Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Goldman Sachs Small Cp Val Insghts C (GSCTX)

11.26
+0.81
+(7.75%)
At close: 8:01:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -20.47%
5y Average Return 11.82%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Apr 8, 2025) 31.87%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 31.87%
Worst 3Y Total Return 2.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSCTX
Category
YTD
-8.98%
26.79%
1-Month
-6.42%
-1.77%
3-Month
-8.98%
4.45%
1-Year
-3.70%
71.02%
3-Year
0.71%
9.35%
5-Year
15.61%
12.17%
10-Year
5.86%
9.95%
Last Bull Market
22.08%
28.07%
Last Bear Market
-15.00%
-24.24%

Annual Total Return (%) History

Year
GSCTX
Category
2025
--
--
2024
10.59%
--
2023
16.18%
--
2022
-14.48%
--
2021
31.87%
--
2020
-0.78%
4.02%
2019
22.14%
21.43%
2018
-11.66%
-15.46%

2017
6.28%
8.54%
2016
30.07%
25.99%
2015
-5.89%
-6.71%
2014
4.98%
3.34%
2013
30.74%
36.22%
2012
11.09%
16.00%
2011
-2.82%
-4.45%
2010
28.64%
26.17%
2009
21.06%
31.32%
2008
-31.85%
-32.24%
2007
--
-6.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.98% -- -- --
2024 4.53% -1.84% 10.30% -2.28%
2023 0.82% 3.50% -2.87% 14.63%
2022 -2.09% -15.00% -5.35% 8.57%
2021 20.37% 6.14% -2.49% 5.85%
2020 -36.64% 21.59% 1.24% 27.21%
2019 11.54% 1.73% -0.23% 7.88%
2018 -0.46% 8.70% 0.85% -19.05%
2017 -1.18% -0.31% 5.35% 2.39%
2016 2.47% 3.03% 8.39% 13.67%

2015 3.94% -3.35% -9.41% 3.41%
2014 0.74% 2.36% -8.23% 10.93%
2013 9.95% 1.52% 7.50% 8.95%
2012 11.41% -4.03% 4.61% -0.67%
2011 6.15% -1.02% -19.67% 15.14%
2010 11.41% -10.18% 9.29% 17.63%
2009 -20.88% 17.78% 24.12% 4.67%
2008 -10.27% -2.67% 2.75% -24.05%
2007 -8.51% -8.20% -- --

Rank in Category (By Total Return)

YTD 77
1-Month 83
3-Month 77
1-Year 56
3-Year 75
5-Year 73

Load Adjusted Returns

1-Year -4.30%
3-Year 0.71%
5-Year 15.61%
10-Year 5.86%

Performance & Risk

YTD Return -20.47%
5y Average Return 11.82%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Goldman Sachs
Net Assets 821.38M
YTD Return -8.98%
Yield 1.52%
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 broadly diversified portfolio of equity investments in small-cap U.S. issuers, including foreign issuers that are traded in the United States.

Related Tickers