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Goldman Sachs Equity Income Fund (GRGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.87+0.39 (+0.86%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.27%
5-Year Average Return9.13%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 29, 2024)32.17%
Worst 1 Yr Total Return (May 29, 2024)N/A
Best 3-Yr Total Return32.17%
Worst 3-Yr Total Return5.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGRGRXCategory
YTD4.89%4.44%
1-Month-3.15%-4.04%
3-Month4.00%4.09%
1-Year13.32%14.37%
3-Year5.90%6.04%
5-Year8.09%9.20%
10-Year7.49%8.57%
Last Bull Market20.66%22.97%
Last Bear Market-10.24%-11.27%

Annual Total Return (%) History

Year
GRGRXCategory
2024
N/AN/A
2023
7.86%11.63%
2022
-4.67%-5.90%
2021
21.52%26.22%
2020
3.22%2.91%
2019
24.61%25.04%
2018
-6.35%-8.53%
2017
10.11%15.94%
2016
12.95%14.81%
2015
-3.33%-4.05%
2014
11.03%10.21%
2013
32.17%31.21%
2012
19.32%14.57%
2011
-7.93%-0.75%
2010
11.20%13.66%
2009
17.92%24.13%
2008
-35.62%-37.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.30%N/AN/AN/A
2023-1.66%3.41%-3.08%9.43%
2022-0.72%-10.24%-4.71%12.27%
20216.89%4.06%0.02%9.23%
2020-22.78%12.80%5.97%11.84%
201910.78%3.93%2.47%5.62%
2018-2.94%1.01%5.88%-9.77%
20173.06%0.08%2.68%3.96%
2016-0.94%4.21%1.72%7.57%
20150.54%0.83%-10.05%6.02%
20142.14%4.71%0.08%3.73%
201310.87%3.86%5.50%8.79%
201213.80%-3.79%7.28%1.59%
20114.15%-1.54%-18.69%10.43%
20106.17%-13.07%10.06%9.47%
2009-13.16%12.58%15.22%4.69%
2008-7.41%-0.62%-12.01%-20.49%

Rank In Category (By Total Return)

YTD42
1-Month20
3-Month53
1-Year58
3-Year54
5-Year75

Load Adjusted Returns

1-Year13.32%
3-Year5.90%
5-Year8.09%
10-Year7.49%