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Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Gr Insghts Instl (GSIOX)

23.54
+2.07
+(9.64%)
At close: 8:01:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -21.64%
5y Average Return 8.77%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 8, 2025) 38.47%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 38.47%
Worst 3Y Total Return -1.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSIOX
Category
YTD
-10.91%
12.40%
1-Month
-8.27%
3.37%
3-Month
-10.91%
4.88%
1-Year
-1.62%
55.69%
3-Year
3.53%
19.34%
5-Year
12.47%
20.72%
10-Year
6.46%
13.98%
Last Bull Market
30.03%
27.85%
Last Bear Market
-19.01%
-24.06%

Annual Total Return (%) History

Year
GSIOX
Category
2025
--
--
2024
22.38%
--
2023
21.29%
--
2022
-27.09%
--
2021
11.08%
--
2020
18.24%
38.62%
2019
26.49%
27.68%
2018
-7.15%
-5.76%

2017
18.41%
21.50%
2016
13.89%
11.20%
2015
0.62%
-2.41%
2014
6.72%
2.44%
2013
38.47%
40.91%
2012
15.04%
13.15%
2011
1.48%
-3.55%
2010
31.61%
26.98%
2009
35.86%
35.46%
2008
-38.73%
-41.55%
2007
--
7.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.91% -- -- --
2024 10.82% -2.16% 9.44% 3.13%
2023 6.24% 8.50% -6.16% 12.13%
2022 -13.12% -19.01% -1.83% 5.56%
2021 6.84% 6.07% -4.27% 2.39%
2020 -29.63% 28.38% 3.78% 26.11%
2019 16.21% 2.67% -3.44% 9.79%
2018 3.67% 8.45% 5.02% -21.36%
2017 2.82% 2.88% 7.77% 3.87%
2016 -3.27% 2.48% 8.70% 5.70%

2015 7.90% -0.88% -10.77% 5.43%
2014 0.62% 2.45% -5.46% 9.52%
2013 12.42% 3.43% 10.06% 8.20%
2012 13.70% -4.23% 5.17% 0.45%
2011 8.50% 2.05% -21.65% 16.98%
2010 8.95% -9.27% 11.38% 19.54%
2009 -9.91% 22.01% 17.48% 5.21%
2008 -14.24% 5.20% -7.63% -26.48%
2007 -4.25% -5.74% -- --

Rank in Category (By Total Return)

YTD 56
1-Month 70
3-Month 56
1-Year 25
3-Year 11
5-Year 43

Load Adjusted Returns

1-Year -1.62%
3-Year 3.53%
5-Year 12.47%
10-Year 6.46%

Performance & Risk

YTD Return -21.64%
5y Average Return 8.77%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Goldman Sachs
Net Assets 124.01M
YTD Return -10.91%
Yield 0.89%
Morningstar Rating
Inception Date Apr 16, 2018

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. It may also invest in fixed income securities that are considered to be cash equivalents.

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