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NasdaqGM - Delayed Quote USD

Goldman Sachs Small Cap Value Inst (GSSIX)

38.12
+0.06
+(0.16%)
At close: 8:08:49 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.68%
5y Average Return 14.30%
Number of Years Up 19
Number of Years Down 8
Best 1Y Total Return (Mar 31, 2025) 38.82%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 38.82%
Worst 3Y Total Return 0.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSSIX
Category
YTD
-0.15%
26.79%
1-Month
-3.82%
-1.77%
3-Month
-8.61%
4.45%
1-Year
9.76%
71.02%
3-Year
1.97%
9.35%
5-Year
9.14%
12.17%
10-Year
6.21%
9.95%
Last Bull Market
20.78%
28.07%
Last Bear Market
-15.20%
-24.24%

Annual Total Return (%) History

Year
GSSIX
Category
2024
7.69%
--
2023
11.32%
--
2022
-14.75%
--
2021
26.71%
--
2020
2.06%
4.02%
2019
23.14%
21.43%
2018
-14.02%
-15.46%
2017
12.34%
8.54%

2016
24.65%
25.99%
2015
-5.39%
-6.71%
2014
7.28%
3.34%
2013
38.82%
36.22%
2012
16.54%
16.00%
2011
0.81%
-4.45%
2010
26.37%
26.17%
2009
28.34%
31.32%
2008
-26.91%
-32.24%
2007
-5.33%
-6.08%
2006
17.78%
16.27%
2005
3.61%
6.40%
2004
19.43%
21.14%
2003
43.85%
42.38%
2002
-7.24%
-10.12%
2001
21.16%
15.92%
2000
32.57%
18.64%
1999
-1.74%
6.78%
1998
-16.56%
-6.93%
1997
--
27.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.28% -3.71% 8.77% -0.43%
2023 0.05% 1.17% -2.96% 13.35%
2022 -3.19% -15.20% -5.28% 9.63%
2021 16.86% 2.66% -1.24% 6.95%
2020 -36.11% 17.82% 3.03% 31.58%
2019 12.49% 3.21% -0.93% 7.05%
2018 -2.04% 3.77% 3.26% -18.08%
2017 1.57% 0.31% 6.02% 4.01%
2016 0.36% 4.71% 6.77% 11.09%
2015 2.95% -0.51% -10.23% 2.89%

2014 1.99% 3.78% -6.19% 8.05%
2013 12.62% 2.85% 9.02% 9.93%
2012 11.46% -4.29% 6.31% 2.74%
2011 7.66% -0.92% -20.31% 18.60%
2010 9.32% -8.89% 10.42% 14.90%
2009 -12.82% 16.04% 19.93% 5.79%
2008 -3.43% -2.89% 3.51% -24.71%
2007 2.23% 3.45% -3.31% -7.42%
2006 11.26% -4.38% 3.13% 7.35%
2005 -5.06% 3.25% 2.73% 2.88%
2004 3.81% 0.97% 3.21% 10.40%
2003 -3.31% 20.12% 5.60% 17.28%
2002 9.26% -1.01% -17.25% 3.65%
2001 3.35% 12.71% -11.13% 17.04%
2000 9.27% 3.24% 12.44% 4.52%
1999 -12.95% 30.23% -11.61% -1.94%
1998 13.42% -4.40% -32.16% 13.43%
1997 -4.08% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 38
3-Month 39
1-Year 27
3-Year 87
5-Year 89

Load Adjusted Returns

1-Year 9.76%
3-Year 1.97%
5-Year 9.14%
10-Year 6.21%

Performance & Risk

YTD Return -5.68%
5y Average Return 14.30%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Goldman Sachs
Net Assets 997.48M
YTD Return -0.15%
Yield 1.15%
Morningstar Rating
Inception Date Aug 15, 1997

Fund Summary

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("net assets") in a diversified portfolio of equity investments in small-cap issuers. Although it will invest primarily in publicly traded U.S. securities, including real estate investment trusts, it may also invest in foreign securities.

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