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Goldman Sachs Rising Dividend Growth Fd Inst Cl: (MF: GSRLX)
(NASDAQ Mutual Funds) As of Aug 7, 2025 08:00 PM ET
$12.60 USD
-0.07 (-0.55%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.73 | 81 |
| 3 months | 4.78 | 63 |
| 6 months | 3.73 | 81 |
| 1 Year | 6.29 | 94 |
| 3 Year | 14.05 | 42 |
| 5 Year | 15.10 | 35 |
| 10 Year | 9.71 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 6.29 |
| 5 Year | 15.09 |
| 10 Year | 9.72 |
| Since Inception | 10.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.99 | 4.78 | NA | NA |
| 2024 | 8.15 | 1.00 | 6.24 | -3.55 |
| 2023 | 3.89 | 4.52 | -2.98 | 11.75 |
| 2022 | -2.46 | -11.84 | -2.49 | 11.27 |
| 2021 | 10.73 | 9.04 | -1.06 | 9.00 |
| 2020 | -26.88 | 22.57 | 4.64 | 16.23 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.73 | 11.93 | 17.74 | -6.70 | 30.22 | 9.00 | 25.87 | -6.21 | 18.07 | 6.03 | -5.52 |
| % Total Return Rel to Index | -2.46 | -13.09 | -8.50 | 11.49 | 1.53 | -9.40 | -5.61 | -1.82 | -3.72 | -5.90 | -6.91 |
| % Total Return Rel to Peer | -2.52 | -3.90 | 2.45 | 4.08 | 5.88 | 0.79 | 0.23 | 1.34 | 0.66 | -5.29 | -2.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 3.00 | 3.00 | 5.00 | 5.00 |
| % Dividends | 0.11 | 0.23 | 0.43 | 0.28 | 0.18 | 0.47 | 0.34 | 0.41 | 0.44 | 0.37 | 0.26 |
| % Yield | 0.85 | 1.61 | 1.57 | 2.14 | 1.17 | 3.80 | 2.63 | 2.08 | 1.75 | 1.65 | 1.24 |
| Capital Gains ($) | 0.00 | 1.35 | 0.68 | 1.34 | 1.17 | 0.04 | 0.98 | 9.04 | 3.91 | 0.36 | 0.00 |
| Expense Ratio | 0.00 | 0.69 | 0.70 | 0.72 | 0.72 | 0.78 | 0.80 | 0.78 | 0.76 | 0.74 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%