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Goldman Sachs Small Cap Gr Insghts P (GSZPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.41+0.05 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.79%
5-year average return5.81%
Number of years up4
Number of years down1
Best 1-yr total return (1 Jul 2024)26.51%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return26.51%
Worst 3-yr total return-1.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSZPXCategory
YTD8.41%12.40%
1-month0.08%3.37%
3-month-2.16%4.88%
1-year14.11%55.69%
3-year-2.03%19.34%
5-year5.96%20.72%
10-year7.59%13.98%
Last bull market33.69%27.85%
Last bear market-18.99%-24.06%

Annual total return (%) history

Year
GSZPXCategory
2024
N/AN/A
2023
21.31%N/A
2022
-27.09%N/A
2021
11.14%N/A
2020
18.26%38.62%
2019
26.51%27.68%
2018
N/A-5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.80%-2.16%N/AN/A
20236.23%8.49%-6.15%12.16%
2022-13.17%-18.99%-1.83%5.58%
20216.86%6.06%-4.27%2.43%
2020-29.62%28.36%3.80%26.09%
201916.23%2.67%-3.44%9.78%
20185.04%-21.37%N/AN/A

Rank in category (by total return)

YTD19
1-month39
3-month42
1-year18
3-year35
5-year73

Load adjusted returns

1-year14.11%
3-year-2.03%
5-year5.96%
10-year7.59%