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Goldman Sachs Equity Growth Strat A (GAPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.07-0.05 (-0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.52%
5-year average return9.79%
Number of years up18
Number of years down7
Best 1-yr total return (27 Jun 2024)29.26%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.26%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAPAXCategory
YTD9.30%12.08%
1-month4.80%0.64%
3-month3.79%6.49%
1-year22.68%38.01%
3-year4.18%12.74%
5-year10.76%12.82%
10-year7.97%9.05%
Last bull market23.84%18.82%
Last bear market-15.19%-20.53%

Annual total return (%) history

Year
GAPAXCategory
2024
N/AN/A
2023
20.22%N/A
2022
-19.31%N/A
2021
20.07%N/A
2020
13.19%12.96%
2019
25.66%25.26%
2018
-11.40%-10.06%
2017
25.96%22.28%
2016
6.83%6.93%
2015
0.83%-0.92%
2014
3.01%3.67%
2013
23.51%24.08%
2012
17.00%14.39%
2011
-7.52%-7.19%
2010
12.66%14.49%
2009
29.26%34.45%
2008
-42.60%-41.13%
2007
4.97%12.16%
2006
20.64%19.88%
2005
12.55%10.91%
2004
18.91%16.90%
2003
35.02%34.18%
2002
-16.54%-14.39%
2001
-13.63%-8.39%
2000
-11.47%-3.51%
1999
25.39%35.82%
1998
N/A16.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.84%N/AN/AN/A
20237.28%5.44%-3.83%10.52%
2022-6.18%-15.19%-7.88%10.10%
20215.90%7.74%-1.60%6.95%
2020-23.29%19.77%7.77%14.31%
201911.93%3.46%0.11%8.40%
20180.37%-0.95%2.62%-13.15%
20177.28%4.46%6.73%5.31%
2016-0.35%0.69%5.24%1.16%
20152.97%0.94%-8.05%5.50%
20141.61%4.55%-3.16%0.13%
20136.47%-0.08%8.16%7.34%
201212.61%-5.21%6.23%3.18%
20114.94%0.93%-19.25%8.13%
20103.71%-12.71%14.13%9.04%
2009-12.69%20.94%17.90%3.82%
2008-9.53%0.14%-16.81%-23.84%
20072.74%5.10%0.81%-3.57%
20068.25%-1.40%4.20%8.48%
2005-1.54%1.98%8.34%3.47%
20045.31%0.27%-0.09%12.71%
2003-5.05%16.64%7.02%13.92%
20022.38%-6.02%-17.64%5.32%
2001-11.86%5.08%-14.72%9.34%
20001.59%-3.75%-2.60%-7.05%
19992.26%8.57%-2.48%15.81%
1998-3.84%-17.19%15.12%N/A

Rank in category (by total return)

YTD28
1-month25
3-month50
1-year41
3-year57
5-year45

Load adjusted returns

1-year15.93%
3-year2.23%
5-year9.52%
10-year7.36%