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Goldman Sachs Strategic Growth Fund Service Shares: (MF: GSTSX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$9.22 USD
+0.07 (0.77%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.62 | 22 |
| 3 months | 7.07 | 8 |
| 6 months | 16.62 | 22 |
| 1 Year | 27.12 | 23 |
| 3 Year | 6.52 | 43 |
| 5 Year | 15.96 | 14 |
| 10 Year | 13.96 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 81.82 |
| Bear Market (10/07 - 2/09) | -48.33 |
| Bull Market (2/09 - 3/21) | 922.10 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 27.12 |
| 5 Year | 15.96 |
| 10 Year | 13.96 |
| Since Inception | 7.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.91 | 7.07 | NA | NA |
| 2023 | 14.63 | 13.32 | -4.08 | 13.64 |
| 2022 | -11.10 | -23.17 | -3.85 | 2.26 |
| 2021 | 0.00 | 11.36 | 1.34 | 7.53 |
| 2020 | -14.48 | 28.19 | 14.30 | 12.41 |
| 2019 | 16.68 | 4.49 | 0.88 | 9.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.62 | 41.59 | -32.85 | 21.37 | 40.84 | 34.90 | -1.64 | 30.10 | 1.27 | 3.02 | 13.02 |
| % Total Return Rel to Index | 1.32 | 15.35 | -14.64 | -7.31 | 22.44 | 3.41 | 2.74 | 8.30 | -10.66 | 1.63 | -0.61 |
| % Total Return Rel to Peer | 5.96 | 18.59 | -13.15 | -0.68 | 20.92 | 6.47 | 5.21 | 9.42 | -6.54 | 4.62 | 4.82 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.04 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.33 | 0.11 | 0.00 |
| Capital Gains ($) | 0.00 | 0.50 | 0.98 | 1.51 | 1.76 | 1.55 | 4.27 | 2.97 | 0.36 | 0.69 | 2.07 |
| Expense Ratio | 1.25 | 1.26 | 1.25 | 1.25 | 1.26 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%