UK markets open in 1 hour 48 minutes

Goldman Sachs Rising Dividend Gr Instl (GSRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.29+0.03 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.24%
5-year average return12.69%
Number of years up12
Number of years down4
Best 1-yr total return (27 Jun 2024)30.21%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.21%
Worst 3-yr total return4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSRLXCategory
YTD7.18%5.31%
1-month3.64%-4.19%
3-month2.66%3.90%
1-year24.52%20.31%
3-year8.82%6.48%
5-year13.72%11.78%
10-year9.62%10.96%
Last bull market23.73%25.56%
Last bear market-11.85%-15.11%

Annual total return (%) history

Year
GSRLXCategory
2024
N/AN/A
2023
17.73%22.32%
2022
-6.73%-16.96%
2021
30.21%26.07%
2020
9.03%15.83%
2019
25.88%28.78%
2018
-6.22%-6.27%
2017
18.06%20.44%
2016
6.03%10.37%
2015
-5.53%-1.07%
2014
12.84%10.96%
2013
28.96%31.50%
2012
9.41%14.96%
2011
3.85%-1.27%
2010
19.22%14.01%
2009
27.28%28.17%
2008
-25.75%-37.79%
2007
N/A6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.16%N/AN/AN/A
20233.89%4.53%-2.99%11.75%
2022-2.47%-11.85%-2.49%11.25%
202110.73%9.05%-1.06%8.99%
2020-26.89%22.58%4.64%16.26%
201912.89%4.49%1.69%4.95%
2018-1.97%3.12%7.24%-13.50%
20174.84%0.71%4.07%7.45%
20160.58%2.86%0.36%2.13%
20150.99%-0.98%-8.84%3.63%
20142.42%5.68%1.18%3.04%
201310.49%1.15%5.94%8.91%
20127.30%-2.79%5.72%-0.78%
20114.08%1.40%-10.84%10.36%
20106.16%-6.22%11.07%7.83%
2009-6.48%13.32%11.41%7.81%
2008-4.59%-1.45%-7.36%-14.76%
20076.59%1.13%-1.36%N/A

Rank in category (by total return)

YTD80
1-month73
3-month69
1-year68
3-year36
5-year66

Load adjusted returns

1-year24.52%
3-year8.82%
5-year13.72%
10-year9.62%