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Goldman Sachs Trust - Goldman Sachs Focused Value Fund (GFVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.24-0.06 (-0.39%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.09%
5-Year Average Return11.87%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)28.82%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return28.82%
Worst 3-Yr Total Return5.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGFVIXCategory
YTD8.30%4.44%
1-Month1.46%-4.04%
3-Month3.04%4.09%
1-Year23.39%14.37%
3-Year8.22%6.04%
5-Year13.27%9.20%
10-Year0.00%8.57%
Last Bull Market26.68%22.97%
Last Bear Market-13.55%-11.27%

Annual Total Return (%) History

Year
GFVIXCategory
2024
N/AN/A
2023
14.94%11.63%
2022
-6.35%-5.90%
2021
24.90%26.22%
2020
9.81%2.91%
2019
28.82%25.04%
2018
-9.48%-8.53%
2017
12.77%15.94%
2016
14.81%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.57%N/AN/AN/A
20232.25%4.79%-3.15%10.76%
2022-1.02%-13.55%-3.82%13.79%
20218.76%5.12%-0.42%9.70%
2020-24.10%15.14%7.75%16.61%
201912.62%4.15%2.04%7.62%
2018-4.44%1.65%6.67%-12.64%
20174.40%2.93%2.32%2.56%
2016-2.61%4.79%5.21%6.92%
20155.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD41
1-Month95
3-Month68
1-Year43
3-Year19
5-Year22

Load Adjusted Returns

1-Year23.39%
3-Year8.22%
5-Year13.27%
10-YearN/A