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Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Growth Investor (GSAHX)

13.33
-0.91
(-6.39%)
At close: 8:01:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.83%
5y Average Return 15.87%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 2, 2025) 54.53%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 54.53%
Worst 3Y Total Return -2.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSAHX
Category
YTD
-2.01%
12.40%
1-Month
-6.66%
3.37%
3-Month
-9.45%
4.88%
1-Year
10.27%
55.69%
3-Year
6.20%
19.34%
5-Year
12.24%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
25.62%
27.85%
Last Bear Market
-19.67%
-24.06%

Annual Total Return (%) History

Year
GSAHX
Category
2025
--
--
2024
21.65%
--
2023
18.80%
--
2022
-28.78%
--
2021
8.50%
--
2020
54.53%
38.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.29% -- -- --
2024 9.84% 1.86% 7.25% 1.38%
2023 7.39% 6.01% -6.90% 12.09%
2022 -15.32% -19.67% 2.45% 2.20%
2021 3.06% 4.67% -1.21% 1.81%
2020 -20.84% 36.36% 9.18% 31.12%

Rank in Category (By Total Return)

YTD 27
1-Month 43
3-Month 33
1-Year 14
3-Year 11
5-Year 16

Load Adjusted Returns

1-Year 10.27%
3-Year 6.20%
5-Year 12.24%
10-Year --

Performance & Risk

YTD Return -7.83%
5y Average Return 15.87%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Goldman Sachs
Net Assets 304.76M
YTD Return -2.01%
Yield 0.00%
Morningstar Rating
Inception Date Oct 31, 2019

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in a diversified portfolio of equity investments in small-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 (“emerging countries”) and securities quoted in foreign currencies.

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