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Goldman Sachs Strategic Growth Instl (GSTIX)
As of 10:54 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 26.33% |
| 5y Average Return | 17.48% |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 6, 2024) | 43.99% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 43.99% |
| Worst 3Y Total Return | 5.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GSTIX
Category
- YTD
- 21.38%
- 12.38%
- 1-Month
- 0.23%
- 5.09%
- 3-Month
- 5.33%
- 10.28%
- 1-Year
- 41.68%
- 41.70%
- 3-Year
- 5.34%
- 22.56%
- 5-Year
- 16.79%
- 21.98%
- 10-Year
- 14.34%
- 15.99%
- Last Bull Market
- 27.22%
- 25.99%
- Last Bear Market
- -23.09%
- -17.29%
Annual Total Return (%) History
Year
GSTIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.99% | 7.15% | 3.69% | -- |
| 2023 | 14.59% | 13.60% | -4.02% | 13.81% |
| 2022 | -11.03% | -23.09% | -3.75% | 2.48% |
| 2021 | 0.17% | 11.46% | 1.11% | 8.13% |
| 2020 | -14.31% | 28.20% | 14.51% | 12.56% |
| 2019 | 16.88% | 4.55% | 1.06% | 9.77% |
| 2018 | 3.22% | 5.71% | 8.36% | -16.46% |
| 2017 | 11.20% | 4.93% | 4.77% | 7.08% |
| 2016 | -1.14% | -0.16% | 4.46% | -1.35% |
| 2015 | 3.18% | -0.54% | -5.65% | 6.85% |
| 2014 | 0.39% | 4.24% | 3.10% | 5.33% |
| 2013 | 8.01% | 0.74% | 10.39% | 10.31% |
| 2012 | 16.90% | -4.62% | 8.37% | -0.65% |
| 2011 | 1.81% | 1.77% | -14.04% | 9.27% |
| 2010 | 3.14% | -11.28% | 11.57% | 8.72% |
| 2009 | 0.60% | 19.13% | 11.79% | 7.47% |
| 2008 | -10.45% | 6.24% | -12.50% | -28.03% |
| 2007 | -0.10% | 8.85% | 4.44% | -1.77% |
| 2006 | 4.14% | -5.13% | 3.86% | 5.63% |
| 2005 | -6.54% | 3.20% | 2.53% | 3.01% |
| 2004 | 0.70% | 0.47% | -4.06% | 9.40% |
| 2003 | -2.77% | 13.94% | 2.89% | 9.08% |
| 2002 | -4.03% | -16.59% | -15.92% | 8.20% |
| 2001 | -13.33% | 6.40% | -18.14% | 11.65% |
| 2000 | 1.50% | -0.08% | -0.57% | -7.82% |
| 1999 | -5.79% | 21.29% | -- | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 18 |
| 3-Month | 23 |
| 1-Year | 52 |
| 3-Year | 56 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 41.68% |
| 3-Year | 5.34% |
| 5-Year | 16.79% |
| 10-Year | 14.34% |
Performance & Risk
| YTD Return | 26.33% |
| 5y Average Return | 17.48% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Goldman Sachs |
| Net Assets | 190.56M |
| YTD Return | 21.38% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 17, 2018 |
Fund Summary
The fund invests, under normal circumstances, at least 90% of its total assets measured at the time of purchase ("total assets") in equity investments. Although it invests primarily in publicly traded U.S. securities, the fund may invest up to 25% of its total assets in foreign securities, including securities of issuers in countries with emerging markets or economies ("emerging countries") and securities quoted in foreign currencies. It is non-diversified.
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