UK markets closed

Goldman Sachs US Tax-Managed Eq R6 (GCTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
44.90+0.15 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.89%
5-year average return13.86%
Number of years up4
Number of years down1
Best 1-yr total return (1 Jul 2024)29.24%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return29.24%
Worst 3-yr total return6.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGCTRXCategory
YTD17.02%5.31%
1-month3.71%-4.19%
3-month4.05%3.90%
1-year25.39%20.31%
3-year8.49%6.48%
5-year13.87%11.78%
10-year10.96%10.96%
Last bull market27.98%25.56%
Last bear market-16.95%-15.11%

Annual total return (%) history

Year
GCTRXCategory
2024
N/AN/A
2023
23.85%22.32%
2022
-20.26%-16.96%
2021
29.24%26.07%
2020
17.54%15.83%
2019
25.96%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.46%4.05%N/AN/A
20236.46%8.56%-3.99%11.61%
2022-6.81%-16.95%-3.48%6.75%
20216.11%10.21%-0.11%10.63%
2020-21.64%23.82%8.03%12.13%
201912.83%2.35%0.42%8.61%
20186.50%-16.51%N/AN/A

Rank in category (by total return)

YTD11
1-month16
3-month30
1-year23
3-year49
5-year51

Load adjusted returns

1-year25.39%
3-year8.49%
5-year13.87%
10-year10.96%