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GSIPX: GOLDMAN SACHS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.53 0.01(0.10%) May 22
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (74%) |
Start Date: | 09/06/2007 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 4.52% |
Expenses | 0.42% |
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Performance Analytics (As of 05/20/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/06/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.0 | 1.4 | -1.3 | 2.1 | 1.8 | 3.1 | 3.3 | 3.7 | -11.9 | 5.4 | 10.3 | 8.3 | -1.5 | 3.0 | 4.9 | -1.8 | 3.1 | -8.4 | 7.1 | 13.6 | 7.7 | 10.7 | -0.8 | 5.9 |
Sharpe Ratio | NA | -0.75 | -0.56 | -0.56 | 0.07 | 0.12 | NA | 0.38 | -0.08 | -1.49 | 1.17 | 1.37 | 1.79 | -0.89 | 0.68 | 1.05 | -0.33 | 0.77 | -1.5 | 1.46 | 2.04 | 0.6 | 1.38 | -0.17 | 2.46 |
Draw Down(%) | NA | 2.4 | 5.0 | 14.3 | 14.3 | 14.3 | NA | 14.3 | 6.4 | 14.1 | 3.0 | 9.5 | 2.4 | 3.2 | 2.0 | 4.4 | 5.2 | 3.4 | 10.2 | 2.4 | 3.0 | 12.4 | 3.9 | 14.0 | 2.7 |
Standard Deviation(%) | NA | 5.1 | 6.0 | 7.1 | 6.7 | 5.6 | NA | 6.7 | 6.9 | 8.9 | 4.6 | 7.3 | 3.9 | 3.2 | 3.5 | 4.4 | 5.5 | 4.0 | 5.6 | 4.9 | 6.6 | 12.6 | 7.7 | 10.2 | 7.1 |
Treynor Ratio | NA | -0.04 | -0.03 | -0.04 | 0.0 | 0.01 | NA | 0.03 | -0.01 | -0.13 | 0.05 | 0.1 | 0.07 | -0.03 | 0.03 | 0.05 | -0.02 | 0.04 | -0.09 | 0.07 | 0.15 | 0.07 | 0.11 | -0.02 | 0.18 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
Beta | NA | 1.02 | 0.97 | 1.0 | 1.0 | 0.97 | NA | 0.95 | 0.98 | 1.01 | 1.0 | 1.02 | 0.96 | 0.92 | 0.84 | 0.92 | 0.94 | 0.8 | 0.89 | 1.0 | 0.9 | 1.03 | 0.96 | 0.91 | 0.96 |
RSquared | NA | 0.97 | 0.92 | 0.96 | 0.96 | 0.92 | NA | 0.76 | 0.94 | 0.98 | 0.96 | 0.98 | 0.93 | 0.79 | 0.72 | 0.85 | 0.9 | 0.77 | 0.87 | 0.84 | 0.85 | 0.22 | 0.93 | 0.86 | 0.98 |
Yield(%) | N/A | 1.1 | 4.6 | 5.0 | 4.1 | 2.8 | 3.8 | N/A | 3.8 | 5.9 | 5.3 | 1.2 | 2.6 | 2.0 | 2.2 | 1.3 | 0.7 | 1.3 | 2.2 | 5.0 | 10.6 | 8.4 | 2.3 | 3.2 | 1.0 |
Dividend Growth(%) | N/A | -72.1 | -30.2 | 185.3 | 173.6 | N/A | N/A | N/A | -46.4 | 11.5 | 361.4 | -49.0 | 23.0 | -8.6 | 75.9 | 72.7 | -41.2 | -47.8 | -54.6 | -52.0 | 25.1 | 302.2 | -33.0 | 249.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/2007
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