Find A Portfolio/Ticker
Comparison Box
GSHTX: GOLDMAN SACHS HIGH YIELD FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 5.51 0.01(0.18%) May 01
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (82%) |
Start Date: | 12/04/2007 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.98% |
Expenses | 0.98% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.3 | 7.5 | 0.4 | 2.6 | 3.1 | 6.7 | 5.0 | 11.2 | -12.5 | 4.1 | 5.6 | 15.3 | -3.6 | 5.9 | 13.9 | -5.1 | 2.0 | 7.9 | 15.7 | 2.6 | 12.8 | 51.0 | -26.5 | -0.9 |
Sharpe Ratio | NA | -1.37 | 0.9 | -0.33 | 0.14 | 0.33 | NA | 0.7 | 1.34 | -1.72 | 1.4 | 0.41 | 3.55 | -1.13 | 1.73 | 2.26 | -1.04 | 0.49 | 2.15 | 4.33 | 0.41 | 2.91 | 8.63 | -3.1 | -6.88 |
Draw Down(%) | NA | 2.0 | 3.2 | 16.7 | 23.2 | 23.2 | NA | 32.8 | 4.2 | 16.7 | 2.5 | 23.2 | 1.7 | 7.2 | 2.4 | 5.8 | 9.9 | 6.2 | 5.6 | 2.9 | 10.9 | 5.0 | 7.0 | 32.8 | 1.2 |
Standard Deviation(%) | NA | 3.7 | 4.5 | 5.9 | 7.5 | 6.3 | NA | 6.1 | 5.3 | 8.1 | 2.9 | 12.8 | 3.9 | 4.3 | 3.1 | 6.1 | 4.9 | 4.0 | 3.7 | 3.6 | 6.4 | 4.4 | 5.9 | 8.8 | 2.0 |
Treynor Ratio | NA | -0.06 | 0.05 | -0.02 | 0.01 | 0.02 | NA | 0.04 | 0.08 | -0.14 | 0.04 | 0.05 | 0.13 | -0.05 | 0.06 | 0.12 | -0.04 | 0.02 | 0.08 | 0.16 | 0.02 | 0.16 | 0.64 | -0.31 | 0.59 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.06 | -0.04 | -0.05 |
Beta | NA | 0.85 | 0.86 | 0.97 | 1.08 | 1.08 | NA | 1.01 | 0.87 | 1.03 | 0.98 | 1.18 | 1.03 | 1.04 | 0.89 | 1.13 | 1.14 | 1.05 | 1.04 | 1.0 | 1.13 | 0.81 | 0.79 | 0.87 | -0.24 |
RSquared | NA | 0.72 | 0.84 | 0.88 | 0.91 | 0.89 | NA | 0.84 | 0.87 | 0.91 | 0.64 | 0.96 | 0.79 | 0.77 | 0.69 | 0.88 | 0.85 | 0.83 | 0.82 | 0.75 | 0.86 | 0.69 | 0.69 | 0.78 | 0.17 |
Yield(%) | N/A | 1.6 | 6.1 | 5.1 | 5.3 | 5.0 | 7.5 | N/A | 6.8 | 5.5 | 4.8 | 5.5 | 6.0 | 5.5 | 5.5 | 6.0 | 5.3 | 7.4 | 10.1 | 8.9 | 8.4 | 7.5 | 1.8 | 0.7 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | -8.3 | -8.3 | -11.9 | N/A | N/A | N/A | 2.9 | 12.9 | -13.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -32.1 | -28.4 | 21.3 | 0.0 | 17.3 | 477.8 | 80.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (95%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (93%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.0% (94%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) (94%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) 0.14% (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.13% (30%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.11% (29%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (98%)
- MPV (Barings Participation Investors (the Trust)) (97%)