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Goldman Sachs Blue Chip Investor (GIRGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.38-0.15 (-0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.33%
5-year average return13.70%
Number of years up10
Number of years down4
Best 1-yr total return (28 May 2024)33.40%
Worst 1-yr total return (28 May 2024)N/A
Best 3-yr total return33.40%
Worst 3-yr total return5.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIRGXCategory
YTD4.18%5.31%
1-month-4.48%-4.19%
3-month3.91%3.90%
1-year16.64%20.31%
3-year5.39%6.48%
5-year11.67%11.78%
10-year10.59%10.96%
Last bull market24.94%25.56%
Last bear market-17.34%-15.11%

Annual total return (%) history

Year
GIRGXCategory
2024
N/AN/A
2023
21.53%22.32%
2022
-20.57%-16.96%
2021
27.32%26.07%
2020
21.69%15.83%
2019
31.19%28.78%
2018
-1.71%-6.27%
2017
18.68%20.44%
2016
4.93%10.37%
2015
-2.02%-1.07%
2014
12.66%10.96%
2013
33.40%31.50%
2012
18.53%14.96%
2011
-4.90%-1.27%
2010
13.29%14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
20237.58%6.98%-5.51%11.76%
2022-9.42%-17.34%-4.65%11.26%
20215.24%8.20%1.01%10.70%
2020-17.15%17.59%10.81%12.73%
201913.41%4.33%2.89%7.77%
2018-0.39%3.53%8.04%-11.79%
20177.68%2.91%1.88%5.13%
2016-3.96%1.21%4.23%3.57%
20150.62%1.22%-9.40%6.18%
20141.43%4.04%1.48%5.20%
20139.72%3.10%7.62%9.58%
201215.03%-4.44%7.43%0.37%
20113.92%0.25%-16.88%9.82%
20105.66%-12.48%11.09%10.28%

Rank in category (by total return)

YTD74
1-month64
3-month58
1-year77
3-year77
5-year61

Load adjusted returns

1-year16.64%
3-year5.39%
5-year11.67%
10-year10.59%