GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL started on 01/05/2010
GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL is classified as asset class World Allocation
GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL expense ratio is 1.01%
GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL rating is
Not Rated

Dividends


GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Dividend Info

GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) dividend growth in the last 12 months is

The trailing 12-month yield of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL is 0.00%. its dividend history:

Pay Date Cash Amount
Dec 30, 2020 $0.538
Apr 09, 2019 $0.4
Mar 07, 2019 $0.4
Feb 07, 2019 $0.4
Dec 11, 2018 $0.4408
Dec 28, 2017 $0.211
Dec 11, 2017 $2.325
Dec 30, 2015 $0.069
Dec 10, 2015 $0.277
Dec 30, 2014 $0.11
Dec 09, 2014 $0.592
Dec 30, 2013 $0.002
Dec 05, 2013 $0.359
Dec 28, 2012 $0.026
Dec 05, 2012 $0.382
Dec 29, 2011 $0.069
Dec 07, 2011 $0.025
Dec 08, 2010 $0.187

Dividend Growth History for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2020
2020 $0.538 6.55% -55.17% -
2019 $1.2 14.74% 172.23% -55.17%
2018 $0.4408 4.85% -82.62% 10.48%
2017 $2.536 24.99% - -40.36%
2015 $0.346 3.26% -50.71% 9.23%
2014 $0.702 6.41% 94.46% -4.34%
2013 $0.361 3.31% -11.52% 5.87%
2012 $0.408 3.92% 334.04% 3.52%
2011 $0.094 0.88% -49.73% 21.39%
2010 $0.187 1.87% - 11.15%

Dividend Growth Chart for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Historical Returns And Risk Info

From 01/05/2010 to 03/02/2022, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is -2.84%. Its cumulative total return (dividend reinvested) is -29.508%.

From 01/05/2010 to 03/02/2022, the Maximum Drawdown of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is 58.4%.

From 01/05/2010 to 03/02/2022, the Sharpe Ratio of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is -0.15.

From 01/05/2010 to 03/02/2022, the Annualized Standard Deviation of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is 20.5%.

From 01/05/2010 to 03/02/2022, the Beta of GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is 0.05.

The return data shown below all have the same latest date: 03/02/2022.
AR inception is since 01/05/2010.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GDIFX (GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL) NA -2.10% -19.98% -11.07% -4.47% NA NA -2.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.77% 18.25% 14.99% 14.47% 10.10% 8.93% 14.07%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 1.94% 9.41% 7.82% 7.11% 5.68% 6.17% 7.45%

Return Calculator for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

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GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

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Retirement Spending Calculator for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX)

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Rolling Returns


GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/05/2010 to 03/02/2022, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is -20.23%.
From 01/05/2010 to 03/02/2022, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is -11%.
From 01/05/2010 to 03/02/2022, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is -4.48%.
From 01/05/2010 to 03/02/2022, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) is NA.

Drawdowns


GOLDMAN SACHS DYNAMIC ALLOCATION FUND INSTITUTIONAL (GDIFX) Maximum Drawdown




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