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Goldman Sachs Strategic Growth Fund Class R: (MF: GSTRX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$8.76 USD
+0.07 (0.81%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.60 | 22 |
| 3 months | 7.10 | 8 |
| 6 months | 16.60 | 22 |
| 1 Year | 27.17 | 22 |
| 3 Year | 6.46 | 44 |
| 5 Year | 15.86 | 14 |
| 10 Year | 13.84 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 904.80 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.17 |
| 5 Year | 15.86 |
| 10 Year | 13.84 |
| Since Inception | 15.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.87 | 7.10 | NA | NA |
| 2023 | 14.50 | 13.40 | -4.02 | 13.63 |
| 2022 | -11.16 | -23.15 | -3.87 | 2.21 |
| 2021 | 0.00 | 11.35 | 1.29 | 7.53 |
| 2020 | -14.40 | 27.96 | 14.27 | 12.37 |
| 2019 | 16.64 | 4.48 | 0.79 | 9.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.60 | 41.61 | -32.92 | 21.29 | 40.63 | 34.69 | -1.82 | 30.00 | 1.08 | 2.88 | 12.90 |
| % Total Return Rel to Index | 1.29 | 15.36 | -14.72 | -7.39 | 22.23 | 3.20 | 2.56 | 8.20 | -10.85 | 1.49 | -0.73 |
| % Total Return Rel to Peer | 5.93 | 18.61 | -13.22 | -0.76 | 20.71 | 6.27 | 5.03 | 9.32 | -6.73 | 4.48 | 4.70 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.04 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.39 | 0.12 | 0.00 |
| Capital Gains ($) | 0.00 | 0.50 | 0.98 | 1.51 | 1.76 | 1.55 | 4.27 | 2.97 | 0.36 | 0.69 | 2.07 |
| Expense Ratio | 1.28 | 1.31 | 1.36 | 1.37 | 1.40 | 1.39 | 1.39 | 1.40 | 1.40 | 1.40 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%