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Goldman Sachs Large Cp Val Insghts R6 (GCVUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.45+0.32 (+1.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.43%
5-year average return10.12%
Number of years up6
Number of years down2
Best 1-yr total return (29 May 2024)29.26%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return29.26%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGCVUXCategory
YTD5.25%4.44%
1-month-4.87%-4.04%
3-month4.92%4.09%
1-year15.54%14.37%
3-year5.77%6.04%
5-year8.17%9.20%
10-year8.55%8.57%
Last bull market23.91%22.97%
Last bear market-13.05%-11.27%

Annual total return (%) history

Year
GCVUXCategory
2024
N/AN/A
2023
11.04%11.63%
2022
-8.31%-5.90%
2021
29.26%26.22%
2020
1.44%2.91%
2019
21.07%25.04%
2018
-8.80%-8.53%
2017
19.47%15.94%
2016
14.94%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.64%N/AN/AN/A
20230.68%3.80%-2.15%8.59%
2022-0.89%-13.05%-4.69%11.63%
202111.11%6.56%-0.51%9.72%
2020-27.18%16.13%5.94%13.23%
201911.53%1.18%0.88%6.36%
2018-1.73%2.42%5.28%-13.93%
20174.43%2.49%5.43%5.87%
2016-0.55%3.49%3.79%7.59%
20156.32%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month81
3-month28
1-year41
3-year58
5-year73

Load adjusted returns

1-year15.54%
3-year5.77%
5-year8.17%
10-year8.55%