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Goldman Sachs US Equity Insights P (GSEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.86+0.03 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.55%
5-year average return14.53%
Number of years up4
Number of years down1
Best 1-yr total return (27 May 2024)29.58%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return29.58%
Worst 3-yr total return7.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSEPXCategory
YTD6.95%5.31%
1-month-4.18%-4.19%
3-month5.67%3.90%
1-year23.75%20.31%
3-year6.72%6.48%
5-year11.91%11.78%
10-year11.20%10.96%
Last bull market26.31%25.56%
Last bear market-16.87%-15.11%

Annual total return (%) history

Year
GSEPXCategory
2024
N/AN/A
2023
23.58%22.32%
2022
-19.33%-16.96%
2021
29.58%26.07%
2020
18.29%15.83%
2019
25.88%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
20236.45%7.42%-3.27%11.72%
2022-5.33%-16.87%-3.40%6.10%
20216.90%9.19%1.00%9.92%
2020-19.37%22.89%8.78%9.75%
201913.14%2.30%0.80%7.89%
20187.22%-15.92%N/AN/A

Rank in category (by total return)

YTD21
1-month47
3-month12
1-year23
3-year53
5-year57

Load adjusted returns

1-year23.75%
3-year6.72%
5-year11.91%
10-year11.20%