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Goldman Sachs Rising Dividend Gr Inv (GSRIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.28+0.03 (+0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.73%
5-Year Average Return12.37%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)30.11%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return30.11%
Worst 3-Yr Total Return4.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSRIXCategory
YTD7.10%5.31%
1-Month3.65%-4.19%
3-Month2.65%3.90%
1-Year24.29%20.31%
3-Year8.72%6.48%
5-Year13.64%11.78%
10-Year9.51%10.96%
Last Bull Market23.76%25.56%
Last Bear Market-11.89%-15.11%

Annual Total Return (%) History

Year
GSRIXCategory
2024
N/AN/A
2023
17.69%22.32%
2022
-6.81%-16.96%
2021
30.11%26.07%
2020
8.97%15.83%
2019
25.75%28.78%
2018
-6.33%-6.27%
2017
17.86%20.44%
2016
5.88%10.37%
2015
-5.64%-1.07%
2014
12.63%10.96%
2013
28.72%31.50%
2012
N/A14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.16%0.99%N/AN/A
20233.98%4.51%-3.09%11.76%
2022-2.49%-11.89%-2.43%11.16%
202110.74%9.04%-1.06%8.91%
2020-26.86%22.46%4.63%16.28%
201912.82%4.48%1.67%4.93%
2018-1.85%2.93%7.21%-13.51%
20174.82%0.67%4.03%7.37%
20160.55%2.82%0.27%2.14%
20150.95%-0.98%-8.88%3.59%
20142.38%5.65%1.14%2.96%
201310.46%1.06%5.97%8.82%
2012-2.81%5.69%-0.82%N/A

Rank In Category (By Total Return)

YTD80
1-Month73
3-Month69
1-Year70
3-Year38
5-Year67

Load Adjusted Returns

1-Year24.29%
3-Year8.72%
5-Year13.64%
10-Year9.51%