NasdaqGM - Delayed Quote USD

Goldman Sachs Large Cp Val Insghts R6 (GCVUX)

22.92
-0.40
(-1.72%)
At close: 7:18:21 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.82%
5y Average Return 9.67%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Jan 8, 2025) 29.26%
Worst 1Y Total Return (Jan 8, 2025) --
Best 3Y Total Return 29.26%
Worst 3Y Total Return 3.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GCVUX
Category
YTD
17.81%
4.44%
1-Month
-5.98%
-4.04%
3-Month
-0.94%
4.09%
1-Year
17.81%
14.37%
3-Year
6.25%
6.04%
5-Year
9.48%
9.20%
10-Year
8.79%
8.57%
Last Bull Market
19.05%
22.97%
Last Bear Market
-13.05%
-11.27%

Annual Total Return (%) History

Year
GCVUX
Category
2024
17.81%
--
2023
11.04%
11.63%
2022
-8.31%
-5.90%
2021
29.26%
26.22%
2020
1.44%
2.91%
2019
21.07%
25.04%
2018
-8.80%
-8.53%
2017
19.47%
15.94%

2016
14.94%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.64% -1.88% 9.55% -0.94%
2023 0.68% 3.80% -2.15% 8.59%
2022 -0.89% -13.05% -4.69% 11.63%
2021 11.11% 6.56% -0.51% 9.72%
2020 -27.18% 16.13% 5.94% 13.23%
2019 11.53% 1.18% 0.88% 6.36%
2018 -1.73% 2.42% 5.28% -13.93%
2017 4.43% 2.49% 5.43% 5.87%
2016 -0.55% 3.49% 3.79% 7.59%
2015 6.32% -- -- --

Rank in Category (By Total Return)

YTD 18
1-Month 47
3-Month 33
1-Year 18
3-Year 51
5-Year 47

Load Adjusted Returns

1-Year 17.81%
3-Year 6.25%
5-Year 9.48%
10-Year 8.79%

Performance & Risk

YTD Return 0.82%
5y Average Return 9.67%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Goldman Sachs
Net Assets 506.32M
YTD Return 17.81%
Yield 1.18%
Morningstar Rating
Inception Date Dec 31, 1998

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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