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Goldman Sachs Equity Income Fund (GRGUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.97-0.02 (-0.04%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.37%
5-Year Average Return9.12%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)25.37%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return25.37%
Worst 3-Yr Total Return5.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGRGUXCategory
YTD7.43%4.44%
1-Month2.23%-4.04%
3-Month3.76%4.09%
1-Year20.89%14.37%
3-Year6.75%6.04%
5-Year10.17%9.20%
10-Year8.15%8.57%
Last Bull Market20.93%22.97%
Last Bear Market-10.11%-11.27%

Annual Total Return (%) History

Year
GRGUXCategory
2024
N/AN/A
2023
8.48%11.63%
2022
-4.11%-5.90%
2021
22.23%26.22%
2020
3.81%2.91%
2019
25.37%25.04%
2018
-5.71%-8.53%
2017
10.81%15.94%
2016
13.72%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
2023-1.54%3.56%-2.94%9.60%
2022-0.59%-10.11%-4.57%12.44%
20217.05%4.21%0.18%9.37%
2020-22.67%12.98%6.10%12.00%
201910.94%4.10%2.59%5.81%
2018-2.79%1.20%6.02%-9.60%
20173.23%0.21%2.88%4.12%
2016-0.76%4.38%1.88%7.76%
20156.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD57
1-Month81
3-Month50
1-Year64
3-Year43
5-Year75

Load Adjusted Returns

1-Year20.89%
3-Year6.75%
5-Year10.17%
10-Year8.15%