Goldman Sachs Strategic Growth Fund Investor Class: (MF: GSTTX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$13.00 USD
+0.08 (0.62%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.86 | 21 |
3 months | 7.22 | 7 |
6 months | 16.86 | 21 |
1 Year | 27.69 | 21 |
3 Year | 6.99 | 38 |
5 Year | 16.45 | 11 |
10 Year | 14.40 | 9 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 979.31 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 27.69 |
5 Year | 16.44 |
10 Year | 14.40 |
Since Inception | 16.21 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.99 | 7.22 | NA | NA |
2023 | 14.59 | 13.50 | -3.96 | 13.77 |
2022 | -11.03 | -23.09 | -3.67 | 2.41 |
2021 | 0.08 | 11.44 | 1.48 | 7.65 |
2020 | -14.35 | 28.18 | 14.37 | 12.61 |
2019 | 16.82 | 4.56 | 0.97 | 9.80 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.86 | 42.10 | -32.50 | 21.86 | 41.39 | 35.43 | -1.29 | 30.53 | 1.66 | 3.25 | 13.42 |
% Total Return Rel to Index | 1.56 | 15.86 | -14.30 | -6.82 | 22.99 | 3.94 | 3.09 | 8.74 | -10.26 | 1.86 | -0.22 |
% Total Return Rel to Peer | 6.20 | 19.10 | -12.80 | -0.19 | 21.47 | 7.00 | 5.56 | 9.85 | -6.15 | 4.85 | 5.21 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.02 | 0.06 | 0.06 | 0.03 | 0.02 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.21 | 0.37 | 0.52 | 0.26 | 0.14 |
Capital Gains ($) | 0.00 | 0.50 | 0.98 | 1.51 | 1.76 | 1.55 | 4.27 | 2.97 | 0.36 | 0.69 | 2.07 |
Expense Ratio | 0.78 | 0.81 | 0.86 | 0.87 | 0.89 | 0.89 | 0.89 | 0.90 | 0.90 | 0.90 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%