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Goldman Sachs Equity Income Fund (GSIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.96-0.03 (-0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.32%
5-Year Average Return8.98%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (Jun 27, 2024)32.99%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.99%
Worst 3-Yr Total Return5.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSIIXCategory
YTD7.43%4.44%
1-Month2.23%-4.04%
3-Month3.76%4.09%
1-Year20.86%14.37%
3-Year6.73%6.04%
5-Year10.16%9.20%
10-Year8.19%8.57%
Last Bull Market20.95%22.97%
Last Bear Market-10.13%-11.27%

Annual Total Return (%) History

Year
GSIIXCategory
2024
N/AN/A
2023
8.47%11.63%
2022
-4.12%-5.90%
2021
22.19%26.22%
2020
3.80%2.91%
2019
25.36%25.04%
2018
-5.72%-8.53%
2017
10.81%15.94%
2016
13.68%14.81%
2015
-2.70%-4.05%
2014
11.76%10.21%
2013
32.99%31.21%
2012
20.08%14.57%
2011
-7.30%-0.75%
2010
11.82%13.66%
2009
18.71%24.13%
2008
-35.25%-37.09%
2007
1.83%1.42%
2006
22.75%18.15%
2005
4.14%5.95%
2004
18.81%12.97%
2003
24.46%28.44%
2002
-11.25%-18.69%
2001
-9.49%-4.99%
2000
-5.89%7.87%
1999
6.23%6.72%
1998
-4.98%12.00%
1997
28.44%26.61%
1996
N/A20.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.45%N/AN/AN/A
2023-1.51%3.56%-2.96%9.60%
2022-0.57%-10.13%-4.55%12.41%
20217.03%4.21%0.20%9.35%
2020-22.67%12.94%6.13%11.99%
201910.94%4.07%2.62%5.81%
2018-2.80%1.20%6.05%-9.62%
20173.23%0.24%2.85%4.12%
2016-0.80%4.38%1.88%7.76%
20150.68%1.03%-9.93%6.20%
20142.30%4.88%0.24%3.92%
201311.04%4.03%5.65%8.97%
201213.98%-3.66%7.46%1.77%
20114.29%-1.36%-18.60%10.71%
20106.27%-12.90%10.22%9.60%
2009-13.04%12.84%15.42%4.82%
2008-7.26%-0.49%-11.87%-20.38%
20071.12%5.79%-0.85%-3.99%
20064.66%1.29%8.11%7.10%
2005-0.82%1.47%2.64%0.81%
20044.65%1.93%1.75%9.46%
2003-4.22%13.14%2.00%12.61%
20022.51%-6.37%-13.78%7.24%
2001-11.36%6.01%-11.95%9.38%
20001.63%-1.68%-0.38%-5.45%
19991.26%10.63%-12.51%8.40%
199811.72%-4.64%-16.86%7.28%
19973.28%15.24%11.65%-3.34%
19964.52%12.58%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month81
3-Month50
1-Year65
3-Year43
5-Year76

Load Adjusted Returns

1-Year20.86%
3-Year6.73%
5-Year10.16%
10-Year8.19%