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Goldman Sachs Mid Cap Value Inv (GCMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.10-0.01 (-0.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.21%
5-year average return9.57%
Number of years up11
Number of years down5
Best 1-yr total return (2 July 2024)32.95%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return32.95%
Worst 3-yr total return3.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGCMTXCategory
YTD3.93%17.04%
1-month-1.55%-0.01%
3-month-4.19%5.47%
1-year10.15%50.44%
3-year5.15%13.15%
5-year10.01%13.75%
10-year7.56%11.35%
Last bull market27.65%25.95%
Last bear market-13.84%-22.55%

Annual total return (%) history

Year
GCMTXCategory
2024
N/AN/A
2023
11.74%N/A
2022
-10.43%N/A
2021
30.74%N/A
2020
8.66%12.39%
2019
31.86%26.21%
2018
-10.63%-11.15%
2017
10.96%15.93%
2016
13.13%14.14%
2015
-9.26%-4.75%
2014
13.55%7.80%
2013
32.77%34.10%
2012
18.34%16.15%
2011
-6.37%-3.81%
2010
24.68%22.52%
2009
32.95%37.39%
2008
-36.59%-39.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.47%-4.19%N/AN/A
20230.06%5.36%-6.34%13.16%
2022-3.25%-13.84%-2.51%10.21%
202110.69%5.68%1.05%10.61%
2020-29.88%19.42%7.21%21.03%
201914.78%5.37%3.10%5.74%
2018-1.51%2.06%3.47%-14.07%
20173.44%0.64%1.63%4.88%
2016-0.59%4.24%3.38%5.61%
20151.87%-2.03%-10.10%1.14%
20143.72%4.74%-1.10%5.69%
201312.76%2.27%6.75%7.85%
201212.75%-4.54%5.99%3.74%
20115.79%0.21%-20.28%10.78%
20108.66%-10.98%14.28%12.79%
2009-9.31%15.95%19.52%5.78%
2008-7.87%4.60%-13.68%-23.77%

Rank in category (by total return)

YTD71
1-month69
3-month71
1-year75
3-year24
5-year35

Load adjusted returns

1-year10.15%
3-year5.15%
5-year10.01%
10-year7.56%