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NasdaqGM - Delayed Quote USD
Goldman Sachs Mid Cap Value Instl (GSMCX)
35.71
+0.43
+(1.22%)
At close: 8:03:52 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.61% |
| 5y Average Return | 17.10% |
| Number of Years Up | 21 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Mar 31, 2025) | 32.97% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 32.97% |
| Worst 3Y Total Return | 4.02% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GSMCX
Category
- YTD
- 0.88%
- 17.04%
- 1-Month
- -2.31%
- -0.01%
- 3-Month
- -6.57%
- 5.47%
- 1-Year
- 9.27%
- 50.44%
- 3-Year
- 6.08%
- 13.15%
- 5-Year
- 12.85%
- 13.75%
- 10-Year
- 7.94%
- 11.35%
- Last Bull Market
- 18.49%
- 25.95%
- Last Bear Market
- -13.82%
- -22.55%
Annual Total Return (%) History
Year
GSMCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.51% | -4.14% | 8.68% | -0.74% |
| 2023 | 0.06% | 5.40% | -6.28% | 13.16% |
| 2022 | -3.20% | -13.82% | -2.51% | 10.28% |
| 2021 | 10.74% | 5.71% | 1.08% | 10.62% |
| 2020 | -29.86% | 19.47% | 7.25% | 21.04% |
| 2019 | 14.80% | 5.40% | 3.14% | 5.78% |
| 2018 | -1.49% | 2.11% | 3.50% | -14.02% |
| 2017 | 3.51% | 0.68% | 1.63% | 4.94% |
| 2016 | -0.54% | 4.27% | 3.40% | 5.66% |
| 2015 | 1.92% | -2.01% | -10.07% | 1.17% |
| 2014 | 3.78% | 4.75% | -1.06% | 5.72% |
| 2013 | 12.80% | 2.32% | 6.79% | 7.88% |
| 2012 | 12.81% | -4.52% | 6.03% | 3.79% |
| 2011 | 5.81% | 0.26% | -20.23% | 10.78% |
| 2010 | 8.67% | -10.95% | 14.31% | 12.86% |
| 2009 | -9.28% | 15.99% | 19.61% | 5.83% |
| 2008 | -7.83% | 4.66% | -13.67% | -23.71% |
| 2007 | 4.81% | 4.81% | -2.97% | -3.03% |
| 2006 | 6.10% | -1.34% | 2.17% | 8.51% |
| 2005 | 2.12% | 3.97% | 5.56% | 0.74% |
| 2004 | 7.41% | 2.75% | 1.17% | 12.72% |
| 2003 | -4.33% | 13.07% | 3.76% | 14.09% |
| 2002 | 7.19% | -0.57% | -13.65% | 3.53% |
| 2001 | -1.11% | 9.28% | -8.17% | 13.23% |
| 2000 | 1.97% | 2.05% | 13.55% | 11.79% |
| 1999 | -3.52% | 21.23% | -15.88% | 1.40% |
| 1998 | 11.72% | -3.73% | -20.78% | 11.00% |
| 1997 | 4.62% | 19.64% | 12.14% | -3.08% |
| 1996 | 2.88% | -0.31% | 5.06% | 12.68% |
| 1995 | 2.61% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 23 |
| 3-Month | 54 |
| 1-Year | 49 |
| 3-Year | 65 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 9.27% |
| 3-Year | 6.08% |
| 5-Year | 12.85% |
| 10-Year | 7.94% |
Performance & Risk
| YTD Return | -3.61% |
| 5y Average Return | 17.10% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Goldman Sachs |
| Net Assets | 1.11B |
| YTD Return | 0.88% |
| Yield | 1.00% |
| Morningstar Rating | |
| Inception Date | Jan 06, 2009 |
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in a diversified portfolio of equity investments in mid-cap issuers. Although it will invest primarily in publicly traded U.S. securities, the fund may invest in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies.
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