Nasdaq - Delayed Quote USD

Goldman Sachs U.S. Equity Insights Fund (GSESX)

60.37 +0.85 (+1.43%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.40%
5y Average Return 11.60%
Number of Years Up 22
Number of Years Down 10
Best 1Y Total Return (Apr 22, 2024) 35.83%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 35.83%
Worst 3Y Total Return 6.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSESX
Category
YTD
11.46%
14.84%
1-Month
4.07%
1.65%
3-Month
11.46%
7.55%
1-Year
28.94%
40.47%
3-Year
9.92%
16.77%
5-Year
13.09%
16.15%
10-Year
11.40%
13.21%
Last Bull Market
39.36%
24.09%
Last Bear Market
-16.98%
-17.61%

Annual Total Return (%) History

Year
GSESX
Category
2024
--
--
2023
22.96%
--
2022
-19.73%
--
2021
28.94%
--
2020
17.68%
15.83%
2019
25.26%
28.78%
2018
-6.89%
-6.27%
2017
23.30%
20.44%

2016
10.61%
10.37%
2015
-1.34%
-1.07%
2014
15.18%
10.96%
2013
35.83%
31.50%
2012
13.74%
14.96%
2011
4.12%
-1.27%
2010
12.89%
14.01%
2009
20.74%
28.17%
2008
-37.73%
-37.79%
2007
-1.36%
6.16%
2006
12.95%
14.17%
2005
6.43%
5.88%
2004
14.25%
10.02%
2003
29.93%
27.05%
2002
-21.57%
-22.25%
2001
-11.42%
-13.50%
2000
-10.02%
-6.31%
1999
22.71%
20.16%
1998
21.34%
22.39%
1997
32.02%
28.37%
1996
21.47%
20.76%
1995
31.28%
32.35%
1994
-6.06%
-0.93%
1993
0.85%
10.21%
1992
-1.49%
7.00%
1991
--
30.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.46% -- -- --
2023 6.28% 7.31% -3.40% 11.61%
2022 -5.44% -16.98% -3.53% 6.00%
2021 6.78% 9.04% 0.86% 9.80%
2020 -19.47% 22.73% 8.65% 9.59%
2019 13.00% 2.17% 0.69% 7.75%
2018 0.28% 3.25% 7.10% -16.04%
2017 6.57% 3.23% 5.98% 5.76%
2016 -0.56% 2.32% 3.77% 4.77%
2015 1.04% -1.03% -7.04% 6.13%

2014 2.53% 4.90% 1.24% 5.78%
2013 12.26% 2.30% 7.03% 10.50%
2012 12.62% -4.28% 6.07% -0.52%
2011 6.92% 1.04% -13.56% 11.50%
2010 5.61% -12.44% 10.52% 10.45%
2009 -11.44% 13.50% 14.40% 5.00%
2008 -11.10% -0.98% -10.27% -21.17%
2007 -0.52% 5.01% -0.85% -4.76%
2006 4.21% -2.42% 5.08% 5.70%
2005 -4.43% 1.95% 5.81% 3.23%
2004 3.31% 2.51% -1.32% 9.32%
2003 -2.64% 13.97% 3.77% 12.84%
2002 -0.36% -13.02% -15.63% 7.27%
2001 -12.21% 6.79% -14.10% 9.99%
2000 2.43% -3.07% 0.26% -9.60%
1999 6.82% 5.75% -5.89% 15.43%
1998 14.08% 2.62% -14.68% 21.49%
1997 2.28% 16.79% 8.70% 1.68%
1996 6.71% 3.76% 1.33% 8.27%
1995 8.04% 11.36% 7.95% 1.07%
1994 -2.28% 0.20% 1.73% -5.69%
1993 5.58% -1.24% 0.13% -3.40%
1992 -4.72% -2.65% 1.40% 4.75%
1991 6.89% 5.97% -- --

Rank in Category (By Total Return)

YTD 24
1-Month 17
3-Month 24
1-Year 49
3-Year 57
5-Year 68

Load Adjusted Returns

1-Year 28.94%
3-Year 9.92%
5-Year 13.09%
10-Year 11.40%

Performance & Risk

YTD Return 6.40%
5y Average Return 11.60%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Goldman Sachs
Net Assets 1.05B
YTD Return 11.46%
Yield 0.25%
Morningstar Rating
Inception Date Aug 15, 1997

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in U.S. issuers. It may also invest in fixed income securities that are considered to be cash equivalents.

Related Tickers