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Goldman Sachs Small/Mid Cap Value P (GSVPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.68+0.04 (+0.26%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.89%
5-year average return7.92%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)30.86%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.86%
Worst 3-yr total return6.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSVPXCategory
YTD3.41%17.04%
1-month-2.17%-0.01%
3-month-4.48%5.47%
1-year9.13%50.44%
3-year2.13%13.15%
5-year8.26%13.75%
10-year6.88%11.35%
Last bull market27.55%25.95%
Last bear market-16.28%-22.55%

Annual total return (%) history

Year
GSVPXCategory
2024
N/AN/A
2023
11.74%N/A
2022
-15.44%N/A
2021
30.86%N/A
2020
8.14%12.39%
2019
26.69%26.21%
2018
N/A-11.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.27%-4.48%N/AN/A
20232.03%3.77%-5.42%11.58%
2022-2.73%-16.28%-4.76%9.03%
202114.55%4.79%0.29%8.71%
2020-32.30%19.73%4.84%27.25%
201913.73%3.58%0.64%6.86%
20182.64%-16.57%N/AN/A

Rank in category (by total return)

YTD75
1-month88
3-month77
1-year81
3-year71
5-year78

Load adjusted returns

1-year9.13%
3-year2.13%
5-year8.26%
10-year6.88%