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Goldman Sachs US Eq Div and Premium R6 (GIDWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.68+0.06 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.51%
5-year average return12.09%
Number of years up4
Number of years down1
Best 1-yr total return (30 Jun 2024)25.09%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return25.09%
Worst 3-yr total return6.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIDWXCategory
YTD9.04%11.36%
1-month4.53%1.08%
3-month3.67%5.12%
1-year21.00%28.59%
3-year7.82%9.08%
5-year12.76%8.21%
10-year10.26%7.85%
Last bull market19.56%22.28%
Last bear market-14.00%-18.84%

Annual total return (%) history

Year
GIDWXCategory
2024
N/AN/A
2023
21.36%N/A
2022
-14.53%N/A
2021
22.85%N/A
2020
14.18%4.24%
2019
25.09%18.81%
2018
N/A-5.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.49%N/AN/AN/A
20236.90%7.09%-2.86%9.14%
2022-2.94%-14.00%-5.11%7.91%
20216.09%6.34%0.11%8.77%
2020-19.36%19.01%7.62%10.55%
201911.68%3.00%2.08%6.53%
20185.07%-11.91%N/AN/A

Rank in category (by total return)

YTD22
1-month20
3-month29
1-year16
3-year8
5-year3

Load adjusted returns

1-year21.00%
3-year7.82%
5-year12.76%
10-year10.26%