Goldman Sachs Small Cap Equity Insights Fund (GCSIX)
The fund invests at least 80% of its net assets plus any borrowings for investment purposes (measured at time of purchase) ("Net Assets") in a broadly diversified portfolio of equity investments in small-cap U.S. issuers, including foreign issuers that are traded in the United States. These issuers will have public stock market capitalizations similar to that of the range of the market capitalizations of companies constituting the Russell 2000 Index at the time of investment.
Fund Info
US38142V8037
Aug 15, 1997
$1,000,000
Small-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Small Cap Equity Insights Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Goldman Sachs Small Cap Equity Insights Fund had a return of 24.82% year-to-date (YTD) and 39.09% in the last 12 months. Over the past 10 years, Goldman Sachs Small Cap Equity Insights Fund had an annualized return of 5.95%, while the S&P 500 had an annualized return of 11.16%, indicating that Goldman Sachs Small Cap Equity Insights Fund did not perform as well as the benchmark.
GCSIX
24.82%
5.48%
16.93%
39.09%
4.45%
5.95%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of GCSIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.87% | 8.24% | 2.73% | -6.53% | 5.76% | -0.71% | 11.18% | -0.74% | 0.32% | -1.77% | 24.82% | ||
| 2023 | 9.74% | -1.24% | -4.06% | -1.35% | -0.53% | 8.44% | 5.65% | -4.46% | -5.03% | -6.41% | 8.54% | 11.15% | 19.76% |
| 2022 | -8.09% | 0.16% | 0.43% | -9.10% | 1.20% | -9.00% | 9.80% | -3.38% | -9.46% | 11.65% | 2.43% | -5.87% | -19.98% |
| 2021 | 3.47% | 7.00% | 3.38% | 3.47% | 2.02% | 1.31% | -3.63% | 3.57% | -2.81% | 4.71% | -3.63% | -21.81% | -6.33% |
| 2020 | -4.77% | -9.22% | -22.50% | 13.74% | 5.08% | 4.03% | 3.01% | 3.13% | -3.48% | 0.59% | 15.60% | 7.68% | 6.94% |
| 2019 | 10.77% | 4.96% | -2.04% | 3.30% | -7.67% | 7.28% | 1.30% | -5.11% | 2.71% | 3.88% | 3.14% | 1.74% | 25.43% |
| 2018 | 3.88% | -4.18% | 2.12% | 0.76% | 6.67% | 1.34% | 1.35% | 3.94% | -2.11% | -9.96% | -0.49% | -15.82% | -13.88% |
| 2017 | -0.04% | 0.99% | -0.47% | 1.71% | -3.48% | 2.95% | 0.80% | -0.88% | 6.84% | 1.66% | 1.52% | -0.03% | 11.82% |
| 2016 | -7.72% | 0.00% | 8.31% | 0.94% | 2.28% | -0.15% | 5.87% | 1.15% | 1.23% | -4.39% | 11.82% | 2.62% | 22.53% |
| 2015 | -0.87% | 5.31% | 2.40% | -3.40% | 1.78% | -0.68% | -0.93% | -5.49% | -3.61% | 7.71% | 2.37% | -5.05% | -1.36% |
| 2014 | -3.70% | 4.19% | 0.33% | -2.87% | 1.39% | 4.56% | -5.94% | 4.86% | -5.81% | 7.13% | 1.06% | 2.51% | 6.87% |
| 2013 | 5.53% | 0.55% | 4.52% | -0.26% | 4.34% | -1.13% | 7.46% | -4.27% | 5.82% | 2.34% | 4.29% | 1.86% | 35.05% |
Expense Ratio
GCSIX features an expense ratio of 0.84%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCSIX is 53, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Goldman Sachs Small Cap Equity Insights Fund (GCSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Goldman Sachs Small Cap Equity Insights Fund provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.20 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.19 | $0.00 | $0.15 | $0.15 | $0.06 | $0.07 | $0.14 | $0.11 | $0.07 | $0.20 |
Dividend yield | 0.60% | 0.75% | 0.87% | 0.00% | 0.50% | 0.53% | 0.25% | 0.27% | 0.60% | 0.58% | 0.35% | 1.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Small Cap Equity Insights Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2013 | $0.20 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Small Cap Equity Insights Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Goldman Sachs Small Cap Equity Insights Fund was 66.55%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.
The current Goldman Sachs Small Cap Equity Insights Fund drawdown is 14.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.55% | May 8, 2006 | 711 | Mar 9, 2009 | 1006 | Mar 8, 2013 | 1717 |
| -48.13% | Sep 4, 2018 | 387 | Mar 18, 2020 | 195 | Dec 23, 2020 | 582 |
| -47.67% | Nov 9, 2021 | 221 | Sep 26, 2022 | — | — | — |
| -42.02% | Mar 10, 2000 | 645 | Oct 9, 2002 | 320 | Jan 20, 2004 | 965 |
| -40% | Apr 23, 1998 | 121 | Oct 8, 1998 | 347 | Feb 8, 2000 | 468 |
Volatility
Volatility Chart
The current Goldman Sachs Small Cap Equity Insights Fund volatility is 8.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.