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Goldman Sachs Large Cap Value Instl (GSLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.74+0.08 (+0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.98%
5-year average return10.31%
Number of years up17
Number of years down7
Best 1-yr total return (17 Jun 2024)33.20%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return33.20%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSLIXCategory
YTD9.11%4.44%
1-month2.82%-4.04%
3-month3.46%4.09%
1-year24.69%14.37%
3-year7.62%6.04%
5-year11.59%9.20%
10-year7.99%8.57%
Last bull market26.83%22.97%
Last bear market-12.54%-11.27%

Annual total return (%) history

Year
GSLIXCategory
2024
N/AN/A
2023
13.09%11.63%
2022
-6.28%-5.90%
2021
24.05%26.22%
2020
4.25%2.91%
2019
26.04%25.04%
2018
-8.61%-8.53%
2017
9.73%15.94%
2016
11.69%14.81%
2015
-4.30%-4.05%
2014
12.73%10.21%
2013
33.20%31.21%
2012
19.62%14.57%
2011
-7.45%-0.75%
2010
12.56%13.66%
2009
25.24%24.13%
2008
-37.01%-37.09%
2007
3.89%1.42%
2006
18.93%18.15%
2005
6.25%5.95%
2004
19.33%12.97%
2003
25.50%28.44%
2002
-12.00%-18.69%
2001
-5.00%-4.99%
2000
10.41%7.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.07%N/AN/AN/A
20230.55%4.82%-3.81%11.54%
2022-0.48%-12.54%-3.69%11.79%
20218.89%4.74%0.29%8.45%
2020-24.52%12.37%6.67%15.23%
201911.89%3.71%1.55%6.96%
2018-3.81%1.78%6.42%-12.28%
20173.75%1.61%1.19%2.88%
2016-2.41%3.74%3.86%6.23%
2015-0.23%1.47%-11.07%6.30%
20143.28%5.42%0.00%3.54%
201310.83%4.04%5.92%9.06%
201214.05%-4.46%7.63%1.99%
20114.79%-1.36%-19.53%11.27%
20107.03%-13.57%10.03%10.59%
2009-10.08%15.21%15.44%4.73%
2008-7.82%1.40%-13.97%-21.66%
20070.96%6.54%0.32%-3.72%
20064.22%0.22%7.03%6.38%
2005-1.60%1.78%4.50%1.52%
20044.48%2.74%0.92%10.16%
2003-3.77%12.92%2.15%13.08%
20022.61%-6.87%-14.05%7.15%
2001-6.57%4.20%-9.47%7.79%
2000-1.00%-2.02%8.66%4.75%

Rank in category (by total return)

YTD25
1-month63
3-month59
1-year33
3-year27
5-year47

Load adjusted returns

1-year24.69%
3-year7.62%
5-year11.59%
10-year7.99%