Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GSBIX (GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL) | 6.25% | 9.96% | 9.05% | 6.34% | 6.06% | 7.29% | 6.30% | 5.77% |
Data as of 07/25/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSBIX (GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL) | 08/27/1997 | 07/25/2025 |
| 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 (%) | 0.97 | 9.96 | 9.05 | 6.34 | 6.06 | 7.29 | 6.30 | 5.77 | 6.25 | 8.17 | 10.82 | -9.21 | 7.08 | 9.98 | 19.82 | -4.17 | 8.49 | 9.71 | -3.16 | 3.64 | 17.00 | 13.33 | 5.05 | 13.75 | 24.29 | -22.99 | 4.40 | 12.19 | 4.44 | 10.25 | 16.94 | -9.73 | -3.13 | -0.03 | 9.31 | 3.90 | 1.53 |
| Sharpe Ratio | NA | 0.63 | 0.81 | 0.55 | 0.52 | NA | NA | 0.40 | 0.75 | 0.28 | 0.95 | -1.03 | 1.14 | 0.60 | 3.92 | -0.81 | 2.41 | 1.39 | -0.47 | 0.59 | 2.97 | 2.06 | 0.41 | 1.34 | 1.57 | -1.03 | 0.16 | 1.49 | 0.36 | 1.47 | 1.87 | -0.81 | -0.47 | -0.34 | 0.59 | 0.06 | 0.10 |
| Standard Deviation(%) | NA | 7.72 | 7.70 | 7.76 | 8.32 | NA | NA | 10.04 | 9.09 | 5.74 | 6.98 | 10.35 | 6.17 | 16.28 | 4.70 | 6.77 | 3.27 | 6.86 | 6.84 | 6.13 | 5.71 | 6.49 | 12.21 | 10.20 | 15.44 | 23.11 | 8.97 | 6.03 | 6.32 | 6.35 | 8.71 | 13.41 | 11.74 | 11.99 | 10.36 | 9.01 | 10.74 |
| Draw Down(%) | NA | 7.64 | 9.64 | 17.75 | 23.38 | NA | NA | 37.28 | 7.64 | 3.89 | 6.31 | 15.70 | 4.75 | 23.38 | 1.60 | 9.10 | 1.51 | 6.95 | 8.17 | 6.08 | 5.14 | 5.44 | 9.67 | 8.20 | 17.60 | 32.87 | 5.52 | 4.35 | 4.18 | 4.76 | 6.41 | 18.10 | 14.89 | 7.67 | 8.73 | 14.66 | 4.91 |
| Yield(%) | 0.00 | 4.23 | 4.52 | 4.15 | 4.31 | 5.46 | 5.02 | 4.70 | 1.48 | 5.01 | 4.52 | 3.77 | 3.49 | 3.48 | 4.37 | 4.31 | 4.11 | 4.33 | 4.32 | 4.36 | 5.36 | 6.64 | 2.29 | 3.38 | 4.43 | 3.65 | 8.89 | 10.07 | 2.46 | 2.42 | 2.79 | 2.98 | 2.92 | 4.86 | 7.17 | 3.23 | 6.93 |
Data as of 07/25/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBIX (GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL) |
-8.24%
Feb 2006 - Feb 2009 |
-2.36%
Feb 2004 - Feb 2009 |
0.32%
Feb 1999 - Feb 2009 |
4.65%
Sep 1997 - Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSBIX (GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL) |
21.04%
Feb 2009 - Feb 2012 |
17.80%
Feb 2009 - Feb 2014 |
10.67%
Feb 2009 - Feb 2019 |
9.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart