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NasdaqGM - Delayed Quote USD

Goldman Sachs Large Cp Val Insghts Instl (GCVIX)

22.20
-1.12
(-4.80%)
At close: 8:03:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.19%
5y Average Return 17.87%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 1, 2025) 34.75%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 34.75%
Worst 3Y Total Return 3.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GCVIX
Category
YTD
4.11%
4.44%
1-Month
0.04%
-4.04%
3-Month
-2.12%
4.09%
1-Year
16.92%
14.37%
3-Year
9.18%
6.04%
5-Year
13.08%
9.20%
10-Year
9.10%
8.57%
Last Bull Market
19.09%
22.97%
Last Bear Market
-13.06%
-11.27%

Annual Total Return (%) History

Year
GCVIX
Category
2024
17.85%
--
2023
11.02%
11.63%
2022
-8.33%
-5.90%
2021
29.19%
26.22%
2020
1.48%
2.91%
2019
21.00%
25.04%
2018
-8.82%
-8.53%
2017
19.44%
15.94%

2016
14.92%
14.81%
2015
-2.56%
-4.05%
2014
14.39%
10.21%
2013
34.75%
31.21%
2012
15.63%
14.57%
2011
3.41%
-0.75%
2010
14.25%
13.66%
2009
14.75%
24.13%
2008
-37.25%
-37.09%
2007
-5.31%
1.42%
2006
18.27%
18.15%
2005
8.71%
5.95%
2004
20.20%
12.97%
2003
29.01%
28.44%
2002
-17.89%
-18.69%
2001
-4.88%
-4.99%
2000
4.54%
7.87%
1999
9.22%
6.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.68% -1.92% 9.59% -0.94%
2023 0.68% 3.80% -2.15% 8.58%
2022 -0.89% -13.06% -4.69% 11.63%
2021 11.11% 6.56% -0.55% 9.72%
2020 -27.18% 16.13% 5.93% 13.28%
2019 11.52% 1.13% 0.88% 6.35%
2018 -1.75% 2.41% 5.28% -13.93%
2017 4.43% 2.48% 5.42% 5.86%
2016 -0.61% 3.56% 3.79% 7.58%
2015 -0.16% -1.07% -7.21% 6.32%

2014 3.81% 4.45% -0.11% 5.61%
2013 12.06% 3.20% 6.01% 9.91%
2012 11.83% -3.51% 6.31% 0.80%
2011 8.38% 0.13% -15.39% 12.61%
2010 6.87% -11.59% 9.72% 10.20%
2009 -17.21% 13.82% 16.92% 4.16%
2008 -9.22% -3.46% -8.17% -22.03%
2007 0.76% 4.70% -3.10% -7.37%
2006 5.83% -0.75% 5.44% 6.79%
2005 -2.22% 1.98% 6.30% 2.57%
2004 5.25% 1.27% 2.27% 10.27%
2003 -4.17% 14.75% 3.22% 13.66%
2002 2.67% -9.98% -17.00% 7.04%
2001 -6.23% 6.03% -10.82% 7.29%
2000 -1.60% -3.98% 8.68% 1.81%
1999 2.59% 10.50% -8.52% 5.32%

Rank in Category (By Total Return)

YTD 62
1-Month 64
3-Month 64
1-Year 30
3-Year 47
5-Year 53

Load Adjusted Returns

1-Year 16.92%
3-Year 9.18%
5-Year 13.08%
10-Year 9.10%

Performance & Risk

YTD Return 0.19%
5y Average Return 17.87%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Goldman Sachs
Net Assets 560.54M
YTD Return 4.11%
Yield 1.13%
Morningstar Rating
Inception Date Nov 30, 2007

Fund Summary

The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a diversified portfolio of equity investments in large cap U.S. issuers, including foreign issuers that are traded in the United States. It may also invest in fixed income securities that are considered to be cash equivalents.

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