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GBIRX: GOLDMAN SACHS GLOBAL INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 11.11 0(0.0%) April 19
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (15%) |
Start Date: | 08/02/2010 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.74% |
Expenses | 1.11% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/02/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | -2.3 | 2.9 | -2.4 | 0.8 | 2.4 | 2.7 | 8.2 | -12.6 | -2.4 | 9.1 | 9.1 | 0.1 | 2.6 | 3.3 | 5.9 | 7.5 | 0.2 | 7.6 | 4.2 | -0.8 |
Sharpe Ratio | NA | -1.97 | -0.21 | -0.83 | -0.14 | 0.31 | 0.48 | 0.71 | -2.27 | -0.79 | 1.91 | 2.83 | -0.63 | 0.86 | 1.2 | 0.68 | 4.17 | 0.03 | 4.01 | 1.64 | -0.61 |
Draw Down(%) | NA | 2.0 | 4.3 | 16.8 | 17.6 | 17.6 | 17.6 | 4.3 | 15.5 | 3.9 | 8.3 | 1.7 | 2.0 | 1.2 | 3.3 | 4.4 | 0.5 | 4.8 | 0.7 | 1.5 | 3.4 |
Standard Deviation(%) | NA | 4.7 | 5.3 | 5.2 | 4.8 | 4.6 | 4.2 | 5.6 | 6.2 | 3.0 | 4.6 | 2.7 | 1.9 | 2.3 | 2.6 | 8.6 | 1.8 | 4.5 | 1.9 | 2.6 | 3.1 |
Treynor Ratio | NA | -0.05 | -0.02 | -0.1 | -0.02 | 0.05 | 0.09 | 0.08 | -0.33 | -0.09 | 0.22 | 0.25 | -0.14 | 0.15 | 0.23 | 0.62 | 2.32 | 0.01 | 0.95 | -1.38 | -0.16 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.03 | 0.0 | 0.03 | 0.02 | -0.01 |
Beta | NA | 1.7 | 0.56 | 0.44 | 0.43 | 0.28 | 0.23 | 0.5 | 0.42 | 0.26 | 0.4 | 0.31 | 0.08 | 0.13 | 0.14 | 0.09 | 0.03 | 0.17 | 0.08 | -0.03 | 0.12 |
RSquared | NA | 0.22 | 0.48 | 0.47 | 0.47 | 0.2 | 0.15 | 0.56 | 0.5 | 0.18 | 0.56 | 0.29 | 0.08 | 0.15 | 0.19 | 0.01 | 0.01 | 0.08 | 0.06 | 0.01 | 0.16 |
Yield(%) | N/A | 0.5 | 2.5 | 1.9 | 3.0 | 3.6 | N/A | 2.7 | 1.8 | 1.4 | 5.6 | 3.5 | 1.6 | 1.9 | 1.4 | 10.6 | 6.3 | 5.5 | 6.0 | 2.3 | 0.6 |
Dividend Growth(%) | N/A | -79.3 | 3.7 | -47.4 | -32.1 | N/A | N/A | 26.1 | 21.1 | -73.2 | 69.0 | 121.1 | -17.4 | 35.3 | -87.3 | 71.8 | 8.3 | -7.7 | 169.0 | 262.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2010
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