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Goldman Sachs Mid Cap Value Fund (GSMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.48+0.10 (+0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.46%
5-year average return9.77%
Number of years up18
Number of years down8
Best 1-yr total return (26 Jun 2024)32.49%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.49%
Worst 3-yr total return3.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSMSXCategory
YTD5.39%17.04%
1-month3.24%-0.01%
3-month1.83%5.47%
1-year21.64%50.44%
3-year5.09%13.15%
5-year11.31%13.75%
10-year7.63%11.35%
Last bull market27.44%25.95%
Last bear market-13.90%-22.55%

Annual total return (%) history

Year
GSMSXCategory
2024
N/AN/A
2023
11.26%N/A
2022
-10.75%N/A
2021
30.23%N/A
2020
8.26%12.39%
2019
31.35%26.21%
2018
-10.94%-11.15%
2017
10.57%15.93%
2016
12.72%14.14%
2015
-9.56%-4.75%
2014
13.15%7.80%
2013
32.28%34.10%
2012
17.94%16.15%
2011
-6.71%-3.81%
2010
24.28%22.52%
2009
32.49%37.39%
2008
-36.77%-39.18%
2007
2.82%4.85%
2006
15.50%14.03%
2005
12.33%9.25%
2004
25.40%16.30%
2003
27.41%36.28%
2002
-5.16%-16.55%
2001
11.83%-3.12%
2000
31.43%6.36%
1999
-0.70%20.92%
1998
-5.90%10.36%
1997
N/A25.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.40%N/AN/AN/A
2023-0.06%5.25%-6.41%13.03%
2022-3.34%-13.90%-2.62%10.12%
202110.58%5.59%0.95%10.49%
2020-29.93%19.31%7.12%20.89%
201914.66%5.29%3.04%5.59%
2018-1.59%1.97%3.38%-14.15%
20173.37%0.53%1.52%4.80%
2016-0.68%4.14%3.28%5.52%
20151.80%-2.13%-10.18%1.06%
20143.65%4.63%-1.19%5.58%
201312.66%2.18%6.65%7.74%
201212.63%-4.62%5.89%3.68%
20115.66%0.16%-20.34%10.67%
20108.54%-11.05%14.19%12.73%
2009-9.42%15.86%19.44%5.70%
2008-7.94%4.53%-13.80%-23.78%
20074.67%4.66%-3.10%-3.14%
20065.98%-1.47%2.04%8.39%
20051.99%3.87%5.37%0.63%
20047.41%2.65%1.05%12.56%
2003-4.49%12.98%3.62%13.95%
20027.08%-0.73%-13.74%3.43%
2001-1.25%9.16%-8.31%13.14%
20001.80%1.94%13.40%11.67%
1999-3.64%21.13%-16.04%1.32%
199811.59%-3.87%-20.81%10.78%
1997-3.18%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month62
3-month56
1-year70
3-year32
5-year47

Load adjusted returns

1-year21.64%
3-year5.09%
5-year11.31%
10-year7.63%