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Goldman Sachs US Equity Insights P (GSEPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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69.88+0.38 (+0.55%)
At close: 07:02PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.26%
5-Year Average Return14.11%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 30, 2024)29.58%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return29.58%
Worst 3-Yr Total Return7.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSEPXCategory
YTD12.72%5.31%
1-Month5.40%-4.19%
3-Month5.15%3.90%
1-Year30.31%20.31%
3-Year8.39%6.48%
5-Year14.85%11.78%
10-Year11.53%10.96%
Last Bull Market26.31%25.56%
Last Bear Market-16.87%-15.11%

Annual Total Return (%) History

Year
GSEPXCategory
2024
N/AN/A
2023
23.58%22.32%
2022
-19.33%-16.96%
2021
29.58%26.07%
2020
18.29%15.83%
2019
25.88%28.78%
2018
N/A-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
20236.45%7.42%-3.27%11.72%
2022-5.33%-16.87%-3.40%6.10%
20216.90%9.19%1.00%9.92%
2020-19.37%22.89%8.78%9.75%
201913.14%2.30%0.80%7.89%
20187.22%-15.92%N/AN/A

Rank In Category (By Total Return)

YTD16
1-Month12
3-Month9
1-Year16
3-Year44
5-Year48

Load Adjusted Returns

1-Year30.31%
3-Year8.39%
5-Year14.85%
10-Year11.53%