Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Growth Insights Fund (GSAOX)

14.23 +0.21 (+1.50%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.34%
5y Average Return 4.53%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 37.96%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 37.96%
Worst 3Y Total Return -1.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSAOX
Category
YTD
10.68%
12.40%
1-Month
2.42%
3.37%
3-Month
10.68%
4.88%
1-Year
26.05%
55.69%
3-Year
0.25%
19.34%
5-Year
6.58%
20.72%
10-Year
7.67%
13.98%
Last Bull Market
42.18%
27.85%
Last Bear Market
-19.06%
-24.06%

Annual Total Return (%) History

Year
GSAOX
Category
2024
--
--
2023
20.90%
--
2022
-27.39%
--
2021
10.68%
--
2020
17.82%
38.62%
2019
26.03%
27.68%
2018
-7.53%
-5.76%
2017
18.00%
21.50%

2016
13.42%
11.20%
2015
0.20%
-2.41%
2014
6.29%
2.44%
2013
37.96%
40.91%
2012
14.54%
13.15%
2011
1.06%
-3.55%
2010
31.15%
26.98%
2009
35.21%
35.46%
2008
-38.92%
-41.55%
2007
--
7.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.68% -- -- --
2023 6.15% 8.44% -6.25% 12.04%
2022 -13.23% -19.06% -1.90% 5.39%
2021 6.74% 5.96% -4.35% 2.31%
2020 -29.69% 28.26% 3.69% 26.01%
2019 16.12% 2.57% -3.53% 9.69%
2018 3.58% 8.35% 4.91% -21.46%
2017 2.75% 2.77% 7.67% 3.78%
2016 -3.34% 2.38% 8.60% 5.54%
2015 7.82% -1.00% -10.86% 5.32%

2014 0.49% 2.36% -5.54% 9.39%
2013 12.35% 3.32% 9.95% 8.10%
2012 13.61% -4.36% 5.04% 0.36%
2011 8.37% 1.91% -21.72% 16.91%
2010 8.83% -9.33% 11.25% 19.47%
2009 -10.03% 21.81% 17.36% 5.11%
2008 -14.32% 5.15% -7.78% -26.48%
2007 -4.36% -5.86% -- --

Rank in Category (By Total Return)

YTD 17
1-Month 57
3-Month 17
1-Year 11
3-Year 35
5-Year 83

Load Adjusted Returns

1-Year 19.12%
3-Year -1.63%
5-Year 5.38%
10-Year 7.07%

Performance & Risk

YTD Return 3.34%
5y Average Return 4.53%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Goldman Sachs
Net Assets 124.95M
YTD Return 10.68%
Yield 0.00%
Morningstar Rating
Inception Date Jun 25, 2007

Fund Summary

The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a broadly diversified portfolio of equity investments in small-cap U.S. issuers, including foreign issuers that are traded in the United States. It may also invest in fixed income securities that are considered to be cash equivalents.

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