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GKIRX: GOLDMAN SACHS INCOME BUILDER FUND CLASS IR (MUTUAL FUND)
Basic Info 26.8 0.02(0.07%) July 02
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 09/01/2010 |
| Last Dividend Date: | 05/29/2025 |
| 12-Mo. Yield | 4.96% |
| Expenses | 0.47% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/01/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 5.7 | 10.8 | 9.6 | 7.1 | 5.6 | 7.1 | 9.1 | 10.7 | -9.3 | 7.0 | 9.8 | 19.7 | -5.1 | 8.7 | 9.2 | -3.3 | 3.5 | 16.8 | 13.2 | 4.8 | 9.2 |
| Sharpe Ratio | NA | 0.78 | 0.82 | 0.74 | 0.63 | 0.5 | 0.75 | 0.97 | 1.02 | -1.04 | 1.13 | 0.59 | 3.87 | -0.97 | 2.54 | 1.31 | -0.49 | 0.57 | 2.95 | 2.03 | 0.39 | 4.03 |
| Draw Down(%) | NA | 7.6 | 7.6 | 9.7 | 17.8 | 23.4 | 23.4 | 3.4 | 6.3 | 15.8 | 4.8 | 23.4 | 1.6 | 9.9 | 1.5 | 7.0 | 8.3 | 6.2 | 5.2 | 5.4 | 9.7 | 2.7 |
| Standard Deviation(%) | NA | 9.4 | 7.7 | 7.7 | 7.8 | 8.3 | 8.2 | 5.7 | 6.9 | 10.4 | 6.2 | 16.3 | 4.7 | 6.7 | 3.2 | 6.9 | 6.9 | 6.1 | 5.7 | 6.5 | 12.2 | 7.5 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.06 | 0.05 | 0.04 | 0.06 | 0.06 | 0.1 | -0.11 | 0.07 | 0.08 | 0.15 | -0.06 | 0.11 | 0.08 | -0.03 | 0.03 | 0.17 | 0.09 | 0.03 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.03 | -0.01 | -0.04 | 0.06 |
| Beta | NA | 1.09 | 1.03 | 0.89 | 0.94 | 1.04 | 1.09 | 0.9 | 0.72 | 0.99 | 0.96 | 1.18 | 1.18 | 1.15 | 0.73 | 1.14 | 1.0 | 1.23 | 0.97 | 1.49 | 1.78 | 1.17 |
| RSquared | NA | 0.9 | 0.87 | 0.8 | 0.77 | 0.78 | 0.72 | 0.83 | 0.64 | 0.87 | 0.52 | 0.9 | 0.8 | 0.76 | 0.36 | 0.56 | 0.6 | 0.53 | 0.65 | 0.66 | 0.71 | 0.61 |
| Yield(%) | N/A | 1.8 | 4.6 | 4.7 | 4.3 | 4.1 | N/A | 5.0 | 4.5 | 3.7 | 3.4 | 3.4 | 4.2 | 3.4 | 4.4 | 3.9 | 4.2 | 4.2 | 5.2 | 6.5 | 2.2 | 1.1 |
| Dividend Growth(%) | N/A | -61.5 | 10.7 | 24.5 | 16.2 | N/A | N/A | 17.1 | 5.0 | 13.0 | 6.0 | -7.6 | 14.0 | -18.4 | 19.2 | -14.9 | -1.2 | -11.5 | -13.9 | 206.3 | 113.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
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Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.15% (83%)
- AOM (iShares Core Moderate Allocation ETF) 0.43% (82%)
- PCEF (Invesco CEF Income Composite ETF) 0.36% (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) 0.38% (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.44% (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) 0.08% (99%)
- FT (Franklin Universal Closed Fund) 0.39% (99%)
- PDT (John Hancock Premium Dividend Fund) 0.68% (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) 0.05% (26%)
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