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Goldman Sachs U.s. Equity Insights Fund Investor Class: (MF: GSUTX)
(NASDAQ Mutual Funds) As of Oct 3, 2024 08:00 PM ET
$68.35 USD
-0.15 (-0.22%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.35 | 1 |
| 3 months | 8.61 | 6 |
| 6 months | 14.15 | 4 |
| 1 Year | 30.92 | 1 |
| 3 Year | 8.46 | 34 |
| 5 Year | 15.30 | 14 |
| 10 Year | 11.96 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 835.94 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 26.14 |
| 5 Year | 14.05 |
| 10 Year | 11.77 |
| Since Inception | 9.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.56 | 4.68 | NA | NA |
| 2023 | 6.41 | 7.39 | -3.31 | 11.69 |
| 2022 | -5.34 | -16.90 | -3.41 | 6.06 |
| 2021 | 6.86 | 9.15 | 2.22 | 8.51 |
| 2020 | -19.41 | 22.84 | 8.76 | 9.70 |
| 2019 | 13.08 | 2.25 | 0.79 | 7.85 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.35 | 23.42 | -19.42 | 29.39 | 18.11 | 25.71 | -6.54 | 23.74 | 11.00 | -0.96 | 15.58 |
| % Total Return Rel to Index | 2.81 | -2.82 | -1.22 | 0.71 | -0.28 | -5.77 | -2.15 | 1.94 | -0.93 | -2.35 | 1.94 |
| % Total Return Rel to Peer | 7.54 | 8.14 | -8.63 | 5.05 | 9.90 | 0.07 | 1.01 | 6.33 | -0.31 | 2.24 | 6.69 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 3.00 | 3.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.30 | 0.48 | 0.39 | 0.40 | 0.83 | 0.30 | 0.57 | 0.44 | 0.50 | 0.40 |
| % Yield | 0.00 | 0.51 | 0.99 | 0.51 | 0.64 | 1.54 | 0.67 | 1.08 | 0.98 | 1.19 | 0.93 |
| Capital Gains ($) | 0.00 | 1.20 | 0.00 | 15.57 | 2.23 | 0.00 | 1.66 | 4.38 | 1.39 | 1.19 | 0.00 |
| Expense Ratio | 0.67 | 0.68 | 0.68 | 0.68 | 0.69 | 0.69 | 0.70 | 0.71 | 0.71 | 0.71 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%