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GXIIX: Goldman Sachs Income Strategies Instl (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 04/05/2007 |
Last Dividend Date: | 04/29/2014 |
12-Mo. Yield | 0.00% |
Expenses | 0.98% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.0 | 5.8 | 7.2 | 6.4 | 3.1 | 5.9 | 0.2 | 14.5 | -1.6 | 12.5 | 28.0 | -26.7 | 0.0 |
SR | NA | 1.7 | 1.27 | 0.84 | 0.26 | 2.1 | 0.02 | 2.56 | -0.16 | 1.35 | 2.38 | -1.49 | -0.37 |
DD(%) | NA | 2.5 | 9.4 | 11.9 | 37.5 | 2.5 | 9.4 | 5.3 | 11.9 | 7.4 | 13.7 | 35.0 | 5.6 |
SD(%) | NA | 3.4 | 5.6 | 7.6 | 10.3 | 3.2 | 6.5 | 5.7 | 10.7 | 9.2 | 11.7 | 18.5 | 7.7 |
TR | NA | 0.19 | 0.13 | 0.1 | 0.04 | 0.24 | 0.0 | 0.23 | -0.02 | 0.16 | 0.37 | -0.33 | -0.03 |
Alpha(%) | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | -0.03 | 0.03 | 0.0 | 0.02 | 0.04 | -0.05 | -0.06 |
Beta(%) | NA | 0.29 | 0.56 | 0.67 | 0.75 | 0.27 | 0.63 | 0.63 | 0.7 | 0.79 | 0.75 | 0.84 | 0.82 |
RS | NA | 0.32 | 0.63 | 0.8 | 0.81 | 0.32 | 0.53 | 0.87 | 0.92 | 0.88 | 0.79 | 0.86 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/05/2007
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