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Goldman Sachs Large Cp Val Insghts R6 (GCVUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.30+0.03 (+0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.43%
5-Year Average Return9.39%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)29.26%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return29.26%
Worst 3-Yr Total Return3.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGCVUXCategory
YTD8.86%4.44%
1-Month3.43%-4.04%
3-Month3.79%4.09%
1-Year23.50%14.37%
3-Year6.18%6.04%
5-Year10.72%9.20%
10-Year8.74%8.57%
Last Bull Market23.91%22.97%
Last Bear Market-13.05%-11.27%

Annual Total Return (%) History

Year
GCVUXCategory
2024
N/AN/A
2023
11.04%11.63%
2022
-8.31%-5.90%
2021
29.26%26.22%
2020
1.44%2.91%
2019
21.07%25.04%
2018
-8.80%-8.53%
2017
19.47%15.94%
2016
14.94%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.64%N/AN/AN/A
20230.68%3.80%-2.15%8.59%
2022-0.89%-13.05%-4.69%11.63%
202111.11%6.56%-0.51%9.72%
2020-27.18%16.13%5.94%13.23%
201911.53%1.18%0.88%6.36%
2018-1.73%2.42%5.28%-13.93%
20174.43%2.49%5.43%5.87%
2016-0.55%3.49%3.79%7.59%
20156.32%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month33
3-Month49
1-Year42
3-Year52
5-Year65

Load Adjusted Returns

1-Year23.50%
3-Year6.18%
5-Year10.72%
10-Year8.74%