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
| ISIN | US38142V8037 |
|---|---|
| Issuer | Goldman Sachs |
| Inception Date | Aug 15, 1997 |
| Category | Small Cap Blend Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
GCSIX has a high expense ratio of 0.84%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: GCSIX vs. FSCRX, GCSIX vs. SPY
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 7.40% year-to-date (YTD) and 25.42% in the last 12 months. Over the past 10 years, Goldman Sachs Small Cap Equity Insights Fund had an annualized return of 9.07%, while the S&P 500 had an annualized return of 10.99%, indicating that Goldman Sachs Small Cap Equity Insights Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.40% | 11.18% |
| 1 month | 9.12% | 5.60% |
| 6 months | 21.51% | 17.48% |
| 1 year | 25.42% | 26.33% |
| 5 years (annualized) | 8.75% | 13.16% |
| 10 years (annualized) | 9.07% | 10.99% |
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 | -3.31% | 8.24% | 2.23% | -6.07% | 7.40% | ||||||||
| 2023 | 9.74% | -1.24% | -4.06% | -1.35% | -0.53% | 8.44% | 5.65% | -4.46% | -5.03% | -6.41% | 8.53% | 12.80% | 21.54% |
| 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% | 2.28% | -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% | 6.86% |
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCSIX is 44, 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.
GCSIX (Goldman Sachs Small Cap Equity Insights Fund)
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 granted a 0.69% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $0.19 | $8.60 | $0.15 | $0.15 | $1.45 | $0.07 | $0.14 | $0.11 | $0.07 | $0.20 |
Dividend yield | 0.69% | 0.74% | 0.87% | 30.90% | 0.50% | 0.54% | 6.50% | 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 | |||||||
| 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 | $8.60 | $8.60 |
| 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 | $1.45 | $1.45 |
| 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.
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 1.91%.
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 | — | — | — |
Volatility
Volatility Chart
The current Goldman Sachs Small Cap Equity Insights Fund volatility is 4.93%, 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.