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Goldman Sachs Rising Dividend Gr R (GSRRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.15+0.03 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return12.07%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)29.46%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.46%
Worst 3-yr total return3.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSRRXCategory
YTD6.90%5.31%
1-month3.55%-4.19%
3-month2.52%3.90%
1-year23.78%20.31%
3-year8.20%6.48%
5-year13.07%11.78%
10-year8.96%10.96%
Last bull market23.39%25.56%
Last bear market-11.97%-15.11%

Annual total return (%) history

Year
GSRRXCategory
2024
N/AN/A
2023
17.09%22.32%
2022
-7.29%-16.96%
2021
29.46%26.07%
2020
8.46%15.83%
2019
25.18%28.78%
2018
-6.85%-6.27%
2017
17.27%20.44%
2016
5.35%10.37%
2015
-6.11%-1.07%
2014
12.07%10.96%
2013
28.11%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.98%N/AN/AN/A
20233.81%4.39%-3.19%11.61%
2022-2.61%-11.97%-2.65%11.09%
202110.55%8.91%-1.21%8.83%
2020-27.00%22.40%4.55%16.10%
201912.78%4.32%1.54%4.79%
2018-2.07%2.93%7.02%-13.64%
20174.65%0.56%3.89%7.26%
20160.41%2.66%0.19%2.00%
20150.85%-1.16%-8.95%3.46%
20142.27%5.50%0.99%2.85%
201310.29%1.01%5.79%8.71%
2012-2.99%5.60%-0.90%N/A

Rank in category (by total return)

YTD81
1-month75
3-month71
1-year72
3-year48
5-year75

Load adjusted returns

1-year23.78%
3-year8.20%
5-year13.07%
10-year8.96%