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Goldman Sachs Small Cap Value Fund (GSQRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.56+0.17 (+0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.91%
5-Year Average Return4.72%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)37.91%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return37.91%
Worst 3-Yr Total Return1.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSQRXCategory
YTD1.45%20.19%
1-Month4.30%0.02%
3-Month3.62%4.36%
1-Year19.99%60.18%
3-Year-0.64%11.32%
5-Year6.55%13.88%
10-Year5.76%11.19%
Last Bull Market23.11%27.98%
Last Bear Market-15.32%-24.08%

Annual Total Return (%) History

Year
GSQRXCategory
2024
N/AN/A
2023
10.76%N/A
2022
-15.24%N/A
2021
25.97%N/A
2020
1.42%10.99%
2019
22.39%23.75%
2018
-14.57%-12.72%
2017
11.60%12.28%
2016
23.85%20.78%
2015
-6.00%-5.38%
2014
6.60%3.79%
2013
37.91%37.39%
2012
15.76%15.46%
2011
0.19%-4.07%
2010
25.54%25.61%
2009
27.51%31.80%
2008
-27.36%-36.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.17%N/AN/AN/A
2023-0.06%1.02%-3.09%13.20%
2022-3.32%-15.32%-5.43%9.48%
202116.69%2.51%-1.39%6.79%
2020-36.22%17.63%2.90%31.37%
201912.32%3.04%-1.08%6.90%
2018-2.18%3.58%3.10%-18.22%
20171.40%0.16%5.82%3.85%
20160.20%4.53%6.62%10.91%
20152.79%-0.68%-10.38%2.73%
20141.83%3.61%-6.33%7.87%
201312.45%2.68%8.84%9.75%
201211.28%-4.45%6.12%2.59%
20117.53%-1.09%-20.46%18.44%
20109.14%-9.02%10.23%14.69%
2009-12.97%15.84%19.73%5.64%
2008-3.57%-3.04%3.35%-24.83%

Rank In Category (By Total Return)

YTD85
1-Month71
3-Month18
1-Year66
3-Year78
5-Year93

Load Adjusted Returns

1-Year19.99%
3-Year-0.64%
5-Year6.55%
10-Year5.76%