GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX)

Basic Info 15.59 0.06(0.39%)
May 14

GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL started on 01/23/1998
GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL is classified as asset class World Allocation
GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL expense ratio is 1.24%
GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL rating is
(83%)

GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) Dividend Info

GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) dividend growth in the last 12 months is -63.49%

The trailing 12-month yield of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL is 2.11%. its dividend history:

DateDividend
03/27/2024 0.0624
12/28/2023 0.0671
09/28/2023 0.0856
06/29/2023 0.0775
03/30/2023 0.0606
12/23/2022 0.406
12/07/2022 0.2271
09/29/2022 0.0453
06/29/2022 0.0624
03/30/2022 0.0357
12/30/2021 0.5672
12/10/2021 0.4421
09/29/2021 0.0362
06/29/2021 0.0188
03/30/2021 0.051
12/30/2020 0.159
12/10/2020 0.263
09/29/2020 0.036
06/29/2020 0.031
03/30/2020 0.051
12/30/2019 0.222
09/27/2019 0.033
06/27/2019 0.026
03/28/2019 0.047
12/28/2018 0.244
09/27/2018 0.044
06/28/2018 0.042
03/29/2018 0.043
12/28/2017 0.257
09/29/2017 0.057
09/28/2017 0.057
06/30/2017 0.04
03/30/2017 0.024
12/29/2016 0.116
09/29/2016 0.02
06/29/2016 0.021
03/30/2016 0.011
12/30/2015 0.379
09/29/2015 0.025
06/29/2015 0.032
03/30/2015 0.03
12/30/2014 0.293
09/29/2014 0.022
06/27/2014 0.023
03/28/2014 0.023
12/30/2013 0.231
09/27/2013 0.013
06/27/2013 0.024
03/27/2013 0.024
12/28/2012 0.237
09/27/2012 0.015
06/28/2012 0.028
03/29/2012 0.029
12/29/2011 0.154
09/29/2011 0.023
06/29/2011 0.027
03/30/2011 0.048
12/30/2010 0.171
09/29/2010 0.024
06/29/2010 0.03
03/30/2010 0.06
12/18/2009 0.128
09/29/2009 0.161
06/29/2009 0.047
03/30/2009 0.063
12/19/2008 0.533
09/29/2008 0.051
06/27/2008 0.058
03/28/2008 0.074
12/19/2007 0.63
09/27/2007 0.051
06/28/2007 0.042
03/29/2007 0.051
12/18/2006 0.755
09/28/2006 0.058
06/29/2006 0.05
03/30/2006 0.096
12/15/2005 0.098
09/29/2005 0.058
06/29/2005 0.055
03/30/2005 0.076
12/16/2004 0.1
09/29/2004 0.048
06/29/2004 0.048
03/31/2004 0.052
12/31/2003 0.142
09/30/2003 0.042
06/30/2003 0.055
03/31/2003 0.053
12/31/2002 0.074
09/30/2002 0.054
06/28/2002 0.061
03/28/2002 0.048
12/31/2001 0.332
09/28/2001 0.058
06/29/2001 0.066
03/30/2001 0.069
12/20/2000 0.38
09/29/2000 0.072
06/30/2000 0.069
03/30/2000 0.061
12/28/1999 0.16
09/30/1999 0.068
06/24/1999 0.062
03/23/1999 0.046
12/21/1998 0.178
09/24/1998 0.05
06/24/1998 0.044
03/25/1998 0.027

Dividend Growth History for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2908 2.21% -62.55% -
2022 $0.7765 4.73% -30.38% -62.55%
2021 $1.1153 7.19% 106.54% -48.94%
2020 $0.54 3.75% 64.63% -18.64%
2019 $0.328 2.67% -12.06% -2.96%
2018 $0.373 2.69% -14.25% -4.86%
2017 $0.435 3.56% 158.93% -6.49%
2016 $0.168 1.45% -63.95% 8.15%
2015 $0.466 3.84% 29.09% -5.72%
2014 $0.361 2.99% 23.63% -2.37%
2013 $0.292 2.62% -5.50% -0.04%
2012 $0.309 3.05% 22.62% -0.55%
2011 $0.252 2.36% -11.58% 1.20%
2010 $0.285 2.85% -28.57% 0.16%
2009 $0.399 4.90% -44.27% -2.23%
2008 $0.716 5.55% -7.49% -5.83%
2007 $0.774 5.95% -19.29% -5.93%
2006 $0.959 7.75% 234.15% -6.78%
2005 $0.287 2.51% 15.73% 0.07%
2004 $0.248 2.43% -15.07% 0.84%
2003 $0.292 3.44% 23.21% -0.02%
2002 $0.237 2.52% -54.86% 0.98%
2001 $0.525 4.97% -9.79% -2.65%
2000 $0.582 4.98% 73.21% -2.97%
1999 $0.336 3.23% 12.37% -0.60%
1998 $0.299 2.96% - -0.11%

Dividend Growth Chart for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX)


GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) Historical Returns And Risk Info

From 01/26/1998 to 05/14/2024, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 5.537%. Its cumulative total return (dividend reinvested) is 311.604%.

From 01/26/1998 to 05/14/2024, the Maximum Drawdown of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 44.9%.

From 01/26/1998 to 05/14/2024, the Sharpe Ratio of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 0.36.

From 01/26/1998 to 05/14/2024, the Annualized Standard Deviation of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 11.7%.

From 01/26/1998 to 05/14/2024, the Beta of GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 0.9.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/26/1998
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
Annualized Return(%) 1.2 5.1 14.2 2.7 7.3 5.9 7.8 6.1 5.5 15.1 -15.3 12.8 12.7 19.2 -8.6 17.1 5.1 0.9 2.6 13.6 12.7 -3.0 10.6 26.3 -31.7 5.5 14.4 8.9 15.4 25.1 -8.1 -7.0 -4.0 16.2 5.8
Sharpe Ratio NA 1.38 1.29 0.04 0.43 0.44 NA NA 0.36 1.35 -1.12 1.3 0.59 2.47 -1.0 3.29 0.53 0.1 0.36 1.71 1.57 -0.21 0.79 1.49 -1.29 0.22 1.54 0.98 1.7 2.92 -0.87 -0.86 -0.79 1.55 0.28
Draw Down(%) NA 4.2 7.7 23.2 25.1 25.1 NA NA 44.9 7.7 20.6 4.4 25.1 3.8 15.4 1.4 8.0 8.5 6.7 8.1 7.4 15.3 11.3 17.4 40.9 8.2 7.9 4.8 6.9 6.8 17.2 17.9 8.9 5.0 16.5
Standard Deviation(%) NA 8.1 8.0 11.2 13.3 11.0 NA NA 11.7 8.1 14.9 9.9 21.1 7.2 9.9 5.0 9.2 8.7 7.2 8.0 8.1 14.4 13.4 17.6 25.2 11.2 7.2 6.8 8.5 8.4 10.6 11.0 10.3 8.3 10.2
Treynor Ratio NA 0.13 0.12 0.01 0.09 0.07 NA NA 0.05 0.13 -0.21 0.18 0.27 0.21 -0.12 0.15 0.05 0.01 0.03 0.13 0.14 -0.03 0.09 0.21 -0.28 0.02 0.13 0.08 0.15 0.32 -0.14 -0.13 -0.07 0.15 0.04
Alpha NA 0.01 0.01 0.01 0.01 0.01 NA NA 0.0 0.01 -0.01 0.03 0.02 0.02 -0.01 0.01 0.0 0.01 0.0 0.0 0.01 0.0 0.0 0.0 -0.04 -0.05 0.0 -0.01 0.01 -0.01 -0.01 -0.03 -0.05 -0.02 0.02
Beta NA 0.89 0.9 0.79 0.65 0.74 NA NA 0.9 0.85 0.79 0.73 0.45 0.85 0.8 1.1 1.05 1.02 0.97 1.01 0.95 0.95 1.21 1.22 1.18 1.29 0.89 0.89 0.96 0.77 0.67 0.71 1.08 0.84 0.71
RSquare NA 0.9 0.88 0.65 0.37 0.45 NA NA 0.66 0.78 0.67 0.45 0.15 0.48 0.46 0.74 0.93 0.93 0.83 0.91 0.95 0.93 0.97 0.92 0.92 0.86 0.83 0.64 0.71 0.69 0.76 0.53 0.53 0.44 0.56
Yield(%) N/A 0.4 2.1 4.5 4.6 3.9 5.2 4.7 N/A 2.3 4.8 7.2 3.8 2.7 2.6 3.6 1.5 3.8 2.9 2.5 3.2 2.3 2.8 4.9 5.5 5.9 7.8 2.6 2.5 3.4 2.4 5.0 5.0 3.3 3.0
Dividend Growth(%) N/A -80.0 -63.5 75.7 67.8 8.9 N/A N/A N/A -62.0 -29.5 107.4 63.6 -8.3 -18.2 158.8 -63.0 31.4 25.0 -12.5 28.0 -10.7 -30.0 -43.7 -7.8 -20.6 223.3 20.0 -13.8 26.1 -56.6 -8.6 70.6 13.3 N/A

Return Calculator for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX)

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GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) Historical Return Chart

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GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) 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 01/26/1998 to 05/14/2024, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is -8.88%.
From 01/26/1998 to 05/14/2024, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is -0.14%.
From 01/26/1998 to 05/14/2024, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 0.63%.
From 01/26/1998 to 05/14/2024, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS GROWTH AND INCOME STRATEGY PORTFOLIO INSTITUTIONAL (GOIIX) is 4.73%.

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