UK markets closed

Goldman Sachs Rising Dividend Gr R6 (GSRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.30-0.05 (-0.37%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.91%
5-year average return12.92%
Number of years up4
Number of years down1
Best 1-yr total return (25 Jun 2024)30.13%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return30.13%
Worst 3-yr total return9.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSRFXCategory
YTD7.19%5.31%
1-month3.64%-4.19%
3-month2.67%3.90%
1-year24.45%20.31%
3-year8.81%6.48%
5-year13.72%11.78%
10-year9.46%10.96%
Last bull market23.76%25.56%
Last bear market-11.85%-15.11%

Annual total return (%) history

Year
GSRFXCategory
2024
N/AN/A
2023
17.76%22.32%
2022
-6.73%-16.96%
2021
30.13%26.07%
2020
9.14%15.83%
2019
25.81%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.17%N/AN/AN/A
20233.99%4.45%-2.99%11.76%
2022-2.47%-11.85%-2.49%11.26%
202110.74%9.05%-1.06%8.92%
2020-26.82%22.58%4.65%16.27%
201912.91%4.50%1.60%4.95%
20183.18%7.24%-13.50%N/A

Rank in category (by total return)

YTD79
1-month73
3-month68
1-year69
3-year36
5-year66

Load adjusted returns

1-year24.45%
3-year8.81%
5-year13.72%
10-year9.46%