Goldman Sachs Small/Mid Cap Growth Fund (GSMYX)
The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") in a diversified portfolio of equity investments in small and mid-cap issuers. It may invest up to 25% of its Net Assets in foreign securities, including securities of issuers in countries with emerging markets or economies and securities quoted in foreign currencies. The fund may invest up to 20% of its net assets in fixed income securities, such as government, corporate and bank debt obligations.
Fund Info
US38143H7465
Jun 30, 2005
$1,000,000
Mid-Cap
Growth
Expense Ratio
GSMYX features an expense ratio of 0.89%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Small/Mid Cap Growth 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/Mid Cap Growth Fund had a return of 3.09% year-to-date (YTD) and 7.87% in the last 12 months. Over the past 10 years, Goldman Sachs Small/Mid Cap Growth Fund had an annualized return of 1.43%, while the S&P 500 had an annualized return of 11.29%, indicating that Goldman Sachs Small/Mid Cap Growth Fund did not perform as well as the benchmark.
GSMYX
3.09%
-1.05%
5.27%
7.87%
1.97%
1.43%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of GSMYX, 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 | 4.84% | 3.09% | |||||||||||
| 2024 | -0.09% | 10.68% | 2.93% | -6.25% | 2.39% | -1.29% | 2.37% | 1.12% | 2.53% | -2.23% | 9.33% | -8.31% | 12.18% |
| 2023 | 7.24% | -1.17% | 0.84% | -2.10% | -1.49% | 7.99% | 1.92% | -4.09% | -5.89% | -7.23% | 9.76% | 9.60% | 14.28% |
| 2022 | -16.41% | -0.76% | 1.03% | -10.81% | -4.59% | -6.64% | 12.65% | -2.19% | -7.52% | 7.91% | 3.46% | -5.56% | -28.45% |
| 2021 | 0.91% | 3.49% | -3.07% | 5.56% | -3.49% | 5.05% | 0.10% | 3.60% | -3.44% | 5.84% | -5.73% | -12.84% | -5.66% |
| 2020 | 1.70% | -4.32% | -15.29% | 16.22% | 12.43% | 3.95% | 5.74% | 4.11% | -0.08% | 1.96% | 13.47% | -5.74% | 34.29% |
| 2019 | 11.34% | 7.37% | 0.29% | 3.61% | -4.40% | 8.21% | 0.67% | -1.50% | -2.42% | 2.47% | 6.44% | -11.05% | 20.63% |
| 2018 | 5.83% | -2.84% | 1.13% | -1.73% | 3.56% | 1.31% | 2.39% | 4.78% | -0.08% | -10.93% | 1.67% | -24.32% | -21.23% |
| 2017 | 4.12% | 3.42% | 2.46% | 2.54% | -0.18% | 2.16% | 2.12% | -0.35% | 3.86% | 1.46% | 2.84% | -10.92% | 13.33% |
| 2016 | -10.34% | -1.32% | 7.68% | 2.02% | 3.85% | -1.95% | 4.83% | -0.81% | -0.57% | -5.68% | 4.19% | -3.67% | -3.15% |
| 2015 | -2.50% | 6.43% | 0.73% | -0.63% | 2.91% | 1.90% | 1.65% | -7.58% | -5.07% | 1.80% | 2.29% | -5.32% | -4.25% |
| 2014 | -1.40% | 5.40% | -0.33% | -4.95% | 0.88% | 6.73% | -5.66% | 5.08% | -2.35% | 4.81% | 1.35% | -5.86% | 2.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GSMYX is 21, meaning it’s performing worse than 79% 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 Small/Mid Cap Growth Fund (GSMYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Small/Mid Cap Growth 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/Mid Cap Growth Fund was 57.99%, occurring on Nov 20, 2008. Recovery took 511 trading sessions.
The current Goldman Sachs Small/Mid Cap Growth Fund drawdown is 24.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.99% | Oct 11, 2007 | 281 | Nov 20, 2008 | 511 | Dec 2, 2010 | 792 |
| -49.75% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -41.27% | Sep 17, 2018 | 378 | Mar 18, 2020 | 112 | Aug 26, 2020 | 490 |
| -30.45% | Jun 24, 2015 | 161 | Feb 11, 2016 | 410 | Sep 27, 2017 | 571 |
| -26.61% | Apr 28, 2011 | 110 | Oct 3, 2011 | 234 | Sep 7, 2012 | 344 |
Volatility
Volatility Chart
The current Goldman Sachs Small/Mid Cap Growth Fund volatility is 5.50%, 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.