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GSOIX: GOLDMAN SACHS GOVERNMENT INCOME FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 12.96 0.07(0.54%) May 02
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 08/27/1997 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 2.04% |
| Expenses | 1.06% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 1.4 | 5.1 | 0.8 | -2.0 | 0.5 | 1.4 | 2.3 | 3.3 | 0.8 | 4.6 | -12.6 | -4.0 | 6.7 | 6.1 | 0.6 | 1.9 | 1.4 | 0.7 | 4.5 | -2.2 | 2.9 | 6.9 | 5.0 | 4.9 | 5.8 | 7.5 | 4.4 | 2.2 | 2.8 | 3.5 | 9.9 | 8.6 | 12.6 | -1.3 | 4.6 | 4.2 |
| Sharpe Ratio | NA | 0.24 | -0.24 | -0.51 | -0.79 | -0.24 | NA | NA | 0.42 | -1.02 | 0.05 | -1.85 | -1.17 | 1.5 | 1.45 | -0.25 | 0.51 | 0.4 | 0.19 | 2.19 | -0.8 | 1.34 | 2.04 | 1.36 | 1.24 | 0.81 | 1.43 | 0.43 | 0.03 | 0.48 | 0.69 | 2.35 | 1.27 | 2.06 | -1.06 | 0.35 | 2.67 |
| Draw Down(%) | NA | 2.7 | 5.0 | 10.2 | 20.0 | 20.0 | NA | NA | 20.0 | 4.4 | 7.9 | 16.1 | 4.3 | 4.3 | 2.0 | 2.4 | 1.5 | 4.1 | 2.5 | 0.8 | 4.1 | 1.2 | 2.0 | 3.2 | 2.0 | 4.5 | 1.9 | 1.3 | 2.2 | 3.8 | 4.0 | 2.1 | 3.7 | 2.9 | 3.7 | 3.0 | 0.9 |
| Standard Deviation(%) | NA | 5.5 | 5.4 | 6.9 | 5.9 | 4.8 | NA | NA | 4.1 | 5.6 | 7.6 | 7.6 | 3.4 | 4.3 | 3.2 | 2.8 | 2.5 | 2.9 | 3.4 | 2.0 | 2.8 | 2.1 | 3.4 | 3.6 | 3.9 | 6.0 | 3.1 | 2.7 | 2.4 | 3.8 | 4.2 | 3.7 | 5.0 | 4.1 | 4.3 | 3.7 | 3.5 |
| Treynor Ratio | NA | 0.01 | -0.01 | -0.03 | -0.05 | -0.01 | NA | NA | 0.02 | -0.05 | 0.0 | -0.13 | -0.04 | 0.12 | 0.06 | -0.01 | 0.02 | 0.02 | 0.01 | 0.08 | -0.03 | 0.05 | 0.11 | 0.08 | 0.09 | 0.08 | 0.07 | 0.02 | 0.0 | 0.03 | 0.04 | 0.15 | 0.09 | 0.1 | -0.06 | 0.02 | 0.12 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.98 | 1.02 | 1.04 | 0.94 | 0.91 | NA | NA | 0.73 | 1.06 | 1.01 | 1.06 | 0.9 | 0.54 | 0.81 | 0.85 | 0.77 | 0.72 | 0.74 | 0.54 | 0.68 | 0.61 | 0.64 | 0.6 | 0.52 | 0.62 | 0.61 | 0.63 | 0.56 | 0.7 | 0.73 | 0.6 | 0.67 | 0.82 | 0.78 | 0.55 | 0.76 |
| RSquared | NA | 0.9 | 0.92 | 0.92 | 0.82 | 0.83 | NA | NA | 0.78 | 0.94 | 0.91 | 0.93 | 0.66 | 0.45 | 0.93 | 0.77 | 0.81 | 0.84 | 0.86 | 0.76 | 0.86 | 0.81 | 0.9 | 0.79 | 0.82 | 0.63 | 0.82 | 0.69 | 0.76 | 0.81 | 0.89 | 0.85 | 0.78 | 0.83 | 0.9 | 0.65 | 0.84 |
| Yield(%) | N/A | 0.0 | 2.0 | 2.2 | 1.5 | 1.8 | 2.4 | 2.9 | N/A | 2.9 | 2.6 | 1.5 | 0.8 | 1.6 | 2.4 | 2.3 | 1.9 | 2.0 | 1.8 | 1.8 | 1.6 | 5.1 | 3.9 | 5.6 | 4.9 | 5.1 | 4.7 | 4.4 | 2.9 | 3.3 | 4.5 | 5.2 | 7.7 | 6.6 | 5.3 | 5.5 | 2.5 |
| Dividend Growth(%) | N/A | -100.0 | -26.8 | 37.6 | -23.9 | -53.6 | N/A | N/A | N/A | 11.5 | 55.8 | 83.9 | -50.4 | -32.1 | 4.3 | 20.9 | -7.0 | 9.1 | 3.4 | 12.3 | -69.8 | 33.3 | -30.1 | 13.9 | -3.5 | 11.9 | 4.9 | 52.2 | -13.4 | -26.6 | -8.8 | -32.9 | 23.9 | 16.1 | -4.6 | 127.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/1997
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See Intermediate Government Asset Class Trend Rankings |
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