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Goldman Sachs Equity Income R6 (GRGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.14+0.09 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.36%
5-year average return9.87%
Number of years up6
Number of years down2
Best 1-yr total return (15 May 2024)25.37%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return25.37%
Worst 3-yr total return5.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGRGUXCategory
YTD5.08%4.44%
1-month-3.09%-4.04%
3-month4.16%4.09%
1-year13.97%14.37%
3-year6.50%6.04%
5-year8.71%9.20%
10-year8.10%8.57%
Last bull market20.93%22.97%
Last bear market-10.11%-11.27%

Annual total return (%) history

Year
GRGUXCategory
2024
N/AN/A
2023
8.48%11.63%
2022
-4.11%-5.90%
2021
22.23%26.22%
2020
3.81%2.91%
2019
25.37%25.04%
2018
-5.71%-8.53%
2017
10.81%15.94%
2016
13.72%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
2023-1.54%3.56%-2.94%9.60%
2022-0.59%-10.11%-4.57%12.44%
20217.05%4.21%0.18%9.37%
2020-22.67%12.98%6.10%12.00%
201910.94%4.10%2.59%5.81%
2018-2.79%1.20%6.02%-9.60%
20173.23%0.21%2.88%4.12%
2016-0.76%4.38%1.88%7.76%
20156.17%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month19
3-month47
1-year52
3-year42
5-year62

Load adjusted returns

1-year13.97%
3-year6.50%
5-year8.71%
10-year8.10%