Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSBCX (GOLDMAN SACHS INCOME BUILDER FUND CLASS C) | 5.95% | 8.57% | 7.82% | 5.18% | 4.83% | 6.08% | 5.09% | 4.49% |
Data as of 07/24/2025, AR inception is 08/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBCX (GOLDMAN SACHS INCOME BUILDER FUND CLASS C) | 08/28/1997 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.90 | 8.57 | 7.82 | 5.18 | 4.83 | 6.08 | 5.09 | 4.49 | 5.95 | 7.48 | 9.60 | -10.18 | 5.79 | 8.75 | 18.43 | -5.32 | 7.38 | 8.45 | -4.29 | 2.48 | 15.68 | 12.07 | 3.83 | 12.44 | 22.91 | -23.88 | 3.18 | 10.90 | 2.29 | 8.93 | 15.64 | -10.76 | -4.24 | -1.26 | 8.07 | 2.79 | 1.34 |
| Sharpe Ratio | NA | 0.47 | 0.65 | 0.39 | 0.38 | NA | NA | 0.28 | 0.72 | 0.16 | 0.78 | -1.12 | 0.92 | 0.52 | 3.63 | -0.99 | 2.20 | 1.21 | -0.63 | 0.40 | 2.74 | 1.85 | 0.31 | 1.21 | 1.47 | -1.07 | 0.02 | 1.28 | 0.02 | 1.27 | 1.74 | -0.89 | -0.57 | -0.45 | 0.47 | -0.06 | 0.05 |
| Standard Deviation(%) | NA | 7.79 | 7.71 | 7.78 | 8.31 | NA | NA | 10.02 | 9.12 | 5.71 | 6.93 | 10.35 | 6.28 | 16.26 | 4.69 | 6.71 | 3.09 | 6.81 | 6.86 | 6.10 | 5.72 | 6.53 | 12.25 | 10.21 | 15.48 | 23.15 | 8.95 | 5.98 | 6.16 | 6.30 | 8.61 | 13.31 | 11.64 | 11.88 | 10.30 | 8.98 | 10.80 |
| Draw Down(%) | NA | 8.09 | 9.76 | 18.66 | 23.47 | NA | NA | 38.30 | 7.75 | 3.94 | 6.58 | 16.39 | 5.01 | 23.47 | 1.63 | 10.04 | 1.56 | 7.09 | 8.76 | 6.42 | 5.25 | 5.59 | 10.11 | 8.41 | 17.77 | 33.53 | 5.65 | 4.44 | 4.33 | 4.97 | 6.59 | 18.64 | 15.53 | 7.96 | 9.01 | 15.05 | 4.94 |
| Yield(%) | 0.00 | 3.31 | 3.60 | 3.20 | 3.27 | 4.16 | 3.91 | 3.61 | 1.50 | 3.61 | 3.64 | 2.94 | 2.51 | 2.54 | 3.29 | 3.24 | 3.21 | 3.29 | 3.33 | 3.41 | 4.36 | 5.63 | 1.20 | 2.28 | 3.32 | 2.71 | 7.94 | 9.10 | 1.35 | 1.28 | 1.62 | 1.93 | 1.83 | 3.83 | 6.00 | 2.25 | 6.72 |
Data as of 07/24/2025, AR inception is 08/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBCX (GOLDMAN SACHS INCOME BUILDER FUND CLASS C) |
-9.27%
Feb 2006 - Feb 2009 |
-3.65%
Feb 2004 - Feb 2009 |
-0.92%
Feb 1999 - Feb 2009 |
3.39%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBCX (GOLDMAN SACHS INCOME BUILDER FUND CLASS C) |
19.63%
Feb 2009 - Feb 2012 |
16.44%
Feb 2009 - Feb 2014 |
9.41%
Feb 2009 - Feb 2019 |
7.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart