Goldman Sachs Small Cap Growth Insights Fund (GSIOX)

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The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Small Cap Growth 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.

Goldman Sachs Small Cap Growth Insights Fund (GSIOX) has returned -4.55% so far this year and 25.35% over the past 12 months. Over the last ten years, GSIOX has returned 1.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2008, GSIOX's average daily return is +0.04%, while the average monthly return is +0.66%. At this rate, your investment would double in approximately 8.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2011 with a return of +18.0%, while the worst month was Dec 2021 at -53.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, GSIOX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.2%, while the worst single day was Dec 14, 2021 at -54.7%.

Goldman Sachs Small Cap Growth Insights Fund has an annualized alpha of -2.61%, beta of 1.17, and R² of 0.65 versus S&P 500 Index. Calculated based on daily prices since January 03, 2008.

• This fund participated in 115.88% of S&P 500 Index downside but only 100.40% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.61% versus S&P 500 Index — delivering less than market exposure alone would predict.

GSIOX has an expense ratio of 0.84%, placing it in the medium range.

GSIOX ranks 48 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Goldman Sachs Small Cap Growth Insights Fund (GSIOX) and compare them to a chosen benchmark (S&P 500 Index).

Goldman Sachs Small Cap Growth Insights Fund provided a 5.16% dividend yield over the last twelve months, with an annual payout of $1.51 per share.

The table displays the monthly dividend distributions for Goldman Sachs Small Cap Growth Insights Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Goldman Sachs Small Cap Growth 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 Growth Insights Fund was 71.86%, occurring on Jun 16, 2022. The portfolio has not yet recovered.

The current Goldman Sachs Small Cap Growth Insights Fund drawdown is 48.92%.

The chart below shows the rolling one-month volatility.