GSBFX | GOLDMAN SACHS INCOME BUILDER FUND CLASS A

Basic Info 24.76 0.07(0.28%)
May 14

GOLDMAN SACHS INCOME BUILDER FUND CLASS A started on 12/22/1994

GOLDMAN SACHS INCOME BUILDER FUND CLASS A is classified as asset class Conservative Allocation

GOLDMAN SACHS INCOME BUILDER FUND CLASS A expense ratio is 0.47%

GOLDMAN SACHS INCOME BUILDER FUND CLASS A rating is

(43%)

GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) Dividend Info

GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) dividend growth in the last 12 months is 2.10%

The trailing 12-month yield of GOLDMAN SACHS INCOME BUILDER FUND CLASS A is 4.29%. its dividend history:

Date	Dividend
04/29/2024	0.0915
03/27/2024	0.0873
02/28/2024	0.0836
01/30/2024	0.0615
12/22/2023	0.0932
11/29/2023	0.0745
10/30/2023	0.079
09/28/2023	0.079
08/30/2023	0.0921
07/28/2023	0.0739
06/29/2023	0.0932
05/30/2023	0.0825
04/27/2023	0.0872
03/30/2023	0.1045
02/27/2023	0.0744
01/30/2023	0.0565
12/29/2022	0.1471
11/29/2022	0.0712
10/28/2022	0.0702
09/29/2022	0.0742
08/30/2022	0.0751
07/28/2022	0.0657
06/29/2022	0.0782
05/27/2022	0.0666
04/28/2022	0.0694
03/30/2022	0.1112
02/25/2022	0.0585
01/28/2022	0.0523
12/30/2021	0.0797
12/10/2021	0.933
11/29/2021	0.0578
10/28/2021	0.073
09/29/2021	0.0722
08/30/2021	0.0715
07/29/2021	0.0661
06/29/2021	0.0758
05/27/2021	0.0644
04/29/2021	0.0675
03/30/2021	0.0846
02/25/2021	0.0582
01/28/2021	0.0501
12/30/2020	0.0805
11/27/2020	0.0547
10/29/2020	0.0607
09/29/2020	0.0752
08/28/2020	0.068
07/30/2020	0.0642
06/29/2020	0.0558
05/28/2020	0.0738
04/29/2020	0.0696
03/30/2020	0.075
02/27/2020	0.069
01/30/2020	0.0295
12/30/2019	0.0926
11/27/2019	0.0598
10/30/2019	0.0622
09/27/2019	0.0599
08/29/2019	0.0805
07/30/2019	0.0688
06/27/2019	0.0668
05/30/2019	0.0747
04/29/2019	0.0621
03/28/2019	0.0777
02/27/2019	0.0786
01/30/2019	0.0621
12/28/2018	0.0596
11/29/2018	0.0847
10/30/2018	0.0519
09/27/2018	0.0597
08/31/2018	0.079
08/30/2018	0.079
07/30/2018	0.0755
06/28/2018	0.0612
05/30/2018	0.0915
04/30/2018	0.0643
03/29/2018	0.064
02/28/2018	0.08
01/31/2018	0.061
12/28/2017	0.056
11/30/2017	0.087
10/31/2017	0.056
09/29/2017	0.062
09/28/2017	0.062
08/31/2017	0.0851
07/31/2017	0.0535
06/30/2017	0.0744
05/30/2017	0.0823
04/28/2017	0.0373
03/30/2017	0.085
02/27/2017	0.106
01/30/2017	0.021
12/29/2016	0.096
11/29/2016	0.081
10/28/2016	0.056
09/29/2016	0.062
08/30/2016	0.069
07/28/2016	0.057
06/29/2016	0.073
05/27/2016	0.072
04/28/2016	0.047
03/30/2016	0.07
02/26/2016	0.085
01/28/2016	0.059
12/30/2015	0.078
11/27/2015	0.071
10/29/2015	0.069
09/29/2015	0.078
08/28/2015	0.084
07/30/2015	0.076
06/29/2015	0.074
05/28/2015	0.075
04/29/2015	0.073
03/30/2015	0.082
02/26/2015	0.083
01/29/2015	0.059
12/30/2014	0.08
11/26/2014	0.075
10/30/2014	0.065
09/29/2014	0.082
08/28/2014	0.096
07/30/2014	0.072
06/27/2014	0.091
05/29/2014	0.101
04/29/2014	0.083
03/28/2014	0.032
02/27/2014	0.078
01/30/2014	0.061
12/30/2013	0.068
12/12/2013	0.212
11/27/2013	0.071
10/30/2013	0.051
09/27/2013	0.066
08/29/2013	0.066
07/30/2013	0.051
06/27/2013	0.084
05/30/2013	0.078
04/29/2013	0.061
03/27/2013	0.074
02/27/2013	0.087
01/30/2013	0.071
12/28/2012	0.119
12/12/2012	0.604
11/29/2012	0.07
10/31/2012	0.07
09/27/2012	0.068
08/30/2012	0.068
07/30/2012	0.068
06/28/2012	0.047
03/29/2012	0.106
12/07/2011	0.096
09/29/2011	0.09
06/29/2011	0.087
03/30/2011	0.087
12/30/2010	0.045
12/08/2010	0.144
09/29/2010	0.119
06/29/2010	0.118
03/30/2010	0.09
12/08/2009	0.234
09/29/2009	0.123
06/29/2009	0.108
03/30/2009	0.113
12/09/2008	0.145
09/29/2008	0.181
06/27/2008	0.152
03/28/2008	0.162
12/10/2007	1.257
09/27/2007	0.155
06/28/2007	0.179
03/29/2007	0.147
12/08/2006	1.594
09/28/2006	0.176
06/29/2006	0.143
03/30/2006	0.052
12/08/2005	0.097
09/29/2005	0.109
06/29/2005	0.095
03/30/2005	0.107
12/09/2004	0.079
09/29/2004	0.093
08/31/2004	0.032
06/29/2004	0.088
03/31/2004	0.109
12/31/2003	0.085
09/30/2003	0.086
06/30/2003	0.103
03/31/2003	0.116
12/31/2002	0.085
09/30/2002	0.122
06/28/2002	0.144
03/28/2002	0.129
12/31/2001	0.112
09/28/2001	0.117
06/29/2001	0.137
03/30/2001	0.125
12/12/2000	0.417
09/29/2000	0.324
06/30/2000	0.154
03/30/2000	0.018
12/15/1999	0.992
09/30/1999	0.146
06/24/1999	0.135
03/23/1999	0.094
12/18/1998	0.168
09/24/1998	0.144
06/24/1998	0.14
03/25/1998	0.14
12/19/1997	1.307
09/23/1997	0.14
06/23/1997	0.14
03/21/1997	0.13
12/20/1996	1.233
09/30/1996	0.15
06/28/1996	0.15
03/22/1996	0.12
12/22/1995	0.177
09/22/1995	0.12
06/23/1995	0.1
03/24/1995	0.1
12/23/1994	0.077

Dividend Growth History for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.99	4.31%	5.35%	-
2022	$0.9397	3.57%	-46.42%	5.35%
2021	$1.7539	6.92%	126.02%	-24.87%
2020	$0.776	3.22%	-8.25%	8.46%
2019	$0.8458	4.05%	-7.20%	4.01%
2018	$0.9114	3.99%	5.05%	1.67%
2017	$0.8676	3.96%	4.91%	2.22%
2016	$0.827	3.99%	-8.31%	2.60%
2015	$0.902	4.01%	-1.53%	1.17%
2014	$0.916	4.06%	-11.92%	0.87%
2013	$1.04	5.03%	-14.75%	-0.49%
2012	$1.22	6.32%	238.89%	-1.88%
2011	$0.36	1.91%	-30.23%	8.80%
2010	$0.516	3.01%	-10.73%	5.14%
2009	$0.578	4.06%	-9.69%	3.92%
2008	$0.64	3.34%	-63.18%	2.95%
2007	$1.738	8.60%	-11.55%	-3.46%
2006	$1.965	9.78%	381.62%	-3.95%
2005	$0.408	2.08%	1.75%	5.05%
2004	$0.401	2.20%	2.82%	4.87%
2003	$0.39	2.39%	-18.75%	4.77%
2002	$0.48	2.61%	-2.24%	3.51%
2001	$0.491	2.53%	-46.22%	3.24%
2000	$0.913	4.47%	-33.21%	0.35%
1999	$1.367	6.76%	130.91%	-1.34%
1998	$0.592	2.93%	-65.52%	2.08%
1997	$1.717	9.45%	3.87%	-2.10%
1996	$1.653	9.70%	232.60%	-1.88%
1995	$0.497	3.56%	545.45%	2.49%
1994	$0.077	0.55%	-	9.21%

Dividend Growth Chart for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX)

GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) Historical Returns And Risk Info

From 06/21/1996 to 05/14/2024, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 5.975%. Its cumulative total return (dividend reinvested) is 403.413%.

From 06/21/1996 to 05/14/2024, the Maximum Drawdown of GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 37.7%.

From 06/21/1996 to 05/14/2024, the Sharpe Ratio of GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 0.5.

From 06/21/1996 to 05/14/2024, the Annualized Standard Deviation of GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 10.0%.

From 06/21/1996 to 05/14/2024, the Beta of GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 1.03.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 06/21/1996	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	1996	1995	1994
Annualized Return(%)	1.0	3.3	11.6	2.5	6.2	5.0	8.1	6.1	6.0	10.4	-9.5	10.5	9.5	19.4	-4.6	8.2	9.3	-3.6	3.2	16.5	12.9	4.6	13.3	23.8	-23.3	3.9	11.7	3.0	10.0	16.4	-10.1	-3.5	-0.6	8.9	3.6	19.6	17.7	25.5	0.3
Sharpe Ratio	NA	1.01	1.19	0.02	0.48	0.49	NA	NA	0.5	0.9	-1.01	1.98	0.57	3.8	-0.87	2.41	1.34	-0.53	0.53	2.9	1.97	0.38	1.3	1.53	-1.04	0.11	1.41	0.14	1.42	1.82	-0.84	-0.5	-0.39	0.55	0.02	1.78	1.96	3.76	NA
Draw Down(%)	NA	3.2	6.4	15.9	23.4	23.4	NA	NA	37.7	6.4	15.9	3.0	23.4	1.6	9.4	1.5	7.0	8.4	6.2	5.2	5.5	9.8	8.3	17.7	33.1	5.6	4.4	4.3	4.8	6.5	18.3	15.1	7.8	8.8	14.8	4.9	4.2	2.5	NA
Standard Deviation(%)	NA	5.8	6.5	8.1	9.8	8.1	NA	NA	10.0	6.9	10.8	5.3	16.1	4.7	6.7	3.2	6.8	6.8	6.1	5.7	6.6	12.2	10.2	15.5	23.2	8.9	6.0	6.2	6.3	8.7	13.3	11.7	11.9	10.3	11.4	9.0	7.2	5.8	NA
Treynor Ratio	NA	0.06	0.11	0.0	0.04	0.04	NA	NA	0.05	0.09	-0.11	0.11	0.08	0.15	-0.05	0.1	0.08	-0.04	0.03	0.17	0.09	0.03	0.08	0.16	-0.15	0.01	0.07	0.01	0.08	0.13	-0.07	-0.06	-0.09	0.15	0.01	0.26	0.2	0.3	NA
Alpha	NA	0.02	0.02	0.01	0.01	0.0	NA	NA	0.0	0.02	0.0	0.01	0.0	0.0	0.0	0.0	0.0	-0.02	-0.02	0.03	-0.01	-0.05	-0.01	0.0	-0.03	-0.01	0.0	0.0	0.01	0.02	-0.07	-0.04	-0.04	0.03	-0.01	0.04	0.04	0.02	NA
Beta	NA	0.9	0.7	0.88	1.04	1.05	NA	NA	1.03	0.72	0.98	0.93	1.2	1.18	1.2	0.73	1.12	1.0	1.23	0.97	1.5	1.78	1.64	1.51	1.65	1.42	1.16	1.15	1.08	1.22	1.55	0.95	0.53	0.38	0.46	0.62	0.72	0.72	NA
RSquare	NA	0.86	0.65	0.73	0.84	0.77	NA	NA	0.57	0.64	0.79	0.66	0.95	0.8	0.81	0.37	0.55	0.6	0.53	0.65	0.66	0.71	0.79	0.8	0.91	0.8	0.73	0.74	0.68	0.65	0.72	0.27	0.15	0.21	0.15	0.42	0.63	0.52	NA
Yield(%)	N/A	1.3	4.3	4.7	4.7	4.2	6.4	5.2	N/A	4.2	3.6	6.9	3.2	4.0	3.9	4.0	4.0	4.0	4.0	5.0	6.4	2.0	3.0	4.0	3.3	8.7	9.8	2.1	2.2	2.4	2.6	2.5	4.5	6.8	2.9	9.5	9.7	3.6	0.6
Dividend Growth(%)	N/A	-67.0	2.1	48.4	20.2	8.7	N/A	N/A	N/A	2.1	-45.7	124.4	-7.1	-6.7	3.4	4.8	-7.8	-1.1	-12.5	-15.4	232.4	-27.5	-10.5	-9.5	-64.0	-10.7	366.7	5.0	2.6	-17.0	-4.1	-46.2	-33.6	132.2	-65.7	4.2	230.0	525.0	N/A

Return Calculator for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX)

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GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) Historical Return Chart

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GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) 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 06/21/1996 to 05/14/2024, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is -6.98%.

From 06/21/1996 to 05/14/2024, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is -0.99%.

From 06/21/1996 to 05/14/2024, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is -0.65%.

From 06/21/1996 to 05/14/2024, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND CLASS A (GSBFX) is 4.54%.

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