Goldman Sachs Large Cap Value Insights Fund (GCVIX)
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 diversified portfolio of equity investments in large cap U.S. issuers, including foreign issuers that are traded in the United States. These issuers have public stock market capitalizations similar to those of companies constituting the Russell 1000 Index at the time of investment. It may also invest in fixed income securities that are considered to be cash equivalents.
Fund Info
US38142V1834
Dec 31, 1998
$1,000,000
Large-Cap
Value
Expense Ratio
GCVIX has an expense ratio of 0.56%, 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 Large Cap Value Insights Fund (GCVIX) returned 1.10% year-to-date (YTD) and 11.37% over the past 12 months. Over the past 10 years, GCVIX returned 8.81% annually, underperforming the S&P 500 benchmark at 10.85%.
GCVIX
1.10%
4.25%
-4.81%
11.37%
8.38%
13.33%
8.81%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of GCVIX, 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 | 4.06% | 0.04% | -3.64% | -3.11% | 4.01% | 1.10% | |||||||
| 2024 | 0.31% | 4.60% | 5.48% | -4.91% | 3.43% | -0.27% | 5.39% | 3.40% | 0.57% | -1.62% | 7.09% | -6.05% | 17.76% |
| 2023 | 5.40% | -3.15% | -1.38% | 0.47% | -3.24% | 6.78% | 4.11% | -2.94% | -3.17% | -3.04% | 6.91% | 4.79% | 11.08% |
| 2022 | -3.10% | -1.00% | 3.30% | -5.13% | 0.45% | -8.76% | 6.70% | -2.25% | -8.63% | 10.77% | 4.79% | -3.83% | -8.33% |
| 2021 | -1.04% | 6.40% | 5.52% | 5.31% | 2.21% | -1.01% | 0.85% | 2.33% | -3.62% | 5.16% | -2.84% | 7.35% | 29.14% |
| 2020 | -2.52% | -9.20% | -17.72% | 12.13% | 4.10% | -0.51% | 4.41% | 3.81% | -2.27% | -2.19% | 12.34% | 3.09% | 1.50% |
| 2019 | 9.26% | 2.79% | -0.70% | 2.94% | -7.96% | 6.75% | 1.01% | -3.22% | 3.20% | 1.29% | 2.87% | 2.07% | 21.01% |
| 2018 | 4.24% | -5.52% | -0.24% | 0.75% | 1.57% | 0.08% | 3.93% | 1.80% | -0.49% | -6.14% | 1.99% | -10.11% | -8.83% |
| 2017 | 1.23% | 3.70% | -0.52% | 0.57% | 0.00% | 1.91% | 1.21% | 0.55% | 3.60% | 1.01% | 3.33% | 1.43% | 19.44% |
| 2016 | -7.07% | -0.78% | 7.80% | 1.96% | 1.32% | 0.26% | 3.56% | 0.46% | -0.23% | -1.15% | 6.72% | 1.97% | 14.94% |
| 2015 | -3.53% | 4.79% | -1.24% | -0.47% | 1.17% | -1.77% | 1.83% | -5.80% | -3.26% | 8.26% | 0.53% | -2.31% | -2.56% |
| 2014 | -3.07% | 4.85% | 2.14% | 0.63% | 1.69% | 2.07% | -1.63% | 3.75% | -2.12% | 2.49% | 2.25% | 0.77% | 14.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GCVIX is 47, 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 Large Cap Value Insights Fund (GCVIX) 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 Large Cap Value Insights Fund provided a 15.02% dividend yield over the last twelve months, with an annual payout of $3.50 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 | $3.50 | $3.49 | $0.89 | $0.77 | $4.50 | $0.37 | $0.39 | $1.37 | $0.40 | $0.28 | $0.31 | $0.22 |
Dividend yield | 15.02% | 15.10% | 3.94% | 3.64% | 18.85% | 1.67% | 1.77% | 7.32% | 1.82% | 1.51% | 1.89% | 1.29% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Large Cap Value 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 | $0.07 | $0.00 | $0.00 | $0.07 | |||||||
| 2024 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $3.25 | $3.49 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.65 | $0.89 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.56 | $0.77 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $4.26 | $4.50 |
| 2020 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.37 |
| 2019 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.39 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.15 | $1.37 |
| 2017 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.09 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.28 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.31 |
| 2014 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.22 |
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 Large Cap Value 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 Large Cap Value Insights Fund was 61.78%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.
The current Goldman Sachs Large Cap Value Insights Fund drawdown is 5.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.78% | Jun 5, 2007 | 442 | Mar 9, 2009 | 1052 | May 14, 2013 | 1494 |
| -39.2% | Feb 18, 2020 | 25 | Mar 23, 2020 | 200 | Jan 6, 2021 | 225 |
| -34.75% | May 22, 2001 | 344 | Oct 9, 2002 | 317 | Jan 14, 2004 | 661 |
| -19.87% | Sep 24, 2018 | 64 | Dec 24, 2018 | 226 | Nov 15, 2019 | 290 |
| -19.35% | Jul 19, 1999 | 158 | Feb 25, 2000 | 307 | May 16, 2001 | 465 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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