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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.09-0.08 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.36%
5-Year Average Return14.00%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 12, 2024)38.48%
Worst 1 Yr Total Return (Jun 12, 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
YTD12.78%5.31%
1-Month5.08%-4.19%
3-Month3.18%3.90%
1-Year29.32%20.31%
3-Year8.05%6.48%
5-Year14.38%11.78%
10-Year10.65%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)

YTD15
1-Month21
3-Month59
1-Year23
3-Year51
5-Year57

Load Adjusted Returns

1-Year29.32%
3-Year8.05%
5-Year14.38%
10-Year10.65%