Nasdaq - Delayed Quote USD

Goldman Sachs Small Cap Value C (GSSCX)

22.04 -0.11 (-0.50%)
At close: 6:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.49%
5y Average Return 5.71%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (Oct 22, 2024) 37.22%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 37.22%
Worst 3Y Total Return 1.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GSSCX
Category
YTD
7.36%
20.19%
1-Month
-0.36%
0.02%
3-Month
8.50%
4.36%
1-Year
21.34%
60.18%
3-Year
2.10%
11.32%
5-Year
6.15%
13.88%
10-Year
6.06%
11.19%
Last Bull Market
22.87%
27.98%
Last Bear Market
-15.42%
-24.08%

Annual Total Return (%) History

Year
GSSCX
Category
2024
--
--
2023
10.20%
--
2022
-15.65%
--
2021
25.37%
--
2020
0.90%
10.99%
2019
21.76%
23.75%
2018
-15.00%
-12.72%
2017
11.06%
12.28%

2016
23.21%
20.78%
2015
-6.47%
-5.38%
2014
6.06%
3.79%
2013
37.22%
37.39%
2012
15.22%
15.46%
2011
-0.32%
-4.07%
2010
24.92%
25.61%
2009
26.84%
31.80%
2008
-27.75%
-36.56%
2007
-6.42%
-1.10%
2006
16.46%
15.03%
2005
2.43%
6.75%
2004
18.06%
18.94%
2003
42.18%
43.41%
2002
-8.22%
-16.22%
2001
19.45%
8.92%
2000
30.98%
11.89%
1999
-2.86%
19.95%
1998
-17.43%
-3.03%
1997
--
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.03% -3.97% 8.50% --
2023 -0.20% 0.93% -3.21% 13.02%
2022 -3.43% -15.42% -5.55% 9.36%
2021 16.58% 2.39% -1.52% 6.65%
2020 -36.30% 17.46% 2.79% 31.20%
2019 12.18% 2.92% -1.21% 6.76%
2018 -2.31% 3.47% 2.96% -18.32%
2017 1.26% 0.04% 5.68% 3.73%
2016 0.05% 4.42% 6.46% 10.78%
2015 2.66% -0.80% -10.49% 2.61%

2014 1.69% 3.47% -6.44% 7.74%
2013 12.29% 2.55% 8.69% 9.63%
2012 11.15% -4.55% 5.97% 2.48%
2011 7.39% -1.22% -20.54% 18.26%
2010 9.01% -9.14% 10.09% 14.55%
2009 -13.04% 15.69% 19.54% 5.48%
2008 -3.70% -3.15% 3.18% -24.92%
2007 1.95% 3.14% -3.60% -7.69%
2006 10.98% -4.68% 2.85% 7.04%
2005 -5.31% 2.97% 2.40% 2.58%
2004 3.53% 0.67% 2.93% 10.05%
2003 -3.61% 19.79% 5.31% 16.93%
2002 8.96% -1.24% -17.48% 3.35%
2001 3.10% 12.40% -11.43% 16.38%
2000 9.01% 2.91% 12.10% 4.16%
1999 -13.24% 29.89% -11.84% -2.23%
1998 13.11% -4.70% -32.38% 13.28%
1997 -4.35% -- -- --

Rank in Category (By Total Return)

YTD 87
1-Month 86
3-Month 60
1-Year 85
3-Year 80
5-Year 95

Load Adjusted Returns

1-Year 20.34%
3-Year 2.10%
5-Year 6.15%
10-Year 6.06%

Performance & Risk

YTD Return 6.49%
5y Average Return 5.71%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Goldman Sachs
Net Assets 1.17B
YTD Return 7.36%
Yield 0.76%
Morningstar Rating
Inception Date Nov 30, 2007

Fund Summary

The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("net assets") in a diversified portfolio of equity investments in small-cap issuers. Although it will invest primarily in publicly traded U.S. securities, including real estate investment trusts, it may also invest in foreign securities.

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