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Goldman Sachs Us Equity Insights Fd Cl R: (MF: GSURX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$68.15 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.95 | 2 |
| 3 months | 8.48 | 7 |
| 6 months | 13.88 | 5 |
| 1 Year | 30.26 | 2 |
| 3 Year | 7.92 | 45 |
| 5 Year | 14.74 | 20 |
| 10 Year | 11.41 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 766.97 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 25.52 |
| 5 Year | 13.49 |
| 10 Year | 11.21 |
| Since Inception | 9.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.43 | 4.55 | NA | NA |
| 2023 | 6.26 | 7.26 | -3.41 | 11.54 |
| 2022 | -5.46 | -17.01 | -3.55 | 5.97 |
| 2021 | 6.73 | 9.01 | 2.09 | 8.38 |
| 2020 | -19.49 | 22.67 | 8.63 | 9.56 |
| 2019 | 12.95 | 2.13 | 0.65 | 7.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.95 | 22.80 | -19.81 | 28.76 | 17.53 | 25.08 | -7.00 | 23.11 | 10.44 | -1.47 | 15.03 |
| % Total Return Rel to Index | 2.40 | -3.44 | -1.61 | 0.07 | -0.86 | -6.41 | -2.60 | 1.32 | -1.49 | -2.86 | 1.39 |
| % Total Return Rel to Peer | 7.13 | 7.52 | -9.02 | 4.41 | 9.33 | -0.56 | 0.56 | 5.70 | -0.87 | 1.74 | 6.14 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 4.00 | 3.00 | 1.00 | 4.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.06 | 0.00 | 0.09 | 0.14 | 0.57 | 0.02 | 0.41 | 0.22 | 0.36 | 0.32 |
| % Yield | 0.00 | 0.11 | 0.00 | 0.12 | 0.23 | 1.06 | 0.05 | 0.78 | 0.50 | 0.85 | 0.75 |
| Capital Gains ($) | 0.00 | 1.20 | 0.00 | 15.57 | 2.23 | 0.00 | 1.66 | 4.38 | 1.39 | 1.19 | 0.00 |
| Expense Ratio | 1.17 | 1.18 | 1.18 | 1.18 | 1.19 | 1.19 | 1.20 | 1.21 | 1.21 | 1.21 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%