GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX)

Basic Info 25.42 0.05(0.20%)
June 14

GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL started on 08/27/1997
GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL is classified as asset class Conservative Allocation
GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL expense ratio is 0.47%
GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL rating is
(76%)

GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) Dividend Info

GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) dividend growth in the last 12 months is 1.69%

The trailing 12-month yield of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL is 4.13%. its dividend history:

DateDividend
05/30/2024 0.1008
04/29/2024 0.0981
03/27/2024 0.0937
02/28/2024 0.0903
01/30/2024 0.0669
12/22/2023 0.1005
11/29/2023 0.0808
10/30/2023 0.0851
09/28/2023 0.085
08/30/2023 0.0991
07/28/2023 0.08
06/29/2023 0.1
05/30/2023 0.0885
04/27/2023 0.0932
03/30/2023 0.1113
02/27/2023 0.0804
01/30/2023 0.0618
12/29/2022 0.1543
11/29/2022 0.0778
10/28/2022 0.0761
09/29/2022 0.0801
08/30/2022 0.0821
07/28/2022 0.0718
06/29/2022 0.0849
05/27/2022 0.0729
04/28/2022 0.0759
03/30/2022 0.1186
02/25/2022 0.0649
01/28/2022 0.0593
12/30/2021 0.087
12/10/2021 0.933
11/29/2021 0.0651
10/28/2021 0.08
09/29/2021 0.0799
08/30/2021 0.0787
07/29/2021 0.0733
06/29/2021 0.0836
05/27/2021 0.071
04/29/2021 0.0745
03/30/2021 0.0921
02/25/2021 0.0646
01/28/2021 0.0559
12/30/2020 0.0889
11/27/2020 0.0608
10/29/2020 0.0672
09/29/2020 0.0821
08/28/2020 0.0742
07/30/2020 0.0712
06/29/2020 0.0629
05/28/2020 0.0804
04/29/2020 0.0766
03/30/2020 0.082
02/27/2020 0.076
01/30/2020 0.0366
12/30/2019 0.1015
11/27/2019 0.0667
10/30/2019 0.0703
09/27/2019 0.067
08/29/2019 0.0878
07/30/2019 0.0769
06/27/2019 0.0736
05/30/2019 0.0827
04/29/2019 0.0694
03/28/2019 0.0846
02/27/2019 0.0852
01/30/2019 0.0685
12/28/2018 0.0676
11/29/2018 0.0924
10/30/2018 0.0591
09/27/2018 0.0664
08/31/2018 0.087
08/30/2018 0.087
07/30/2018 0.0827
06/28/2018 0.068
05/30/2018 0.099
04/30/2018 0.072
03/29/2018 0.07
02/28/2018 0.086
01/31/2018 0.069
12/28/2017 0.063
11/30/2017 0.095
10/31/2017 0.063
09/29/2017 0.069
09/28/2017 0.069
08/31/2017 0.093
07/31/2017 0.061
06/30/2017 0.083
04/28/2017 0.044
04/27/2017 0.044
03/30/2017 0.093
02/27/2017 0.114
01/30/2017 0.027
12/29/2016 0.105
11/29/2016 0.088
10/28/2016 0.063
09/29/2016 0.07
08/30/2016 0.077
07/28/2016 0.064
06/29/2016 0.081
05/27/2016 0.079
04/28/2016 0.053
03/30/2016 0.077
02/26/2016 0.091
01/28/2016 0.066
12/30/2015 0.085
11/27/2015 0.078
10/29/2015 0.076
09/29/2015 0.085
08/28/2015 0.091
07/30/2015 0.084
06/29/2015 0.082
05/28/2015 0.083
04/29/2015 0.08
03/30/2015 0.09
02/26/2015 0.09
01/29/2015 0.067
12/30/2014 0.088
11/26/2014 0.082
10/30/2014 0.072
09/29/2014 0.089
08/28/2014 0.104
07/30/2014 0.08
06/27/2014 0.099
05/29/2014 0.109
04/29/2014 0.091
03/28/2014 0.034
02/27/2014 0.085
01/30/2014 0.068
12/30/2013 0.076
12/12/2013 0.212
11/27/2013 0.078
10/30/2013 0.059
09/27/2013 0.073
08/29/2013 0.074
07/30/2013 0.058
06/27/2013 0.091
05/30/2013 0.086
04/29/2013 0.068
03/27/2013 0.082
02/27/2013 0.093
01/30/2013 0.078
12/28/2012 0.126
12/12/2012 0.604
11/29/2012 0.077
10/31/2012 0.077
09/27/2012 0.075
08/30/2012 0.075
07/30/2012 0.074
06/28/2012 0.067
03/29/2012 0.127
12/07/2011 0.115
09/29/2011 0.109
06/29/2011 0.107
03/30/2011 0.106
12/30/2010 0.045
12/08/2010 0.163
09/29/2010 0.137
06/29/2010 0.136
03/30/2010 0.107
12/08/2009 0.251
09/29/2009 0.139
06/29/2009 0.123
03/30/2009 0.127
12/09/2008 0.159
09/29/2008 0.199
06/27/2008 0.171
03/28/2008 0.181
12/10/2007 1.278
09/27/2007 0.176
06/28/2007 0.2
03/29/2007 0.167
12/08/2006 1.616
09/28/2006 0.197
06/29/2006 0.164
03/30/2006 0.072
12/08/2005 0.117
09/29/2005 0.125
06/29/2005 0.114
03/30/2005 0.126
12/09/2004 0.098
09/29/2004 0.111
06/29/2004 0.106
03/31/2004 0.127
12/31/2003 0.103
09/30/2003 0.103
06/30/2003 0.119
03/31/2003 0.131
12/31/2002 0.102
09/30/2002 0.138
06/28/2002 0.162
03/28/2002 0.147
12/31/2001 0.13
09/28/2001 0.136
06/29/2001 0.157
03/30/2001 0.144
12/12/2000 0.438
09/29/2000 0.345
06/30/2000 0.175
03/30/2000 0.035
12/15/1999 1.014
09/30/1999 0.167
06/24/1999 0.154
03/23/1999 0.114
12/18/1998 0.188
09/24/1998 0.159
06/24/1998 0.153
03/25/1998 0.152
12/19/1997 1.32
09/23/1997 0.153

Dividend Growth History for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.0657 4.52% 4.61% -
2022 $1.0187 3.77% -44.60% 4.61%
2021 $1.8387 7.08% 114.08% -23.87%
2020 $0.8589 3.48% -8.06% 7.46%
2019 $0.9342 4.37% -7.16% 3.35%
2018 $1.0062 4.31% 9.61% 1.16%
2017 $0.918 4.11% 0.44% 2.52%
2016 $0.914 4.33% -7.77% 2.22%
2015 $0.991 4.32% -1.00% 0.91%
2014 $1.001 4.36% -11.26% 0.70%
2013 $1.128 5.36% -13.36% -0.57%
2012 $1.302 6.64% 197.94% -1.80%
2011 $0.437 2.29% -25.68% 7.71%
2010 $0.588 3.38% -8.12% 4.68%
2009 $0.64 4.43% -9.86% 3.71%
2008 $0.71 3.65% -61.01% 2.74%
2007 $1.821 8.89% -11.13% -3.29%
2006 $2.049 10.07% 325.10% -3.77%
2005 $0.482 2.46% 9.05% 4.51%
2004 $0.442 2.42% -3.07% 4.74%
2003 $0.456 2.79% -16.94% 4.34%
2002 $0.549 2.98% -3.17% 3.21%
2001 $0.567 2.92% -42.90% 2.91%
2000 $0.993 4.86% -31.47% 0.31%
1999 $1.449 7.17% 122.24% -1.27%
1998 $0.652 3.23% -55.74% 1.98%
1997 $1.473 6.93% - -1.24%

Dividend Growth Chart for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX)

GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) Historical Returns And Risk Info

From 08/27/1997 to 06/14/2024, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 5.521%. Its cumulative total return (dividend reinvested) is 321.007%.

From 08/27/1997 to 06/14/2024, the Maximum Drawdown of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 37.3%.

From 08/27/1997 to 06/14/2024, the Sharpe Ratio of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 0.4.

From 08/27/1997 to 06/14/2024, the Annualized Standard Deviation of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 10.1%.

From 08/27/1997 to 06/14/2024, the Beta of GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 1.06.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/27/1997		 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(%) 0.0 4.1 11.6 2.7 6.4 5.2 8.2 6.5 5.5 10.8 -9.2 10.8 10.0 19.8 -4.2 8.5 9.7 -3.2 3.6 17.0 13.3 5.0 13.7 24.3 -23.0 4.4 12.2 4.4 10.2 16.9 -9.7 -3.1 -0.0 9.3 3.9 1.5
Sharpe Ratio NA 0.61 1.15 0.02 0.47 0.49 NA NA 0.4 0.95 -0.98 2.07 0.6 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 0.1
Draw Down(%) NA 3.2 6.3 15.7 23.4 23.4 NA NA 37.3 6.3 15.7 3.0 23.4 1.6 9.1 1.5 7.0 8.2 6.1 5.1 5.4 9.7 8.2 17.6 32.9 5.5 4.3 4.2 4.8 6.4 18.1 14.9 7.7 8.7 14.7 4.9
Standard Deviation(%) NA 5.8 6.6 8.1 9.8 8.2 NA NA 10.1 7.0 10.9 5.2 16.2 4.7 6.8 3.3 6.9 6.8 6.1 5.7 6.5 12.2 10.2 15.4 23.1 9.0 6.0 6.3 6.3 8.7 13.4 11.7 12.0 10.4 9.0 10.7
Treynor Ratio NA 0.04 0.11 0.0 0.04 0.04 NA NA 0.04 0.09 -0.11 0.11 0.08 0.16 -0.05 0.11 0.08 -0.03 0.03 0.17 0.09 0.03 0.08 0.16 -0.14 0.01 0.08 0.02 0.09 0.13 -0.07 -0.06 -0.08 0.16 0.01 0.03
Alpha NA 0.01 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 -0.04 -0.01 0.0 -0.03 -0.01 0.0 0.0 0.01 0.02 -0.06 -0.04 -0.04 0.03 -0.01 0.0
Beta NA 0.85 0.69 0.89 1.04 1.05 NA NA 1.06 0.73 1.0 0.95 1.2 1.18 1.21 0.72 1.12 1.0 1.23 0.98 1.49 1.78 1.64 1.51 1.65 1.43 1.16 1.15 1.07 1.23 1.55 0.94 0.53 0.38 0.41 0.41
RSquare NA 0.81 0.65 0.74 0.84 0.78 NA NA 0.58 0.64 0.81 0.71 0.95 0.8 0.81 0.34 0.55 0.6 0.52 0.65 0.66 0.71 0.79 0.8 0.91 0.8 0.73 0.71 0.67 0.65 0.72 0.27 0.15 0.2 0.19 0.21
Yield(%) N/A 1.8 4.5 4.9 4.9 4.4 6.7 5.6 N/A 4.5 3.8 7.1 3.5 4.4 4.3 4.1 4.3 4.3 4.4 5.4 6.6 2.3 3.4 4.4 3.6 8.9 10.1 2.5 2.4 2.8 3.0 2.9 4.9 7.2 3.2 6.9
Dividend Growth(%) N/A -57.8 1.7 45.4 19.5 7.6 N/A N/A N/A 4.6 -44.6 114.1 -8.1 -7.2 9.6 0.4 -7.8 -1.0 -11.3 -13.4 197.9 -25.7 -8.1 -9.9 -61.0 -11.1 325.1 9.0 -3.1 -16.9 -3.2 -42.9 -31.5 122.2 -55.7 N/A

Return Calculator for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX)

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GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) Historical Return Chart

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GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) 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 08/27/1997 to 06/14/2024, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is -8.24%.
From 08/27/1997 to 06/14/2024, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is -2.36%.
From 08/27/1997 to 06/14/2024, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 0.32%.
From 08/27/1997 to 06/14/2024, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (GSBIX) is 4.59%.

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