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Goldman Sachs Small/Mid Cap Value Fund (GMVCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.73-0.11 (-0.74%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.22%
5-Year Average Return7.48%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 6, 2024)29.47%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return29.47%
Worst 3-Yr Total Return3.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGMVCXCategory
YTD5.27%17.04%
1-Month3.83%-0.01%
3-Month2.29%5.47%
1-Year20.21%50.44%
3-Year1.19%13.15%
5-Year8.95%13.75%
10-Year6.44%11.35%
Last Bull Market27.02%25.95%
Last Bear Market-16.52%-22.55%

Annual Total Return (%) History

Year
GMVCXCategory
2024
N/AN/A
2023
10.51%N/A
2022
-16.41%N/A
2021
29.47%N/A
2020
6.88%12.39%
2019
25.27%26.21%
2018
-15.86%-11.15%
2017
14.08%15.93%
2016
16.13%14.14%
2015
-5.50%-4.75%
2014
N/A7.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.98%N/AN/AN/A
20231.76%3.47%-5.68%11.27%
2022-3.05%-16.52%-4.95%8.65%
202114.26%4.48%0.00%8.45%
2020-32.53%19.35%4.56%26.93%
201913.42%3.20%0.42%6.58%
2018-2.16%1.02%2.34%-16.82%
20173.30%-0.33%3.95%6.59%
20160.00%2.94%4.77%7.68%
20153.04%-1.07%-9.59%2.54%
20145.36%-4.00%4.22%N/A

Rank In Category (By Total Return)

YTD70
1-Month39
3-Month46
1-Year75
3-Year81
5-Year87

Load Adjusted Returns

1-Year19.21%
3-Year1.19%
5-Year8.95%
10-Year6.44%