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Goldman Sachs Small Cp Val Insghts Inv (GTTTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.79+0.39 (+1.04%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.19%
5-year average return9.07%
Number of years up11
Number of years down5
Best 1-yr total return (3 Jun 2024)33.21%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return33.21%
Worst 3-yr total return3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTTTXCategory
YTD4.23%26.79%
1-month5.42%-1.77%
3-month2.77%4.45%
1-year25.78%71.02%
3-year2.96%9.35%
5-year10.21%12.17%
10-year8.29%9.95%
Last bull market27.64%28.07%
Last bear market-14.75%-24.24%

Annual total return (%) history

Year
GTTTXCategory
2024
N/AN/A
2023
17.37%N/A
2022
-13.65%N/A
2021
33.21%N/A
2020
0.22%4.02%
2019
23.37%21.43%
2018
-10.81%-15.46%
2017
7.36%8.54%
2016
31.38%25.99%
2015
-4.93%-6.71%
2014
6.03%3.34%
2013
32.01%36.22%
2012
12.21%16.00%
2011
-1.85%-4.45%
2010
29.92%26.17%
2009
22.57%31.32%
2008
-31.25%-32.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20231.10%3.77%-2.64%14.91%
2022-1.88%-14.75%-5.13%8.82%
202120.67%6.39%-2.22%6.11%
2020-36.48%21.92%1.48%27.52%
201911.84%1.95%0.03%8.18%
2018-0.21%8.97%1.09%-18.87%
2017-0.94%-0.05%5.62%2.65%
20162.73%3.30%8.63%13.97%
20154.24%-3.13%-9.17%3.67%
20140.98%2.62%-7.97%11.18%
201310.24%1.73%7.80%9.20%
201211.66%-3.78%4.85%-0.40%
20116.38%-0.77%-19.43%15.42%
201011.62%-9.94%9.56%17.97%
2009-20.52%18.05%24.49%4.94%
2008-9.89%-2.44%2.81%-23.94%

Rank in category (by total return)

YTD35
1-month22
3-month58
1-year39
3-year52
5-year59

Load adjusted returns

1-year25.78%
3-year2.96%
5-year10.21%
10-year8.29%