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GSGDX: GOLDMAN SACHS INVESTMENT GRADE CREDIT FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 7.94 0.01(0.13%) May 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 11/07/2003 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 3.13% |
| Expenses | 0.72% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/07/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 0.1 | 3.3 | 2.9 | -0.1 | 2.1 | 3.5 | 3.4 | 3.5 | 2.7 | 9.7 | -16.6 | -3.2 | 8.7 | 15.3 | -2.6 | 6.5 | 5.3 | -1.2 | 7.4 | -1.0 | 11.9 | 8.7 | 9.3 | 18.6 | -13.5 | 4.8 | 3.5 | 2.1 | 2.9 | 2.5 |
| Sharpe Ratio | NA | -0.42 | -0.52 | -0.19 | -0.39 | 0.06 | NA | NA | 0.38 | -0.67 | 0.69 | -1.95 | -0.58 | 0.8 | 3.27 | -1.08 | 1.7 | 1.22 | -0.25 | 2.27 | -0.25 | 3.13 | 1.54 | 1.53 | 2.51 | -1.73 | 0.4 | 0.07 | -0.01 | 0.4 | 3.65 |
| Draw Down(%) | NA | 4.1 | 5.2 | 11.2 | 24.8 | 24.8 | NA | NA | 24.8 | 4.0 | 7.2 | 21.8 | 5.9 | 18.9 | 2.6 | 4.2 | 1.8 | 4.6 | 4.4 | 1.8 | 6.9 | 1.8 | 3.4 | 4.9 | 5.7 | 18.6 | 2.9 | 3.3 | 3.2 | 6.4 | 1.1 |
| Standard Deviation(%) | NA | 6.2 | 5.9 | 7.5 | 7.0 | 6.5 | NA | NA | 5.8 | 5.9 | 7.9 | 9.2 | 5.5 | 10.6 | 4.3 | 3.6 | 3.5 | 4.1 | 4.9 | 3.2 | 4.1 | 3.8 | 5.7 | 6.0 | 7.4 | 8.3 | 4.6 | 3.4 | 3.6 | 4.8 | 5.0 |
| Treynor Ratio | NA | -0.03 | -0.03 | -0.01 | -0.03 | 0.0 | NA | NA | 0.02 | -0.04 | 0.06 | -0.17 | -0.03 | 0.06 | 0.12 | -0.03 | 0.05 | 0.05 | -0.01 | 0.08 | -0.01 | 0.11 | 0.08 | 0.08 | 0.19 | -0.16 | 0.02 | 0.0 | 0.0 | 0.02 | 0.19 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 1.01 | 1.04 | 1.02 | 1.01 | 1.1 | NA | NA | 1.03 | 1.04 | 0.99 | 1.06 | 1.08 | 1.49 | 1.15 | 1.16 | 1.09 | 0.94 | 1.05 | 0.9 | 0.99 | 1.11 | 1.08 | 1.09 | 0.96 | 0.9 | 0.9 | 0.82 | 0.82 | 0.93 | 0.97 |
| RSquared | NA | 0.87 | 0.91 | 0.93 | 0.84 | 0.79 | NA | NA | 0.79 | 0.95 | 0.91 | 0.95 | 0.62 | 0.65 | 0.8 | 0.72 | 0.78 | 0.69 | 0.81 | 0.7 | 0.82 | 0.8 | 0.87 | 0.88 | 0.81 | 0.72 | 0.8 | 0.78 | 0.71 | 0.85 | 0.78 |
| Yield(%) | N/A | 0.0 | 3.1 | 3.7 | 3.1 | 3.5 | 4.4 | 4.2 | N/A | 4.6 | 4.5 | 3.0 | 2.6 | 3.1 | 5.1 | 3.3 | 3.3 | 3.5 | 4.3 | 5.4 | 4.9 | 7.3 | 9.4 | 4.3 | 5.7 | 6.1 | 5.0 | 4.2 | 4.1 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -31.1 | -7.8 | -16.8 | -39.4 | N/A | N/A | N/A | 7.0 | 21.5 | 6.0 | -10.1 | -33.2 | 44.1 | 4.3 | -3.3 | -23.3 | -20.0 | 3.7 | -29.6 | -22.9 | 127.1 | -14.4 | -25.1 | 22.7 | 18.6 | -0.9 | 104.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2003
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