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Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.77+0.18 (+1.15%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return10.49%
Number of years up15
Number of years down3
Best 1-yr total return (2 May 2024)24.62%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return24.62%
Worst 3-yr total return5.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSPAXCategory
YTD4.16%11.36%
1-month-3.00%1.08%
3-month2.78%5.12%
1-year16.30%28.59%
3-year6.13%9.08%
5-year10.15%8.21%
10-year9.57%7.85%
Last bull market19.36%22.28%
Last bear market-14.09%-18.84%

Annual total return (%) history

Year
GSPAXCategory
2024
N/AN/A
2023
21.04%N/A
2022
-14.84%N/A
2021
22.42%N/A
2020
13.67%4.24%
2019
24.62%18.81%
2018
-6.64%-5.81%
2017
14.82%13.46%
2016
12.76%7.25%
2015
2.08%-0.37%
2014
10.47%8.01%
2013
24.58%16.58%
2012
10.33%7.95%
2011
4.90%-0.51%
2010
15.07%12.63%
2009
23.03%30.03%
2008
-31.93%-32.53%
2007
2.99%20.58%
2006
14.53%18.01%
2005
N/A13.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20236.87%6.97%-2.93%9.08%
2022-3.00%-14.09%-5.18%7.78%
20216.00%6.30%0.01%8.64%
2020-19.47%18.93%7.50%10.41%
201911.55%2.89%1.97%6.48%
2018-1.88%2.93%4.95%-11.92%
20173.94%1.81%3.73%4.61%
20162.99%2.49%3.50%3.22%
20151.80%0.77%-6.00%5.85%
20140.73%5.01%0.90%3.50%
20137.62%3.20%3.52%8.37%
20128.92%-2.14%4.42%-0.87%
20114.97%0.81%-11.52%12.03%
20104.65%-8.70%10.73%8.77%
2009-11.54%15.44%12.69%6.90%
2008-6.43%-3.64%-4.28%-21.13%
20071.63%4.00%2.15%-4.61%
20063.80%-1.10%5.09%6.16%
20051.40%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month48
3-month44
1-year18
3-year36
5-year11

Load adjusted returns

1-year9.91%
3-year4.15%
5-year8.92%
10-year8.96%