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Goldman Sachs Large Cap Value R (GSVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.74+0.03 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.34%
5-year average return9.36%
Number of years up11
Number of years down5
Best 1-yr total return (1 Jul 2024)32.30%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.30%
Worst 3-yr total return3.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSVRXCategory
YTD8.34%4.44%
1-month-0.51%-4.04%
3-month-2.30%4.09%
1-year15.89%14.37%
3-year7.20%6.04%
5-year9.49%9.20%
10-year6.99%8.57%
Last bull market26.53%22.97%
Last bear market-12.67%-11.27%

Annual total return (%) history

Year
GSVRXCategory
2024
N/AN/A
2023
12.43%11.63%
2022
-6.79%-5.90%
2021
23.38%26.22%
2020
3.70%2.91%
2019
25.31%25.04%
2018
-9.14%-8.53%
2017
9.09%15.94%
2016
11.02%14.81%
2015
-4.90%-4.05%
2014
11.97%10.21%
2013
32.30%31.21%
2012
18.87%14.57%
2011
-8.04%-0.75%
2010
11.76%13.66%
2009
24.53%24.13%
2008
-37.37%-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.90%-2.30%N/AN/A
20230.44%4.65%-3.96%11.38%
2022-0.62%-12.67%-3.81%11.65%
20218.73%4.58%0.18%8.31%
2020-24.59%12.17%6.48%15.13%
201911.80%3.49%1.48%6.73%
2018-3.94%1.64%6.19%-12.36%
20173.55%1.48%1.05%2.74%
2016-2.55%3.51%3.72%6.12%
2015-0.35%1.28%-11.23%6.15%
20143.11%5.26%-0.11%3.29%
201310.59%3.92%5.73%8.88%
201213.89%-4.65%7.48%1.83%
20114.64%-1.48%-19.68%11.06%
20106.79%-13.70%9.85%10.39%
2009-10.24%14.94%15.28%4.70%
2008-7.99%1.26%-14.04%-21.79%

Rank in category (by total return)

YTD35
1-month48
3-month68
1-year39
3-year38
5-year57

Load adjusted returns

1-year15.89%
3-year7.20%
5-year9.49%
10-year6.99%