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Goldman Sachs US Tax-Managed Eq Inv (GQIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.88+0.15 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.83%
5-year average return13.75%
Number of years up10
Number of years down3
Best 1-yr total return (1 Jul 2024)38.48%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return38.48%
Worst 3-yr total return6.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGQIRXCategory
YTD16.97%5.31%
1-month3.71%-4.19%
3-month4.03%3.90%
1-year25.27%20.31%
3-year8.40%6.48%
5-year13.77%11.78%
10-year10.83%10.96%
Last bull market27.93%25.56%
Last bear market-16.96%-15.11%

Annual total return (%) history

Year
GQIRXCategory
2024
N/AN/A
2023
23.71%22.32%
2022
-20.31%-16.96%
2021
29.13%26.07%
2020
17.43%15.83%
2019
25.82%28.78%
2018
-7.95%-6.27%
2017
20.14%20.44%
2016
9.43%10.37%
2015
-0.03%-1.07%
2014
13.57%10.96%
2013
38.48%31.50%
2012
16.05%14.96%
2011
3.35%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.43%4.03%N/AN/A
20236.42%8.53%-4.02%11.59%
2022-6.83%-16.96%-3.52%6.75%
20216.08%10.19%-0.11%10.60%
2020-21.64%23.77%7.95%12.15%
201912.78%2.31%0.42%8.58%
20180.13%3.48%6.46%-16.55%
20175.36%2.64%4.86%5.95%
2016-1.31%1.33%3.88%5.34%
20151.41%-1.17%-6.76%6.98%
20142.87%5.08%-0.88%6.00%
201311.34%3.50%7.74%11.54%
201213.58%-3.84%6.35%-0.09%
20116.77%2.08%-15.03%11.59%
201011.29%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month16
3-month31
1-year24
3-year50
5-year54

Load adjusted returns

1-year25.27%
3-year8.40%
5-year13.77%
10-year10.83%