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Goldman Sachs Small/Mid Cap Growth C (GSMGX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.99% |
| 5y Average Return | 10.23% |
| Number of Years Up | 12 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 22, 2024) | 57.39% |
| Worst 1Y Total Return (Oct 22, 2024) | -- |
| Best 3Y Total Return | 57.39% |
| Worst 3Y Total Return | -5.07% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GSMGX
Category
- YTD
- 13.53%
- 10.80%
- 1-Month
- 2.40%
- 4.43%
- 3-Month
- 5.81%
- 7.00%
- 1-Year
- 26.40%
- 48.17%
- 3-Year
- -3.36%
- 21.26%
- 5-Year
- 10.26%
- 20.18%
- 10-Year
- 9.59%
- 14.07%
- Last Bull Market
- 36.31%
- 27.14%
- Last Bear Market
- -20.73%
- -21.26%
Annual Total Return (%) History
Year
GSMGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.53% | -5.49% | 5.81% | -- |
| 2023 | 6.62% | 3.87% | -8.30% | 11.34% |
| 2022 | -16.36% | -20.73% | 1.56% | 5.15% |
| 2021 | 0.95% | 6.77% | -0.15% | -0.68% |
| 2020 | -17.84% | 35.50% | 9.76% | 23.90% |
| 2019 | 19.54% | 6.95% | -3.51% | 10.85% |
| 2018 | 3.71% | 2.83% | 6.91% | -18.06% |
| 2017 | 9.98% | 4.29% | 5.38% | 4.93% |
| 2016 | -5.01% | 3.57% | 3.10% | -2.42% |
| 2015 | 4.17% | 3.95% | -11.10% | 1.87% |
| 2014 | 3.26% | 2.05% | -3.51% | 8.00% |
| 2013 | 10.87% | 3.56% | 10.31% | 6.27% |
| 2012 | 15.50% | -4.56% | 6.42% | 2.15% |
| 2011 | 5.90% | -2.08% | -19.68% | 14.10% |
| 2010 | 5.78% | -9.11% | 12.29% | 11.32% |
| 2009 | 1.58% | 21.43% | 16.47% | 9.55% |
| 2008 | -12.29% | 7.14% | -12.25% | -28.02% |
| 2007 | 4.65% | 9.47% | 5.04% | -1.93% |
| 2006 | 12.43% | -9.00% | -0.66% | 10.05% |
| 2005 | 3.10% | 1.72% | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 47 |
| 3-Month | 57 |
| 1-Year | 45 |
| 3-Year | 78 |
| 5-Year | 52 |
Load Adjusted Returns
| 1-Year | 25.40% |
| 3-Year | -3.36% |
| 5-Year | 10.26% |
| 10-Year | 9.59% |
Performance & Risk
| YTD Return | 12.99% |
| 5y Average Return | 10.23% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Goldman Sachs |
| Net Assets | 1.83B |
| YTD Return | 13.53% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 17, 2018 |
Fund Summary
The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.
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