UK markets closed

Goldman Sachs Capital Growth Inv (GSPTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
34.53-0.09 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.62%
5-year average return14.34%
Number of years up12
Number of years down4
Best 1-yr total return (26 Jun 2024)48.65%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return48.65%
Worst 3-yr total return5.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSPTXCategory
YTD9.43%5.31%
1-month3.70%-4.19%
3-month3.38%3.90%
1-year26.54%20.31%
3-year8.19%6.48%
5-year14.99%11.78%
10-year12.98%10.96%
Last bull market26.66%25.56%
Last bear market-17.09%-15.11%

Annual total return (%) history

Year
GSPTXCategory
2024
N/AN/A
2023
26.81%22.32%
2022
-19.68%-16.96%
2021
24.92%26.07%
2020
23.11%15.83%
2019
32.60%28.78%
2018
-2.56%-6.27%
2017
32.14%20.44%
2016
2.17%10.37%
2015
2.19%-1.07%
2014
13.95%10.96%
2013
31.98%31.50%
2012
18.87%14.96%
2011
-1.21%-1.27%
2010
11.12%14.01%
2009
48.65%28.17%
2008
-42.71%-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.82%N/AN/AN/A
20237.70%8.71%-3.57%12.32%
2022-7.10%-17.09%-3.67%8.26%
20213.70%9.22%1.51%8.66%
2020-19.07%21.35%10.41%13.53%
201914.86%4.94%1.71%8.16%
20182.79%3.75%6.71%-14.37%
201711.36%5.40%4.98%7.24%
2016-1.34%0.09%4.29%-0.79%
20153.08%0.31%-7.25%6.57%
20140.73%4.38%1.86%6.40%
20138.72%0.71%9.96%9.63%
201217.02%-4.66%7.84%-1.20%
20113.14%1.46%-14.66%10.62%
20103.38%-11.78%12.04%8.74%
20090.00%22.20%12.59%8.04%
2008-11.07%4.76%-13.80%-28.66%

Rank in category (by total return)

YTD64
1-month72
3-month53
1-year58
3-year48
5-year44

Load adjusted returns

1-year26.54%
3-year8.19%
5-year14.99%
10-year12.98%