GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL started on 12/21/1995
GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL is classified as asset class MID-CAP VALUE
GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL expense ratio is 1.18%
GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL rating is
(83%)

Dividends


GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Dividend Info

GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) dividend growth in the last 12 months is 23.20%

The trailing 12-month yield of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL is 1.09%. its dividend history:

Pay Date Cash Amount
Dec 17, 2024 $0.393
Dec 18, 2023 $0.319
Dec 16, 2022 $0.297
Dec 16, 2021 $0.253
Dec 16, 2020 $0.259
Dec 18, 2019 $0.341
Dec 12, 2019 $0.84
Dec 19, 2018 $0.2694
Dec 11, 2018 $4.7137
Dec 20, 2017 $0.348
Dec 11, 2017 $5.255
Dec 20, 2016 $0.551
Dec 21, 2015 $0.259
Dec 10, 2015 $4.342
Dec 04, 2014 $8.869
Dec 05, 2013 $7.523
Dec 05, 2012 $0.49
Dec 07, 2011 $0.32
Dec 08, 2010 $0.261
Dec 08, 2009 $0.382
Dec 09, 2008 $0.42
Dec 13, 2007 $4.564
Dec 12, 2006 $1.99
Dec 30, 2005 $2.644
Dec 09, 2004 $0.194
Aug 31, 2004 $0.001
Aug 30, 2004 $0.001
Aug 27, 2004 $0.003
Aug 26, 2004 $0.001
Aug 25, 2004 $0.001
Aug 24, 2004 $0.001
Aug 23, 2004 $0.001
Aug 19, 2004 $0.001
Aug 17, 2004 $0.001
Aug 16, 2004 $0.001
Aug 12, 2004 $0.001
Aug 11, 2004 $0.001
Aug 10, 2004 $0.001
Aug 09, 2004 $0.001
Aug 06, 2004 $0.003
Aug 05, 2004 $0.001
Aug 04, 2004 $0.001
Aug 03, 2004 $0.001
Aug 02, 2004 $0.001
Dec 31, 2003 $0.24
Dec 31, 2002 $0.691
Dec 31, 2001 $0.83
Dec 15, 1999 $0.222
Jul 29, 1999 $1.73
Dec 18, 1998 $1.089
Dec 19, 1997 $0.311
Sep 29, 1997 $2.586
Dec 20, 1996 $1.19
Dec 22, 1995 $0.119

Dividend Growth History for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.393 1.13% 23.20% -
2023 $0.319 0.98% 7.41% 23.20%
2022 $0.297 0.71% 17.39% 15.03%
2021 $0.253 0.69% -2.32% 15.81%
2020 $0.259 0.75% -78.07% 10.99%
2019 $1.181 4.39% -76.30% -19.75%
2018 $4.9831 13.92% -11.06% -34.51%
2017 $5.603 15.11% 916.88% -31.59%
2016 $0.551 1.68% -88.02% -4.14%
2015 $4.601 11.07% -48.12% -23.92%
2014 $8.869 20.18% 17.89% -26.78%
2013 $7.523 18.70% 1,435.31% -23.54%
2012 $0.49 1.44% 53.13% -1.82%
2011 $0.32 0.87% 22.61% 1.59%
2010 $0.261 0.88% -31.68% 2.97%
2009 $0.382 1.68% -9.05% 0.19%
2008 $0.42 1.20% -90.80% -0.41%
2007 $4.564 11.74% 129.35% -13.43%
2006 $1.99 5.56% -24.74% -8.62%
2005 $2.644 8.00% 1,118.43% -9.55%
2004 $0.217 0.76% -9.58% 3.01%
2003 $0.24 1.04% -65.27% 2.38%
2002 $0.691 2.83% -16.75% -2.53%
2001 $0.83 3.75% - -3.20%
1999 $1.952 10.23% 79.25% -6.21%
1998 $1.089 5.07% -62.41% -3.84%
1997 $2.897 16.45% 143.45% -7.13%
1996 $1.19 7.57% 900.00% -3.88%
1995 $0.119 0.77% - 4.21%

Dividend Growth Chart for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Historical Returns And Risk Info

From 12/21/1995 to 05/01/2025, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 8.63%. Its cumulative total return (dividend reinvested) is 1,031.923%.

From 12/21/1995 to 05/01/2025, the Maximum Drawdown of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 55.2%.

From 12/21/1995 to 05/01/2025, the Sharpe Ratio of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 0.35.

From 12/21/1995 to 05/01/2025, the Annualized Standard Deviation of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 19.6%.

From 12/21/1995 to 05/01/2025, the Beta of GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 0.95.

The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 12/21/1995.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GSMCX (GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL) -5.64% -2.20% -1.84% 6.35% 3.18% 6.49% 6.36% 8.73%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -4.37% 13.03% 12.04% 16.35% 12.16% 12.80% 10.20% 9.87%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.21% 10.24% 6.96% 8.03% 5.81% 6.59% 6.00% 6.79%

Return Calculator for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

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GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

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Retirement Spending Calculator for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX)

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Rolling Returns


GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/21/1995 to 05/01/2025, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is -14.76%.
From 12/21/1995 to 05/01/2025, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is -4.16%.
From 12/21/1995 to 05/01/2025, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 3.29%.
From 12/21/1995 to 05/01/2025, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) is 6.3%.

Drawdowns


GOLDMAN SACHS MID CAP VALUE FUND INSTITUTIONAL (GSMCX) Maximum Drawdown




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