 2020 | -19.44 | 22.74 | 8.69 | 9.62 |
| 2019 | 13.03 | 2.18 | 0.72 | 7.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.38 | 23.48 | -19.61 | 29.09 | 17.81 | 25.40 | -6.78 | 23.43 | 10.73 | -1.22 | 15.28 |
| % Total Return Rel to Index | -0.32 | -2.75 | -1.41 | 0.41 | -0.58 | -6.08 | -2.38 | 1.63 | -1.20 | -2.61 | 1.64 |
| % Total Return Rel to Peer | 4.08 | 8.20 | -8.82 | 4.75 | 9.60 | -0.23 | 0.78 | 6.02 | -0.59 | 1.98 | 6.39 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 3.00 | 3.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.21 | 0.34 | 0.24 | 0.27 | 0.70 | 0.16 | 0.45 | 0.30 | 0.38 | 0.29 |
| % Yield | 0.00 | 0.35 | 0.68 | 0.31 | 0.43 | 1.29 | 0.36 | 0.84 | 0.66 | 0.90 | 0.66 |
| Capital Gains ($) | 0.00 | 1.20 | 0.00 | 15.57 | 2.23 | 0.00 | 1.66 | 4.38 | 1.39 | 1.19 | 0.00 |
| Expense Ratio | 0.92 | 0.93 | 0.93 | 0.93 | 0.94 | 0.94 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%