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GKIRX: GOLDMAN SACHS INCOME BUILDER FUND CLASS IR (MUTUAL FUND)
Basic Info 25.02 0.15(0.60%) April 23
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | (8%) |
Start Date: | 09/01/2010 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 4.47% |
Expenses | 0.47% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/01/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 1.8 | 9.4 | 2.7 | 6.2 | 5.1 | 7.1 | 10.7 | -9.3 | 10.8 | 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 | -0.22 | 0.66 | 0.01 | 0.45 | 0.48 | 0.76 | 0.93 | -0.98 | 2.02 | 0.59 | 3.88 | -0.96 | 2.54 | 1.31 | -0.49 | 0.57 | 2.95 | 2.03 | 0.39 | 4.03 |
Draw Down(%) | NA | 3.2 | 6.4 | 15.8 | 23.4 | 23.4 | 23.4 | 6.4 | 15.8 | 3.0 | 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 | 6.0 | 6.6 | 8.1 | 9.8 | 8.2 | 8.2 | 6.9 | 10.9 | 5.3 | 16.1 | 4.7 | 6.7 | 3.2 | 6.9 | 6.9 | 6.1 | 5.7 | 6.5 | 12.2 | 7.5 |
Treynor Ratio | NA | -0.01 | 0.06 | 0.0 | 0.04 | 0.04 | 0.06 | 0.09 | -0.11 | 0.11 | 0.08 | 0.15 | -0.06 | 0.11 | 0.08 | -0.03 | 0.03 | 0.17 | 0.09 | 0.03 | 0.26 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.02 | 0.03 | -0.01 | -0.04 | 0.06 |
Beta | NA | 0.9 | 0.7 | 0.9 | 1.05 | 1.06 | 1.11 | 0.72 | 1.0 | 0.97 | 1.2 | 1.18 | 1.15 | 0.73 | 1.14 | 1.0 | 1.23 | 0.97 | 1.49 | 1.78 | 1.17 |
RSquared | NA | 0.85 | 0.65 | 0.75 | 0.85 | 0.78 | 0.73 | 0.64 | 0.82 | 0.71 | 0.95 | 0.8 | 0.76 | 0.36 | 0.56 | 0.6 | 0.53 | 0.65 | 0.66 | 0.71 | 0.61 |
Yield(%) | N/A | 1.0 | 4.4 | 4.8 | 4.8 | 4.3 | N/A | 4.5 | 3.7 | 7.0 | 3.4 | 4.2 | 3.4 | 4.4 | 3.9 | 4.2 | 4.2 | 5.2 | 6.4 | 2.1 | 1.1 |
Dividend Growth(%) | N/A | -76.2 | 5.0 | 56.6 | 22.3 | N/A | N/A | 6.1 | -45.3 | 118.1 | -6.7 | 12.7 | -18.6 | 18.3 | -14.6 | -1.0 | -11.8 | -12.7 | 207.3 | 115.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2010
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