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Goldman Sachs Equity Income Inv (GRGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.97+0.08 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.65%
5-year average return8.66%
Number of years up11
Number of years down5
Best 1-yr total return (2 Jul 2024)32.80%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.80%
Worst 3-yr total return5.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGRGTXCategory
YTD7.29%4.44%
1-month-0.11%-4.04%
3-month-1.05%4.09%
1-year14.09%14.37%
3-year6.87%6.04%
5-year8.91%9.20%
10-year7.77%8.57%
Last bull market20.92%22.97%
Last bear market-10.13%-11.27%

Annual total return (%) history

Year
GRGTXCategory
2024
N/AN/A
2023
8.41%11.63%
2022
-4.17%-5.90%
2021
22.11%26.22%
2020
3.73%2.91%
2019
25.22%25.04%
2018
-5.85%-8.53%
2017
10.65%15.94%
2016
13.50%14.81%
2015
-2.83%-4.05%
2014
11.61%10.21%
2013
32.80%31.21%
2012
19.87%14.57%
2011
-7.44%-0.75%
2010
11.79%13.66%
2009
18.51%24.13%
2008
-35.36%-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.44%-1.05%N/AN/A
2023-1.54%3.55%-2.98%9.59%
2022-0.59%-10.13%-4.57%12.39%
20217.01%4.21%0.16%9.32%
2020-22.67%12.92%6.08%11.99%
201910.92%4.04%2.59%5.77%
2018-2.82%1.16%5.98%-9.63%
20173.18%0.21%2.81%4.10%
2016-0.84%4.36%1.81%7.73%
20150.66%0.98%-9.95%6.16%
20142.27%4.87%0.18%3.88%
201311.02%3.99%5.60%8.94%
201213.91%-3.67%7.43%1.68%
20114.22%-1.42%-18.60%10.68%
20106.29%-12.94%10.18%9.65%
2009-13.04%12.72%15.35%4.81%
2008-7.29%-0.57%-11.89%-20.40%

Rank in category (by total return)

YTD49
1-month33
3-month40
1-year55
3-year44
5-year70

Load adjusted returns

1-year14.09%
3-year6.87%
5-year8.91%
10-year7.77%