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Goldman Sachs Large Cp Val Insghts Inv (GCVTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.21+0.02 (+0.08%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.43%
5-Year Average Return8.77%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)34.41%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return34.41%
Worst 3-Yr Total Return3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGCVTXCategory
YTD8.48%4.44%
1-Month-0.31%-4.04%
3-Month-1.95%4.09%
1-Year15.21%14.37%
3-Year6.31%6.04%
5-Year9.08%9.20%
10-Year8.33%8.57%
Last Bull Market23.86%22.97%
Last Bear Market-13.08%-11.27%

Annual Total Return (%) History

Year
GCVTXCategory
2024
N/AN/A
2023
10.88%11.63%
2022
-8.42%-5.90%
2021
29.07%26.22%
2020
1.34%2.91%
2019
20.85%25.04%
2018
-8.94%-8.53%
2017
19.28%15.94%
2016
14.74%14.81%
2015
-2.67%-4.05%
2014
14.21%10.21%
2013
34.41%31.21%
2012
15.49%14.57%
2011
3.28%-0.75%
2010
14.10%13.66%
2009
14.60%24.13%
2008
-37.42%-37.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.64%-1.95%N/AN/A
20230.65%3.73%-2.19%8.58%
2022-0.92%-13.08%-4.69%11.57%
202111.06%6.54%-0.54%9.67%
2020-27.19%16.13%5.91%13.17%
201911.47%1.15%0.85%6.28%
2018-1.77%2.39%5.26%-13.99%
20174.36%2.51%5.35%5.84%
2016-0.64%3.47%3.82%7.49%
2015-0.20%-1.06%-7.27%6.29%
20143.84%4.37%-0.14%5.53%
201311.95%3.17%5.97%9.81%
201211.80%-3.63%6.28%0.85%
20118.35%0.09%-15.42%12.59%
20106.85%-11.63%9.69%10.17%
2009-17.26%13.95%16.74%4.12%
2008-9.33%-3.50%-8.13%-22.15%

Rank In Category (By Total Return)

YTD33
1-Month38
3-Month59
1-Year44
3-Year53
5-Year65

Load Adjusted Returns

1-Year15.21%
3-Year6.31%
5-Year9.08%
10-Year8.33%