UK markets closed

Goldman Sachs Large Cp Val Insghts R (GCVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.53+0.09 (+0.37%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.40%
5-year average return9.11%
Number of years up12
Number of years down4
Best 1-yr total return (15 May 2024)33.75%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return33.75%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGCVRXCategory
YTD5.02%4.44%
1-month-4.94%-4.04%
3-month4.74%4.09%
1-year14.80%14.37%
3-year5.10%6.04%
5-year7.48%9.20%
10-year7.85%8.57%
Last bull market23.59%22.97%
Last bear market-13.20%-11.27%

Annual total return (%) history

Year
GCVRXCategory
2024
N/AN/A
2023
10.32%11.63%
2022
-8.88%-5.90%
2021
28.40%26.22%
2020
0.83%2.91%
2019
20.23%25.04%
2018
-9.35%-8.53%
2017
18.68%15.94%
2016
14.16%14.81%
2015
-3.17%-4.05%
2014
13.66%10.21%
2013
33.75%31.21%
2012
14.93%14.57%
2011
2.74%-0.75%
2010
13.53%13.66%
2009
14.18%24.13%
2008
-37.76%-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
20230.54%3.60%-2.33%8.44%
2022-1.03%-13.20%-4.84%11.46%
202110.92%6.39%-0.67%9.54%
2020-27.31%15.97%5.80%13.05%
201911.32%1.02%0.72%6.15%
2018-1.88%2.25%5.15%-14.07%
20174.25%2.38%5.23%5.67%
2016-0.75%3.34%3.64%7.39%
2015-0.31%-1.17%-7.37%6.10%
20143.72%4.24%-0.27%5.41%
201311.82%3.03%5.85%9.68%
201211.67%-3.75%6.16%0.72%
20118.23%-0.01%-15.53%12.40%
20106.72%-11.76%9.56%10.04%
2009-17.28%13.65%16.78%4.00%
2008-9.37%-3.63%-8.25%-22.33%

Rank in category (by total return)

YTD39
1-month84
3-month32
1-year47
3-year74
5-year83

Load adjusted returns

1-year14.80%
3-year5.10%
5-year7.48%
10-year7.85%