Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Growth Instl (GSAJX)

12.75
-0.64
(-4.78%)
As of 8:06:03 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -13.72%
5y Average Return 14.92%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 3, 2025) 54.74%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 54.74%
Worst 3Y Total Return -2.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSAJX
Category
YTD
-10.31%
12.40%
1-Month
-8.48%
3.37%
3-Month
-10.31%
4.88%
1-Year
-0.64%
55.69%
3-Year
3.00%
19.34%
5-Year
14.47%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
25.58%
27.85%
Last Bear Market
-19.62%
-24.06%

Annual Total Return (%) History

Year
GSAJX
Category
2025
--
--
2024
21.73%
--
2023
18.94%
--
2022
-28.72%
--
2021
8.63%
--
2020
54.74%
38.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.31% -- -- --
2024 9.88% 1.86% 7.29% 1.37%
2023 7.37% 6.08% -6.88% 12.14%
2022 -15.29% -19.62% 2.44% 2.19%
2021 3.12% 4.67% -1.14% 1.81%
2020 -20.84% 36.48% 9.17% 31.19%

Rank in Category (By Total Return)

YTD 48
1-Month 74
3-Month 48
1-Year 21
3-Year 15
5-Year 21

Load Adjusted Returns

1-Year -0.64%
3-Year 3.00%
5-Year 14.47%
10-Year --

Performance & Risk

YTD Return -13.72%
5y Average Return 14.92%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Goldman Sachs
Net Assets 282.23M
YTD Return -10.31%
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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