Nasdaq - Delayed Quote USD

Goldman Sachs Large Cap Value R (GSVRX)

15.12
-0.19
(-1.24%)
At close: 8:01:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.40%
5y Average Return 11.87%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Jun 9, 2025) 32.30%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 32.30%
Worst 3Y Total Return 3.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSVRX
Category
YTD
0.40%
4.44%
1-Month
3.49%
-4.04%
3-Month
-3.88%
4.09%
1-Year
7.42%
14.37%
3-Year
9.13%
6.04%
5-Year
13.05%
9.20%
10-Year
7.17%
8.57%
Last Bull Market
16.73%
22.97%
Last Bear Market
-12.67%
-11.27%

Annual Total Return (%) History

Year
GSVRX
Category
2025
--
--
2024
16.51%
--
2023
12.43%
11.63%
2022
-6.79%
-5.90%
2021
23.38%
26.22%
2020
3.70%
2.91%
2019
25.31%
25.04%
2018
-9.14%
-8.53%

2017
9.09%
15.94%
2016
11.02%
14.81%
2015
-4.90%
-4.05%
2014
11.97%
10.21%
2013
32.30%
31.21%
2012
18.87%
14.57%
2011
-8.04%
-0.75%
2010
11.76%
13.66%
2009
24.53%
24.13%
2008
-37.37%
-37.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.27% -- -- --
2024 10.90% -2.30% 9.36% -1.67%
2023 0.44% 4.65% -3.96% 11.38%
2022 -0.62% -12.67% -3.81% 11.65%
2021 8.73% 4.58% 0.18% 8.31%
2020 -24.59% 12.17% 6.48% 15.13%
2019 11.80% 3.49% 1.48% 6.73%
2018 -3.94% 1.64% 6.19% -12.36%
2017 3.55% 1.48% 1.05% 2.74%
2016 -2.55% 3.51% 3.72% 6.12%

2015 -0.35% 1.28% -11.23% 6.15%
2014 3.11% 5.26% -0.11% 3.29%
2013 10.59% 3.92% 5.73% 8.88%
2012 13.89% -4.65% 7.48% 1.83%
2011 4.64% -1.48% -19.68% 11.06%
2010 6.79% -13.70% 9.85% 10.39%
2009 -10.24% 14.94% 15.28% 4.70%
2008 -7.99% 1.26% -14.04% -21.79%

Rank in Category (By Total Return)

YTD 74
1-Month 56
3-Month 81
1-Year 60
3-Year 35
5-Year 56

Load Adjusted Returns

1-Year 7.42%
3-Year 9.13%
5-Year 13.05%
10-Year 7.17%

Performance & Risk

YTD Return 1.40%
5y Average Return 11.87%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Goldman Sachs
Net Assets 424.04M
YTD Return 0.40%
Yield 0.79%
Morningstar Rating
Inception Date Dec 15, 1999

Fund Summary

The fund invests 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 large-cap U.S. 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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