- ISIN
- US38143H1831
- Issuer
- Goldman Sachs
- Inception Date
- Jun 25, 2007
- Category
- Small Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
GSIOX Performance Chart
Goldman Sachs Small Cap Growth Insights Fund (GSIOX) is up 20.2% since the beginning of the year. GSIOX is currently trading at $37 per share. Investors who bought $1,000 worth of GSIOX shares 5 years ago would now be looking at an investment worth $1,530.
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Returns By Period
Goldman Sachs Small Cap Growth Insights Fund (GSIOX) has returned 20.18% so far this year and 46.81% over the past 12 months. Over the last ten years, GSIOX has returned 11.95% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Goldman Sachs Small Cap Growth Insights Fund
- 1D
- -0.22%
- 1M
- 4.23%
- YTD
- 20.18%
- 6M
- 21.91%
- 1Y
- 46.81%
- 3Y*
- 23.77%
- 5Y*
- 8.88%
- 10Y*
- 11.95%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
GSIOX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2008, GSIOX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 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 Oct 2008 at -21.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 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 Mar 16, 2020 at -15.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.55% | 2.03% | -6.99% | 15.43% | 5.17% | -0.22% | 20.18% | ||||||
| 2025 | 4.23% | -6.83% | -8.27% | -0.82% | 7.64% | 5.30% | 1.75% | 7.09% | 4.35% | 2.12% | 1.00% | -0.39% | 16.99% |
| 2024 | -1.55% | 9.91% | 2.17% | -7.46% | 5.89% | 0.08% | 8.50% | -0.94% | 1.83% | -0.82% | 13.03% | -8.01% | 22.37% |
| 2023 | 9.89% | -0.88% | -2.47% | -1.16% | 0.56% | 9.16% | 4.99% | -4.75% | -6.16% | -7.06% | 9.20% | 10.48% | 21.29% |
| 2022 | -11.48% | -1.41% | -0.45% | -12.09% | -0.82% | -7.11% | 10.71% | -2.66% | -8.91% | 10.29% | 1.54% | -5.74% | -27.09% |
| 2021 | 3.77% | 3.46% | -0.48% | 3.03% | -0.56% | 3.53% | -3.92% | 3.99% | -4.19% | 4.68% | -3.89% | 0.67% | 9.87% |
Benchmark Metrics
Goldman Sachs Small Cap Growth Insights Fund has an annualized alpha of 0.41%, beta of 1.16, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since January 03, 2008.
- This fund captured 121.60% of S&P 500 Index gains and 115.85% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 0.41%
- Beta
- 1.16
- R²
- 0.80
- Upside Capture
- 121.60%
- Downside Capture
- 115.85%
Expense Ratio
GSIOX has an expense ratio of 0.84%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GSIOX ranks 60 for risk / return — better than 60% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Goldman Sachs Small Cap Growth Insights Fund (GSIOX) and compare them to S&P 500 Index.
| GSIOX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.22 | 2.39 | -0.17 |
Sortino ratioReturn per unit of downside risk | 2.99 | 3.25 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.43 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.63 | 3.11 | +0.52 |
Martin ratioReturn relative to average drawdown | 13.56 | 14.38 | -0.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Goldman Sachs Small Cap Growth Insights Fund provided a 4.10% dividend yield over the last twelve months, with an annual payout of $1.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.51 | $1.51 | $0.22 | $0.00 | $0.07 | $29.18 | $1.48 | $0.49 | $3.81 | $1.53 | $0.00 | $2.69 |
Dividend yield | 4.10% | 4.93% | 0.80% | 0.00% | 0.39% | 113.92% | 2.94% | 1.11% | 10.85% | 3.67% | 0.00% | 8.38% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $1.51 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2023 | $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 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $29.18 | $29.18 |
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 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 53.27%, occurring on Mar 9, 2009. Recovery took 283 trading sessions.
The current Goldman Sachs Small Cap Growth Insights Fund drawdown is 0.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.27%Mar 2009 | 1y 2mo | 1y 1mo | 2y 3moJan 2008 - Apr 2010 |
COVID crash2020 | -43.57%Mar 2020 | 1y 6mo | 7mo 27d | 2y 2moSep 2018 - Nov 2020 |
Bear market2022 | -39.12%Jun 2022 | 7mo 9d | 2y 4mo | 2y 12moNov 2021 - Nov 2024 |
2011 bear market2011 | -28.60%Oct 2011 | 2mo 27d | 5mo 12d | 8mo 9dJul 2011 - Mar 2012 |
2025 selloff2025 | -28.21%Apr 2025 | 4mo 3d | 4mo 21d | 8mo 24dDec 2024 - Aug 2025 |
Drawdown Indicators
| GSIOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.27% | -56.78% | +3.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -9.10% | -4.21% |
Max Drawdown (3Y)Largest decline over 3 years | -28.21% | -18.90% | -9.31% |
Max Drawdown (5Y)Largest decline over 5 years | -39.12% | -25.43% | -13.69% |
Max Drawdown (10Y)Largest decline over 10 years | -43.57% | -33.92% | -9.65% |
Current DrawdownCurrent decline from peak | -0.84% | 0.00% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -10.72% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 1.97% | +1.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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