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Goldman Sachs Small Cap Eq Insghts Inv (GDSTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.93+0.05 (+0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.58%
5-Year Average Return7.74%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 17, 2024)34.78%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return34.78%
Worst 3-Yr Total Return1.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGDSTXCategory
YTD7.82%20.19%
1-Month5.75%0.02%
3-Month1.53%4.36%
1-Year26.45%60.18%
3-Year1.84%11.32%
5-Year9.47%13.88%
10-Year8.46%11.19%
Last Bull Market31.55%27.98%
Last Bear Market-16.34%-24.08%

Annual Total Return (%) History

Year
GDSTXCategory
2024
N/AN/A
2023
19.61%N/A
2022
-20.08%N/A
2021
23.70%N/A
2020
6.87%10.99%
2019
25.21%23.75%
2018
-8.91%-12.72%
2017
11.67%12.28%
2016
22.28%20.78%
2015
-1.46%-5.38%
2014
6.74%3.79%
2013
34.78%37.39%
2012
12.87%15.46%
2011
-1.08%-4.07%
2010
30.51%25.61%
2009
27.85%31.80%
2008
-34.99%-36.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.08%N/AN/AN/A
20233.97%6.37%-4.20%12.90%
2022-7.55%-16.34%-3.97%7.61%
202114.37%6.94%-3.03%4.30%
2020-32.98%24.27%2.53%25.16%
201913.81%2.30%-1.29%8.94%
20181.60%8.92%3.08%-20.14%
20170.45%1.07%6.65%3.14%
2016-0.11%3.05%8.35%9.64%
20156.88%-2.39%-9.76%4.67%
20140.68%2.93%-7.13%10.89%
201310.87%2.88%8.80%8.60%
201212.97%-4.00%2.83%1.21%
20117.49%0.08%-20.28%15.35%
201010.67%-9.25%9.76%18.39%
2009-16.08%20.13%21.22%4.62%
2008-10.67%2.25%-4.21%-25.69%

Rank In Category (By Total Return)

YTD7
1-Month15
3-Month61
1-Year17
3-Year43
5-Year64

Load Adjusted Returns

1-Year26.45%
3-Year1.84%
5-Year9.47%
10-Year8.46%