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Goldman Sachs Focused Value Instl (GFVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.31+0.05 (+0.33%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.20%
5-year average return11.75%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)28.98%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.98%
Worst 3-yr total return5.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGFVSXCategory
YTD8.13%4.44%
1-month-0.20%-4.04%
3-month-2.17%4.09%
1-year16.05%14.37%
3-year8.39%6.04%
5-year11.95%9.20%
10-year0.00%8.57%
Last bull market26.67%22.97%
Last bear market-13.57%-11.27%

Annual total return (%) history

Year
GFVSXCategory
2024
N/AN/A
2023
14.96%11.63%
2022
-6.27%-5.90%
2021
24.98%26.22%
2020
9.86%2.91%
2019
28.98%25.04%
2018
-9.36%-8.53%
2017
12.92%15.94%
2016
14.97%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.53%-2.17%N/AN/A
20232.24%4.77%-3.13%10.80%
2022-1.02%-13.57%-3.81%13.90%
20218.74%5.19%-0.42%9.73%
2020-24.12%15.11%7.84%16.65%
201912.70%4.14%2.04%7.69%
2018-4.44%1.74%6.66%-12.59%
20174.40%3.02%2.31%2.61%
2016-2.61%4.79%5.32%6.96%
20155.22%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month35
3-month65
1-year37
3-year19
5-year17

Load adjusted returns

1-year16.05%
3-year8.39%
5-year11.95%
10-yearN/A