Canada markets close in 1 hour 34 minutes

Goldman Sachs U.S. Tax-Managed Equity Fund (GQIRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
43.35+0.03 (+0.07%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.12%
5-Year Average Return13.83%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 19, 2024)38.48%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return38.48%
Worst 3-Yr Total Return6.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGQIRXCategory
YTD7.32%5.31%
1-Month-4.55%-4.19%
3-Month4.84%3.90%
1-Year24.27%20.31%
3-Year6.66%6.48%
5-Year11.49%11.78%
10-Year10.40%10.96%
Last Bull Market27.93%25.56%
Last Bear Market-16.96%-15.11%

Annual Total Return (%) History

Year
GQIRXCategory
2024
N/AN/A
2023
23.71%22.32%
2022
-20.31%-16.96%
2021
29.13%26.07%
2020
17.43%15.83%
2019
25.82%28.78%
2018
-7.95%-6.27%
2017
20.14%20.44%
2016
9.43%10.37%
2015
-0.03%-1.07%
2014
13.57%10.96%
2013
38.48%31.50%
2012
16.05%14.96%
2011
3.35%-1.27%
2010
N/A14.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.43%N/AN/AN/A
20236.42%8.53%-4.02%11.59%
2022-6.83%-16.96%-3.52%6.75%
20216.08%10.19%-0.11%10.60%
2020-21.64%23.77%7.95%12.15%
201912.78%2.31%0.42%8.58%
20180.13%3.48%6.46%-16.55%
20175.36%2.64%4.86%5.95%
2016-1.31%1.33%3.88%5.34%
20151.41%-1.17%-6.76%6.98%
20142.87%5.08%-0.88%6.00%
201311.34%3.50%7.74%11.54%
201213.58%-3.84%6.35%-0.09%
20116.77%2.08%-15.03%11.59%
201011.29%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month67
3-Month23
1-Year20
3-Year55
5-Year64

Load Adjusted Returns

1-Year24.27%
3-Year6.66%
5-Year11.49%
10-Year10.40%