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Goldman Sachs Mid Cap Value A (GCMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.62+0.11 (+0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.50%
5-year average return9.92%
Number of years up18
Number of years down8
Best 1-yr total return (26 Jun 2024)32.70%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.70%
Worst 3-yr total return3.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGCMAXCategory
YTD5.45%17.04%
1-month3.25%-0.01%
3-month1.89%5.47%
1-year21.83%50.44%
3-year5.24%13.15%
5-year11.46%13.75%
10-year7.76%11.35%
Last bull market27.52%25.95%
Last bear market-13.90%-22.55%

Annual total return (%) history

Year
GCMAXCategory
2024
N/AN/A
2023
11.45%N/A
2022
-10.65%N/A
2021
30.45%N/A
2020
8.36%12.39%
2019
31.53%26.21%
2018
-10.84%-11.15%
2017
10.66%15.93%
2016
12.85%14.14%
2015
-9.46%-4.75%
2014
13.25%7.80%
2013
32.43%34.10%
2012
18.03%16.15%
2011
-6.61%-3.81%
2010
24.36%22.52%
2009
32.70%37.39%
2008
-36.73%-39.18%
2007
2.91%4.85%
2006
15.61%14.03%
2005
12.44%9.25%
2004
25.37%16.30%
2003
27.52%36.28%
2002
-5.11%-16.55%
2001
11.94%-3.12%
2000
31.76%6.36%
1999
-0.60%20.92%
1998
-5.86%10.36%
1997
N/A25.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.42%N/AN/AN/A
2023-0.03%5.30%-6.36%13.06%
2022-3.30%-13.90%-2.58%10.16%
202110.65%5.61%1.00%10.53%
2020-29.90%19.32%7.14%20.92%
201914.70%5.30%3.06%5.67%
2018-1.56%2.02%3.39%-14.13%
20173.37%0.58%1.57%4.80%
2016-0.67%4.19%3.29%5.57%
20151.84%-2.12%-10.14%1.07%
20143.68%4.66%-1.17%5.61%
201312.68%2.23%6.69%7.75%
201212.68%-4.63%5.94%3.67%
20115.68%0.18%-20.34%10.72%
20108.56%-11.03%14.22%12.73%
2009-9.34%15.85%19.51%5.72%
2008-7.89%4.55%-13.78%-23.79%
20074.69%4.70%-3.07%-3.14%
20066.00%-1.43%2.05%8.43%
20052.01%3.88%5.43%0.65%
20047.30%2.67%1.08%12.59%
2003-4.47%13.02%3.65%13.95%
20027.07%-0.69%-13.75%3.47%
2001-1.24%9.18%-8.24%13.14%
20001.97%1.93%13.42%11.77%
1999-3.62%21.13%-15.95%1.31%
199811.64%-3.87%-20.87%10.84%
1997-3.26%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month60
3-month55
1-year69
3-year27
5-year44

Load adjusted returns

1-year15.13%
3-year3.28%
5-year10.20%
10-year7.15%