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Goldman Sachs U.S. Equity Dividend and Premium Fund (GSFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.58-0.01 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.17%
5-year average return12.15%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)25.07%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return25.07%
Worst 3-yr total return6.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSFPXCategory
YTD9.03%11.36%
1-month4.52%1.08%
3-month3.67%5.12%
1-year21.08%28.59%
3-year7.84%9.08%
5-year12.77%8.21%
10-year10.26%7.85%
Last bull market19.55%22.28%
Last bear market-14.06%-18.84%

Annual total return (%) history

Year
GSFPXCategory
2024
N/AN/A
2023
21.44%N/A
2022
-14.59%N/A
2021
22.93%N/A
2020
14.10%4.24%
2019
25.07%18.81%
2018
N/A-5.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.48%N/AN/AN/A
20236.90%7.16%-2.86%9.14%
2022-2.94%-14.06%-5.11%7.91%
20216.10%6.41%0.04%8.84%
2020-19.42%19.11%7.54%10.55%
201911.58%3.08%2.00%6.61%
20185.07%-11.84%N/AN/A

Rank in category (by total return)

YTD24
1-month22
3-month29
1-year15
3-year4
5-year2

Load adjusted returns

1-year21.08%
3-year7.84%
5-year12.77%
10-year10.26%