Goldman Sachs U.S. Equity ESG Fund (GIRGX)
The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) in a diversified portfolio of equity investments in U.S. issuers that the adviser believes adhere to the fund's ESG criteria. It may also invest up to 20% of its Net Assets in equity investments that may not adhere to the fund's ESG criteria, in non-U.S. issuers, and in fixed income securities.
Fund Info
US38144N2541
Nov 30, 2009
$0
Large-Cap
Blend
Expense Ratio
GIRGX has an expense ratio of 0.79%, 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 U.S. Equity ESG Fund (GIRGX) returned -7.61% year-to-date (YTD) and 3.54% over the past 12 months. Over the past 10 years, GIRGX returned 10.03% annually, underperforming the S&P 500 benchmark at 10.84%.
GIRGX
-7.61%
0.00%
-9.28%
3.54%
10.40%
11.78%
10.03%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of GIRGX, 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 | 2.82% | -2.27% | -7.28% | -0.84% | 0.00% | -7.61% | |||||||
| 2024 | 0.27% | 5.14% | 3.46% | -4.48% | 5.10% | 2.21% | 1.39% | 2.70% | 2.90% | -0.85% | 5.51% | -2.31% | 22.53% |
| 2023 | 5.70% | -1.90% | 3.75% | 0.90% | -0.24% | 6.28% | 2.70% | -2.30% | -5.83% | -2.44% | 8.97% | 5.12% | 21.53% |
| 2022 | -8.39% | -3.35% | 2.31% | -9.77% | -1.25% | -7.23% | 9.23% | -3.94% | -9.12% | 8.96% | 8.22% | -5.66% | -20.58% |
| 2021 | -0.45% | 2.50% | 3.13% | 3.95% | 1.05% | 3.01% | 3.14% | 4.13% | -5.96% | 8.11% | -1.49% | 3.92% | 27.29% |
| 2020 | -0.07% | -8.51% | -9.38% | 12.21% | 4.28% | 0.50% | 4.65% | 8.14% | -2.09% | -2.39% | 10.65% | 4.28% | 21.59% |
| 2019 | 7.54% | 4.31% | 1.60% | 4.04% | -4.99% | 5.80% | 2.22% | -0.58% | 1.24% | 0.72% | 3.43% | 3.48% | 32.20% |
| 2018 | 5.16% | -3.13% | -2.23% | 0.71% | 2.18% | 0.61% | 4.02% | 2.92% | 0.92% | -5.62% | 2.31% | -8.66% | -1.73% |
| 2017 | 2.76% | 3.84% | 0.91% | 2.15% | -0.27% | 1.02% | 1.28% | -0.93% | 1.54% | 1.92% | 1.68% | 1.55% | 18.80% |
| 2016 | -6.98% | -2.67% | 6.08% | 0.56% | 1.93% | -1.26% | 4.87% | 0.15% | -0.76% | -1.53% | 2.88% | 2.24% | 4.94% |
| 2015 | -3.90% | 6.61% | -1.80% | 2.44% | 0.00% | -1.19% | 0.74% | -6.86% | -3.43% | 8.52% | 0.41% | -2.53% | -1.99% |
| 2014 | -3.06% | 4.63% | 0.00% | -0.45% | 2.51% | 1.95% | -1.42% | 4.50% | -1.50% | 1.70% | 3.58% | -2.92% | 9.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GIRGX is 19, meaning it’s performing worse than 81% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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 U.S. Equity ESG Fund (GIRGX) 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 U.S. Equity ESG Fund provided a 12.08% dividend yield over the last twelve months, with an annual payout of $2.27 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 | $2.27 | $0.15 | $0.12 | $0.08 | $0.38 | $1.73 | $0.71 | $1.20 | $3.13 | $0.11 | $1.45 | $2.70 |
Dividend yield | 12.08% | 0.64% | 0.66% | 0.52% | 1.92% | 11.04% | 4.97% | 10.47% | 24.45% | 0.80% | 11.24% | 18.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs U.S. Equity ESG 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 | $2.12 | $0.00 | $2.12 | |||||||
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $1.73 |
| 2019 | $0.00 | $0.03 | $0.03 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.71 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.20 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 | $3.13 |
| 2016 | $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 |
| 2015 | $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 |
| 2014 | $2.70 | $2.70 |
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 U.S. Equity ESG 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 U.S. Equity ESG Fund was 32.20%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current Goldman Sachs U.S. Equity ESG Fund drawdown is 11.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.2% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 7, 2020 | 119 |
| -29.26% | Dec 28, 2021 | 200 | Oct 12, 2022 | 333 | Feb 9, 2024 | 533 |
| -22.4% | May 3, 2011 | 107 | Oct 3, 2011 | 113 | Mar 15, 2012 | 220 |
| -20.89% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -20.53% | Jul 20, 2015 | 144 | Feb 11, 2016 | 228 | Jan 6, 2017 | 372 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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