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Goldman Sachs US Equity Insights P (GSEPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.88+0.38 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.04%
5-year average return14.20%
Number of years up4
Number of years down1
Best 1-yr total return (1 Jul 2024)29.58%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return29.58%
Worst 3-yr total return7.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSEPXCategory
YTD16.88%5.31%
1-month3.69%-4.19%
3-month4.72%3.90%
1-year26.31%20.31%
3-year8.96%6.48%
5-year14.20%11.78%
10-year11.71%10.96%
Last bull market26.31%25.56%
Last bear market-16.87%-15.11%

Annual total return (%) history

Year
GSEPXCategory
2024
N/AN/A
2023
23.58%22.32%
2022
-19.33%-16.96%
2021
29.58%26.07%
2020
18.29%15.83%
2019
25.88%28.78%
2018
N/A-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%4.72%N/AN/A
20236.45%7.42%-3.27%11.72%
2022-5.33%-16.87%-3.40%6.10%
20216.90%9.19%1.00%9.92%
2020-19.37%22.89%8.78%9.75%
201913.14%2.30%0.80%7.89%
20187.22%-15.92%N/AN/A

Rank in category (by total return)

YTD13
1-month16
3-month12
1-year17
3-year41
5-year41

Load adjusted returns

1-year26.31%
3-year8.96%
5-year14.20%
10-year11.71%