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Goldman Sachs Mid Cap Value Inv (GCMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.91+0.21 (+0.62%)
At close: 06:05PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.00%
5-Year Average Return10.11%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 30, 2024)32.95%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return32.95%
Worst 3-Yr Total Return3.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGCMTXCategory
YTD8.47%17.04%
1-Month4.73%-0.01%
3-Month8.47%5.47%
1-Year21.13%50.44%
3-Year8.64%13.15%
5-Year12.12%13.75%
10-Year8.53%11.35%
Last Bull Market44.35%25.95%
Last Bear Market-13.84%-22.55%

Annual Total Return (%) History

Year
GCMTXCategory
2024
N/AN/A
2023
11.74%N/A
2022
-10.43%N/A
2021
30.74%N/A
2020
8.66%12.39%
2019
31.86%26.21%
2018
-10.63%-11.15%
2017
10.96%15.93%
2016
13.13%14.14%
2015
-9.26%-4.75%
2014
13.55%7.80%
2013
32.77%34.10%
2012
18.34%16.15%
2011
-6.37%-3.81%
2010
24.68%22.52%
2009
32.95%37.39%
2008
-36.59%-39.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.47%N/AN/AN/A
20230.06%5.36%-6.34%13.16%
2022-3.25%-13.84%-2.51%10.21%
202110.69%5.68%1.05%10.61%
2020-29.88%19.42%7.21%21.03%
201914.78%5.37%3.10%5.74%
2018-1.51%2.06%3.47%-14.07%
20173.44%0.64%1.63%4.88%
2016-0.59%4.24%3.38%5.61%
20151.87%-2.03%-10.10%1.14%
20143.72%4.74%-1.10%5.69%
201312.76%2.27%6.75%7.85%
201212.75%-4.54%5.99%3.74%
20115.79%0.21%-20.28%10.78%
20108.66%-10.98%14.28%12.79%
2009-9.31%15.95%19.52%5.78%
2008-7.87%4.60%-13.68%-23.77%

Rank In Category (By Total Return)

YTD61
1-Month42
3-Month61
1-Year63
3-Year22
5-Year22

Load Adjusted Returns

1-Year21.13%
3-Year8.64%
5-Year12.12%
10-Year8.53%