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Goldman Sachs Tax-Advntgd Gbl Eq P (GSKPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.47+0.12 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.32%
5-year average return10.94%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)22.24%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return22.24%
Worst 3-yr total return5.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSKPXCategory
YTD13.05%12.08%
1-month2.08%0.64%
3-month2.51%6.49%
1-year20.80%38.01%
3-year7.08%12.74%
5-year11.04%12.82%
10-year8.16%9.05%
Last bull market23.59%18.82%
Last bear market-13.81%-20.53%

Annual total return (%) history

Year
GSKPXCategory
2024
N/AN/A
2023
20.25%N/A
2022
-15.30%N/A
2021
22.24%N/A
2020
12.24%12.96%
2019
21.25%25.26%
2018
N/A-10.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.28%2.51%N/AN/A
20235.96%6.20%-2.82%9.96%
2022-4.74%-13.81%-4.27%7.77%
20215.85%8.32%-0.48%7.13%
2020-21.04%20.28%5.81%11.69%
201911.38%1.89%0.00%6.85%
20183.80%-13.99%N/AN/A

Rank in category (by total return)

YTD12
1-month17
3-month29
1-year20
3-year14
5-year22

Load adjusted returns

1-year20.80%
3-year7.08%
5-year11.04%
10-year8.16%