Goldman Sachs U.s. Equity Insights Fund Investor Class: (MF: GSUTX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$63.15 USD
-1.02 (-1.59%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.49 | 83 |
3 months | 11.59 | 10 |
6 months | 3.49 | 83 |
1 Year | 14.02 | 38 |
3 Year | 18.97 | 16 |
5 Year | 15.38 | 31 |
10 Year | 12.43 | 16 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 918.72 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 14.02 |
5 Year | 15.37 |
10 Year | 12.44 |
Since Inception | 9.89 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -7.26 | 11.59 | NA | NA |
2024 | 11.56 | 4.68 | 7.06 | 2.90 |
2023 | 6.41 | 7.39 | -3.31 | 11.69 |
2022 | -5.34 | -16.90 | -3.41 | 6.06 |
2021 | 6.86 | 9.15 | 2.22 | 8.51 |
2020 | -19.41 | 22.84 | 8.76 | 9.70 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.49 | 28.68 | 23.42 | -19.42 | 29.39 | 18.11 | 25.71 | -6.54 | 23.74 | 11.00 | -0.96 |
% Total Return Rel to Index | -2.71 | 3.66 | -2.81 | -1.22 | 0.71 | -0.28 | -5.77 | -2.15 | 1.94 | -0.93 | -2.35 |
% Total Return Rel to Peer | -2.76 | 12.84 | 8.14 | -8.63 | 5.05 | 9.90 | 0.07 | 1.01 | 6.33 | -0.31 | 2.24 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 1.00 | 1.00 | 3.00 | 3.00 | 1.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.26 | 0.30 | 0.48 | 0.39 | 0.40 | 0.83 | 0.30 | 0.57 | 0.44 | 0.50 |
% Yield | 0.00 | 0.35 | 0.38 | 0.99 | 0.51 | 0.64 | 1.54 | 0.67 | 1.08 | 0.98 | 1.19 |
Capital Gains ($) | 0.00 | 9.80 | 1.20 | 0.00 | 15.57 | 2.23 | 0.00 | 1.66 | 4.38 | 1.39 | 1.19 |
Expense Ratio | 0.00 | 0.67 | 0.68 | 0.68 | 0.68 | 0.69 | 0.69 | 0.70 | 0.71 | 0.71 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%