Goldman Sachs Equity Income R (GRGRX)

44.45 +0.69 (+1.58%) USD  |  May 27 2022

GRGRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Goldman Sachs Equity Income R
19.32%
32.17%
11.03%
-3.33%
12.95%
10.11%
-6.35%
24.61%
3.22%
21.52%
-2.72%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.21%
MainStay Epoch US Equity Yield R3
11.96%
29.55%
14.28%
-2.98%
14.09%
16.29%
-5.93%
23.27%
-0.46%
22.07%
-1.23%
MassMutual Fundamental Value R4
16.20%
31.24%
10.98%
-3.48%
13.12%
14.82%
-11.14%
22.86%
1.48%
27.98%
-0.41%
JPMorgan Value Advantage R4
18.92%
32.27%
13.87%
-4.24%
16.97%
13.94%
-9.18%
27.05%
-1.76%
28.62%
0.65%
JPMorgan US Value R5
19.53%
33.96%
14.10%
-2.50%
15.29%
17.66%
-7.35%
28.35%
4.70%
27.39%
-1.86%
As of May 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Goldman Sachs Equity Income R
1.32%
0.71%
2.59%
5.69%
10.58%
9.06%
10.98%
5.33%
6.90%
7.20%
S&P 500 Total Return
-0.43%
-4.79%
-8.81%
0.41%
15.66%
13.49%
14.41%
9.16%
9.10%
10.16%
MainStay Epoch US Equity Yield R3
1.31%
2.29%
3.71%
5.57%
10.09%
8.56%
11.06%
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11.85%
MassMutual Fundamental Value R4
2.75%
0.10%
4.14%
4.14%
13.48%
9.12%
11.13%
6.82%
7.57%
7.32%
JPMorgan Value Advantage R4
1.39%
-0.91%
4.41%
5.06%
12.60%
10.23%
12.21%
8.55%
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9.67%
JPMorgan US Value R5
2.32%
-0.16%
1.87%
4.24%
14.80%
12.09%
13.47%
7.71%
8.24%
11.60%
As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022