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Goldman Sachs Mid Cap Value Instl (GSMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.93-0.12 (-0.33%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.92%
5-Year Average Return9.63%
Number of Years Up20
Number of Years Down8
Best 1 Yr Total Return (Jul 4, 2024)33.19%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return33.19%
Worst 3-Yr Total Return4.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSMCXCategory
YTD4.01%17.04%
1-Month-1.49%-0.01%
3-Month-4.14%5.47%
1-Year10.31%50.44%
3-Year5.27%13.15%
5-Year10.14%13.75%
10-Year7.71%11.35%
Last Bull Market27.71%25.95%
Last Bear Market-13.82%-22.55%

Annual Total Return (%) History

Year
GSMCXCategory
2024
N/AN/A
2023
11.85%N/A
2022
-10.32%N/A
2021
30.89%N/A
2020
8.78%12.39%
2019
32.01%26.21%
2018
-10.48%-11.15%
2017
11.14%15.93%
2016
13.29%14.14%
2015
-9.12%-4.75%
2014
13.71%7.80%
2013
32.97%34.10%
2012
18.54%16.15%
2011
-6.26%-3.81%
2010
24.85%22.52%
2009
33.19%37.39%
2008
-36.47%-39.18%
2007
3.35%4.85%
2006
16.06%14.03%
2005
12.90%9.25%
2004
25.86%16.30%
2003
28.04%36.28%
2002
-4.71%-16.55%
2001
12.38%-3.12%
2000
32.10%6.36%
1999
-0.24%20.92%
1998
-5.43%10.36%
1997
36.04%25.92%
1996
21.41%19.23%
1995
N/A30.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.51%-4.14%N/AN/A
20230.06%5.40%-6.28%13.16%
2022-3.20%-13.82%-2.51%10.28%
202110.74%5.71%1.08%10.62%
2020-29.86%19.47%7.25%21.04%
201914.80%5.40%3.14%5.78%
2018-1.49%2.11%3.50%-14.02%
20173.51%0.68%1.63%4.94%
2016-0.54%4.27%3.40%5.66%
20151.92%-2.01%-10.07%1.17%
20143.78%4.75%-1.06%5.72%
201312.80%2.32%6.79%7.88%
201212.81%-4.52%6.03%3.79%
20115.81%0.26%-20.23%10.78%
20108.67%-10.95%14.31%12.86%
2009-9.28%15.99%19.61%5.83%
2008-7.83%4.66%-13.67%-23.71%
20074.81%4.81%-2.97%-3.03%
20066.10%-1.34%2.17%8.51%
20052.12%3.97%5.56%0.74%
20047.41%2.75%1.17%12.72%
2003-4.33%13.07%3.76%14.09%
20027.19%-0.57%-13.65%3.53%
2001-1.11%9.28%-8.17%13.23%
20001.97%2.05%13.55%11.79%
1999-3.52%21.23%-15.88%1.40%
199811.72%-3.73%-20.78%11.00%
19974.62%19.64%12.14%-3.08%
19962.88%-0.31%5.06%12.68%
19952.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD69
1-Month66
3-Month70
1-Year73
3-Year23
5-Year30

Load Adjusted Returns

1-Year10.31%
3-Year5.27%
5-Year10.14%
10-Year7.71%