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Goldman Sachs US Tax-Managed Eq A (GCTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.77+0.09 (+0.22%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.89%
5-Year Average Return12.62%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (May 9, 2024)38.17%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return38.17%
Worst 3-Yr Total Return6.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGCTAXCategory
YTD7.26%14.84%
1-Month-4.55%1.65%
3-Month4.79%7.55%
1-Year23.98%40.47%
3-Year6.39%16.77%
5-Year11.22%16.15%
10-Year10.13%13.21%
Last Bull Market27.81%24.09%
Last Bear Market-17.00%-17.61%

Annual Total Return (%) History

Year
GCTAXCategory
2024
N/AN/A
2023
23.41%N/A
2022
-20.51%N/A
2021
28.80%N/A
2020
17.11%15.83%
2019
25.48%28.78%
2018
-8.15%-6.27%
2017
19.88%20.44%
2016
9.12%10.37%
2015
-0.28%-1.07%
2014
13.32%10.96%
2013
38.17%31.50%
2012
15.74%14.96%
2011
3.02%-1.27%
2010
13.46%14.01%
2009
21.43%28.17%
2008
-36.74%-37.79%
2007
-0.92%6.16%
2006
13.34%14.17%
2005
8.77%5.88%
2004
18.69%10.02%
2003
29.03%27.05%
2002
-20.83%-22.25%
2001
-11.03%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.38%N/AN/AN/A
20236.37%8.47%-4.06%11.49%
2022-6.89%-17.00%-3.58%6.68%
20216.04%10.10%-0.20%10.54%
2020-21.69%23.70%7.88%12.06%
201912.68%2.26%0.34%8.53%
20180.09%3.35%6.44%-16.57%
20175.33%2.58%4.79%5.88%
2016-1.39%1.29%3.82%5.22%
20151.38%-1.30%-6.76%6.89%
20142.78%5.04%-0.96%5.98%
201311.25%3.48%7.63%11.52%
201213.58%-3.99%6.27%-0.13%
20116.68%2.02%-15.20%11.63%
20105.21%-11.88%10.11%11.14%
2009-13.33%13.94%15.75%6.23%
2008-10.87%-0.59%-9.42%-21.18%
20071.02%5.16%-2.17%-4.67%
20065.97%-2.09%2.41%6.67%
2005-3.97%4.03%6.28%2.45%
20044.33%2.37%0.00%11.13%
2003-3.51%14.71%3.75%12.36%
20021.39%-12.83%-15.29%5.73%
2001-12.77%7.06%-14.27%11.12%
20001.33%-9.80%N/AN/A

Rank In Category (By Total Return)

YTD17
1-Month67
3-Month24
1-Year22
3-Year60
5-Year68

Load Adjusted Returns

1-Year17.17%
3-Year4.41%
5-Year9.96%
10-Year9.51%