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Goldman Sachs Rising Dividend Growth Fund (GSRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.20+0.11 (+0.91%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.34%
5-year average return12.61%
Number of years up14
Number of years down5
Best 1-yr total return (11 June 2024)29.75%
Worst 1-yr total return (11 June 2024)N/A
Best 3-yr total return29.75%
Worst 3-yr total return3.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGSRAXCategory
YTD7.00%5.31%
1-month3.61%-4.19%
3-month2.56%3.90%
1-year23.97%20.31%
3-year8.46%6.48%
5-year13.35%11.78%
10-year9.23%10.96%
Last bull market23.57%25.56%
Last bear market-11.93%-15.11%

Annual total return (%) history

Year
GSRAXCategory
2024
N/AN/A
2023
17.33%22.32%
2022
-7.02%-16.96%
2021
29.75%26.07%
2020
8.72%15.83%
2019
25.51%28.78%
2018
-6.59%-6.27%
2017
17.52%20.44%
2016
5.68%10.37%
2015
-5.90%-1.07%
2014
12.35%10.96%
2013
28.47%31.50%
2012
8.92%14.96%
2011
3.31%-1.27%
2010
18.72%14.01%
2009
26.79%28.17%
2008
-26.11%-37.79%
2007
8.90%6.16%
2006
17.26%14.17%
2005
-2.21%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.07%N/AN/AN/A
20233.84%4.43%-3.12%11.69%
2022-2.55%-11.93%-2.56%11.19%
202110.67%8.94%-1.13%8.85%
2020-27.00%22.50%4.62%16.20%
201912.79%4.45%1.60%4.85%
2018-2.01%3.00%7.12%-13.60%
20174.72%0.57%4.00%7.29%
20160.51%2.76%0.21%2.11%
20150.91%-1.06%-8.94%3.50%
20142.32%5.59%1.05%2.91%
201310.41%1.02%5.91%8.76%
20127.14%-2.86%5.60%-0.89%
20113.91%1.33%-11.05%10.29%
20105.99%-6.27%10.89%7.78%
2009-6.58%13.19%11.28%7.75%
2008-4.69%-1.67%-7.44%-14.82%
20073.53%5.68%1.04%-1.49%
20066.47%0.57%4.15%5.15%
2005-5.73%2.81%-0.10%1.00%
20040.89%1.59%9.86%N/A

Rank in category (by total return)

YTD80
1-month74
3-month70
1-year71
3-year43
5-year72

Load adjusted returns

1-year17.16%
3-year6.44%
5-year12.07%
10-year8.62%