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Goldman Sachs Rising Dividend Growth Fund (GSRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.02+0.02 (+0.15%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.45%
5-Year Average Return12.62%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 8, 2024)30.13%
Worst 1 Yr Total Return (May 8, 2024)N/A
Best 3-Yr Total Return30.13%
Worst 3-Yr Total Return9.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSRFXCategory
YTD3.42%14.84%
1-Month-4.39%1.65%
3-Month3.34%7.55%
1-Year16.03%40.47%
3-Year8.22%16.77%
5-Year11.49%16.15%
10-Year9.30%13.21%
Last Bull Market23.76%24.09%
Last Bear Market-11.85%-17.61%

Annual Total Return (%) History

Year
GSRFXCategory
2024
N/AN/A
2023
17.76%N/A
2022
-6.73%N/A
2021
30.13%N/A
2020
9.14%15.83%
2019
25.81%28.78%
2018
N/A-6.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.17%N/AN/AN/A
20233.99%4.45%-2.99%11.76%
2022-2.47%-11.85%-2.49%11.26%
202110.74%9.05%-1.06%8.92%
2020-26.82%22.58%4.65%16.27%
201912.91%4.50%1.60%4.95%
20183.18%7.24%-13.50%N/A

Rank In Category (By Total Return)

YTD81
1-Month58
3-Month71
1-Year79
3-Year20
5-Year64

Load Adjusted Returns

1-Year16.03%
3-Year8.22%
5-Year11.49%
10-Year9.30%