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GSNIX: GOLDMAN SACHS BOND FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 8.55 0.03(0.35%) April 26
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (71%) |
Start Date: | 12/04/2006 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.05% |
Expenses | 0.44% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -3.6 | -0.3 | -3.9 | 0.4 | 1.6 | 3.5 | 3.1 | 7.2 | -15.1 | -2.2 | 11.5 | 10.6 | -1.5 | 3.1 | 3.0 | 2.0 | 6.0 | -0.1 | 9.8 | 5.8 | 7.7 | 13.8 | -4.7 | 6.1 | -0.9 |
Sharpe Ratio | NA | -2.21 | -0.44 | -0.85 | -0.18 | 0.1 | NA | 0.46 | 0.37 | -2.06 | -0.52 | 1.65 | 2.54 | -0.91 | 0.96 | 0.83 | 0.45 | 3.08 | -0.03 | 3.98 | 1.49 | 1.92 | 2.73 | -0.82 | 0.52 | -5.68 |
Draw Down(%) | NA | 4.2 | 7.4 | 20.4 | 20.9 | 20.9 | NA | 20.9 | 7.7 | 19.2 | 4.8 | 11.8 | 2.1 | 3.5 | 1.6 | 4.0 | 2.5 | 0.8 | 5.0 | 0.9 | 2.3 | 3.3 | 3.6 | 13.4 | 4.5 | 1.0 |
Standard Deviation(%) | NA | 6.9 | 7.7 | 7.1 | 6.6 | 5.2 | NA | 5.0 | 8.0 | 8.0 | 4.2 | 6.8 | 3.6 | 3.1 | 2.6 | 3.3 | 4.3 | 2.0 | 3.4 | 2.5 | 3.9 | 3.9 | 5.0 | 6.9 | 5.9 | 2.7 |
Treynor Ratio | NA | -0.14 | -0.03 | -0.06 | -0.01 | 0.01 | NA | 0.03 | 0.03 | -0.18 | -0.02 | 0.09 | 0.09 | -0.03 | 0.03 | 0.04 | 0.02 | 0.12 | 0.0 | 0.15 | 0.08 | 0.12 | 0.25 | -0.09 | 0.05 | -0.27 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | -0.03 |
Beta | NA | 1.1 | 1.04 | 0.96 | 1.0 | 0.95 | NA | 0.81 | 1.02 | 0.9 | 1.01 | 1.2 | 0.99 | 0.95 | 0.76 | 0.75 | 0.8 | 0.49 | 0.7 | 0.67 | 0.73 | 0.66 | 0.55 | 0.64 | 0.62 | 0.57 |
RSquared | NA | 0.95 | 0.94 | 0.92 | 0.89 | 0.83 | NA | 0.7 | 0.94 | 0.91 | 0.83 | 0.83 | 0.83 | 0.68 | 0.66 | 0.69 | 0.61 | 0.56 | 0.61 | 0.72 | 0.83 | 0.75 | 0.57 | 0.53 | 0.23 | 0.59 |
Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 2.7 | 2.2 | 5.2 | 3.7 | 2.5 | 2.4 | 2.8 | 4.9 | 4.3 | 2.8 | 5.8 | 5.0 | 6.4 | 0.1 | 0.1 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | N/A | N/A | N/A | N/A | N/A | N/A | 28.6 | 16.7 | -55.6 | 50.0 | 44.0 | 4.2 | -14.3 | -45.1 | 15.9 | 46.7 | -49.2 | 15.7 | -20.3 | 6300.0 | 0.0 | -66.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2006
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