Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Growth A (GSBDX)

14.04
+0.30
+(2.18%)
As of 8:06:04 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.84%
5y Average Return 15.49%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 1, 2025) 54.16%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 54.16%
Worst 3Y Total Return -3.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSBDX
Category
YTD
-2.03%
12.40%
1-Month
-6.69%
3.37%
3-Month
-9.46%
4.88%
1-Year
9.94%
55.69%
3-Year
5.93%
19.34%
5-Year
11.94%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
25.30%
27.85%
Last Bear Market
-19.78%
-24.06%

Annual Total Return (%) History

Year
GSBDX
Category
2024
21.34%
--
2023
18.49%
--
2022
-29.00%
--
2021
8.27%
--
2020
54.16%
38.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.79% 1.81% 7.19% 1.26%
2023 7.36% 5.98% -7.05% 12.04%
2022 -15.34% -19.78% 2.37% 2.12%
2021 3.00% 4.56% -1.21% 1.76%
2020 -20.93% 36.41% 9.01% 31.12%

Rank in Category (By Total Return)

YTD 28
1-Month 44
3-Month 34
1-Year 15
3-Year 13
5-Year 17

Load Adjusted Returns

1-Year 3.89%
3-Year 3.95%
5-Year 10.68%
10-Year --

Performance & Risk

YTD Return -9.84%
5y Average Return 15.49%
Rank in Category (ytd) 28
% 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 -2.03%
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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