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Goldman Sachs US Eq Div and Premium Inv (GVIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.78+0.07 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.40%
5-year average return11.99%
Number of years up11
Number of years down2
Best 1-yr total return (2 Jul 2024)25.00%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.00%
Worst 3-yr total return6.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGVIRXCategory
YTD12.12%11.36%
1-month2.85%1.08%
3-month4.34%5.12%
1-year18.80%28.59%
3-year8.10%9.08%
5-year12.03%8.21%
10-year10.22%7.85%
Last bull market19.48%22.28%
Last bear market-14.07%-18.84%

Annual total return (%) history

Year
GVIRXCategory
2024
N/AN/A
2023
21.23%N/A
2022
-14.60%N/A
2021
22.78%N/A
2020
13.94%4.24%
2019
25.00%18.81%
2018
-6.48%-5.81%
2017
15.18%13.46%
2016
12.96%7.25%
2015
2.34%-0.37%
2014
10.75%8.01%
2013
24.93%16.58%
2012
10.64%7.95%
2011
5.05%-0.51%
2010
N/A12.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.46%4.34%N/AN/A
20236.87%7.05%-2.88%9.10%
2022-2.96%-14.07%-5.06%7.87%
20216.14%6.31%0.08%8.73%
2020-19.43%19.06%7.50%10.51%
201911.64%3.04%1.96%6.57%
2018-1.83%3.01%5.03%-11.94%
20174.03%1.88%3.81%4.69%
20163.05%2.48%3.66%3.19%
20151.78%0.92%-5.94%5.92%
20140.79%4.99%1.05%3.57%
20137.69%3.27%3.59%8.45%
20129.01%-2.08%4.49%-0.80%
20114.93%0.88%-11.47%12.10%
20108.92%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month27
3-month19
1-year12
3-year3
5-year3

Load adjusted returns

1-year18.80%
3-year8.10%
5-year12.03%
10-year10.22%