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
Expense Ratio
GCSIX has an expense ratio of 0.84%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Goldman Sachs Small Cap Equity Insights Fund (GCSIX) returned -4.43% year-to-date (YTD) and 4.22% over the past 12 months. Over the past 10 years, GCSIX returned 7.72% annually, underperforming the S&P 500 benchmark at 10.86%.
GCSIX
-4.43%
13.61%
-6.80%
4.22%
10.56%
13.20%
7.72%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.42% | -5.99% | -7.26% | -2.16% | 8.32% | -4.43% | |||||||
| 2024 | -1.87% | 8.24% | 2.73% | -6.53% | 5.76% | -0.71% | 11.18% | -0.74% | 0.32% | -1.77% | 10.74% | -7.85% | 18.86% |
| 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% | 3.14% | 23.56% |
| 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% | 6.95% |
| 2019 | 10.77% | 4.96% | -2.04% | 3.30% | -7.67% | 7.28% | 1.30% | -5.11% | 2.71% | 3.89% | 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% | -10.87% | -8.82% |
| 2017 | -0.04% | 0.99% | -0.47% | 1.70% | -3.48% | 2.95% | 0.80% | -0.88% | 6.84% | 1.66% | 1.52% | -0.04% | 11.82% |
| 2016 | -7.72% | 0.00% | 8.31% | 0.94% | 2.27% | -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% | 6.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCSIX is 27, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Goldman Sachs Small Cap Equity Insights Fund provided a 1.25% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $0.20 | $0.19 | $0.00 | $0.15 | $0.15 | $0.06 | $0.07 | $0.14 | $0.11 | $0.07 |
Dividend yield | 1.25% | 1.20% | 0.75% | 0.87% | 0.00% | 0.50% | 0.53% | 0.25% | 0.27% | 0.60% | 0.58% | 0.35% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 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 | $0.07 | $0.07 |
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.
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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 63.72%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current Goldman Sachs Small Cap Equity Insights Fund drawdown is 12.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.72% | Feb 23, 2007 | 512 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1281 |
| -45.08% | Sep 4, 2018 | 387 | Mar 18, 2020 | 182 | Dec 4, 2020 | 569 |
| -40% | Apr 23, 1998 | 121 | Oct 8, 1998 | 347 | Feb 8, 2000 | 468 |
| -35.73% | Mar 10, 2000 | 645 | Oct 9, 2002 | 236 | Sep 18, 2003 | 881 |
| -30.97% | Nov 9, 2021 | 221 | Sep 26, 2022 | 450 | Jul 12, 2024 | 671 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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