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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.06+0.01 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.42%
5-Year Average Return11.10%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)28.16%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return28.16%
Worst 3-Yr Total Return4.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGFVRXCategory
YTD7.78%4.44%
1-Month-0.26%-4.04%
3-Month-2.33%4.09%
1-Year15.41%14.37%
3-Year7.79%6.04%
5-Year11.32%9.20%
10-Year0.00%8.57%
Last Bull Market26.38%22.97%
Last Bear Market-13.70%-11.27%

Annual Total Return (%) History

Year
GFVRXCategory
2024
N/AN/A
2023
14.34%11.63%
2022
-6.80%-5.90%
2021
24.29%26.22%
2020
9.31%2.91%
2019
28.16%25.04%
2018
-9.96%-8.53%
2017
12.28%15.94%
2016
14.20%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.35%-2.33%N/AN/A
20232.10%4.58%-3.25%10.68%
2022-1.16%-13.70%-3.93%13.73%
20218.55%5.01%-0.49%9.58%
2020-24.23%14.97%7.69%16.52%
201912.53%3.97%1.86%7.54%
2018-4.63%1.55%6.60%-12.79%
20174.31%2.85%2.14%2.47%
2016-2.71%4.58%5.12%6.78%
20155.04%N/AN/AN/A

Rank In Category (By Total Return)

YTD42
1-Month37
3-Month69
1-Year42
3-Year28
5-Year25

Load Adjusted Returns

1-Year15.41%
3-Year7.79%
5-Year11.32%
10-YearN/A