GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX)

Basic Info 9.4 0.03(0.32%)
May 10

GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES started on 07/01/2010
GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES is classified as asset class Nontraditional Bond
GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES expense ratio is 0.70%
GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES rating is
(15%)

GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) Dividend Info

GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) dividend growth in the last 12 months is 18.20%

The trailing 12-month yield of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES is 4.43%. its dividend history:

DateDividend
04/29/2024 0.0346
03/27/2024 0.0382
02/28/2024 0.0375
01/30/2024 0.0405
12/22/2023 0.0242
11/29/2023 0.0364
10/30/2023 0.0319
09/28/2023 0.0277
08/30/2023 0.0329
07/28/2023 0.025
06/29/2023 0.0363
05/30/2023 0.033
04/27/2023 0.029
03/30/2023 0.0328
02/27/2023 0.0329
01/30/2023 0.0418
12/29/2022 0.0319
11/29/2022 0.0329
10/28/2022 0.0241
09/29/2022 0.0127
08/30/2022 0.0315
07/28/2022 0.0287
06/29/2022 0.0122
05/27/2022 0.0264
04/28/2022 0.0131
03/30/2022 0.0153
02/25/2022 0.0146
01/28/2022 0.0124
12/30/2021 0.0196
11/29/2021 0.0146
10/28/2021 0.0203
09/29/2021 0.0292
08/30/2021 0.0147
07/29/2021 0.0134
05/27/2021 0.0054
04/29/2021 0.026
03/30/2021 0.0443
02/25/2021 0.03
01/28/2021 0.028
12/30/2020 0.042
11/27/2020 0.031
10/29/2020 0.031
09/29/2020 0.038
08/28/2020 0.029
07/30/2020 0.024
06/29/2020 0.036
05/28/2020 0.036
04/29/2020 0.031
03/30/2020 0.019
02/27/2020 0.03
01/30/2020 0.03
12/30/2019 0.027
11/27/2019 0.027
10/30/2019 0.032
09/27/2019 0.024
08/29/2019 0.023
07/30/2019 0.03
06/27/2019 0.023
05/30/2019 0.029
04/29/2019 0.024
03/28/2019 0.026
02/27/2019 0.026
01/30/2019 0.032
12/28/2018 0.0321
11/29/2018 0.0374
10/30/2018 0.0242
09/27/2018 0.0201
08/31/2018 0.028
07/30/2018 0.027
06/28/2018 0.031
05/30/2018 0.024
04/30/2018 0.024
12/28/2017 0.003
11/30/2017 0.005
10/31/2017 0.008
09/29/2017 0.007
09/28/2017 0.007
08/31/2017 0.018
07/31/2017 0.014
06/30/2017 0.016
05/30/2017 0.015
04/28/2017 0.017
03/31/2017 0.004
02/28/2017 0.015
01/31/2017 0.014
12/30/2016 0.006
11/30/2016 0.015
10/31/2016 0.018
08/31/2016 0.017
07/29/2016 0.02
06/30/2016 0.02
05/31/2016 0.026
04/29/2016 0.022
03/31/2016 0.012
02/29/2016 0.019
01/29/2016 0.027
12/31/2015 0.164
11/30/2015 0.031
10/30/2015 0.026
09/30/2015 0.022
08/31/2015 0.026
07/31/2015 0.03
06/30/2015 0.029
05/29/2015 0.028
04/30/2015 0.028
03/31/2015 0.024
02/27/2015 0.021
01/30/2015 0.022
12/31/2014 0.081
11/28/2014 0.029
10/31/2014 0.021
09/30/2014 0.018
08/29/2014 0.021
07/31/2014 0.021
06/30/2014 0.022
05/30/2014 0.024
04/30/2014 0.023
03/31/2014 0.024
02/28/2014 0.022
01/31/2014 0.023
12/31/2013 0.032
11/29/2013 0.028
10/31/2013 0.029
09/30/2013 0.027
08/30/2013 0.021
07/31/2013 0.015
06/28/2013 0.016
05/31/2013 0.029
04/30/2013 0.021
03/28/2013 0.048
02/28/2013 0.034
01/31/2013 0.036
12/31/2012 0.109
11/30/2012 0.034
10/31/2012 0.03
09/28/2012 0.036
08/31/2012 0.035
07/31/2012 0.03
06/29/2012 0.026
05/31/2012 0.029
04/30/2012 0.041
03/30/2012 0.022
02/29/2012 0.025
01/31/2012 0.014
12/30/2011 0.059
11/30/2011 0.02
10/31/2011 0.024
09/30/2011 0.033
08/31/2011 0.033
07/29/2011 0.037
06/30/2011 0.032
05/31/2011 0.031
04/29/2011 0.027
03/31/2011 0.031
02/28/2011 0.027
01/31/2011 0.027
12/31/2010 0.025
12/15/2010 0.019
11/30/2010 0.024
10/29/2010 0.019
09/30/2010 0.028
08/31/2010 0.016

Dividend Growth History for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3839 4.34% 50.08% -
2022 $0.2558 2.72% 4.20% 50.08%
2021 $0.2455 2.52% -34.88% 25.05%
2020 $0.377 4.06% 16.72% 0.61%
2019 $0.323 3.57% 30.35% 4.41%
2018 $0.2478 2.61% 73.29% 9.15%
2017 $0.143 1.48% -29.21% 17.89%
2016 $0.202 2.10% -55.21% 9.61%
2015 $0.451 4.39% 37.08% -1.99%
2014 $0.329 3.09% -2.08% 1.73%
2013 $0.336 3.23% -22.04% 1.34%
2012 $0.431 4.53% 13.12% -1.05%
2011 $0.381 3.77% 190.84% 0.06%
2010 $0.131 1.31% - 8.62%

Dividend Growth Chart for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX)

GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) Historical Returns And Risk Info

From 07/01/2010 to 05/10/2024, the compound annualized total return (dividend reinvested) of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 2.878%. Its cumulative total return (dividend reinvested) is 48.065%.

From 07/01/2010 to 05/10/2024, the Maximum Drawdown of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 13.9%.

From 07/01/2010 to 05/10/2024, the Sharpe Ratio of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 0.58.

From 07/01/2010 to 05/10/2024, the Annualized Standard Deviation of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 3.6%.

From 07/01/2010 to 05/10/2024, the Beta of GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 0.08.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
07/01/2010		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) 0.6 1.6 9.2 3.1 3.8 2.0 2.9 11.2 -3.3 -1.2 9.6 6.1 -2.2 -0.1 2.4 -2.1 -0.5 6.4 13.7 -2.1 2.1
Sharpe Ratio NA 0.31 1.34 0.22 0.5 0.24 0.58 1.77 -1.38 -0.33 1.28 2.09 -1.32 -0.27 0.71 -0.6 -0.15 2.2 4.91 -0.7 1.79
Draw Down(%) NA 1.0 1.4 7.3 13.9 13.9 13.9 1.4 6.5 4.0 13.9 1.7 4.4 2.1 4.4 3.7 3.7 2.8 1.6 5.3 1.1
Standard Deviation(%) NA 2.9 4.0 3.4 4.5 3.8 3.6 4.0 3.4 3.6 7.3 2.2 2.6 2.7 3.0 3.5 3.5 2.9 2.8 3.1 2.3
Treynor Ratio NA 0.1 0.68 0.1 0.23 0.1 0.25 1.26 -0.63 -0.13 0.78 0.62 -0.81 -0.06 0.24 -0.31 -0.04 1.01 1.54 -0.47 8.2
Alpha NA -0.01 0.01 0.0 0.0 0.0 0.0 0.02 -0.01 -0.01 0.03 0.01 -0.01 -0.01 0.0 -0.01 -0.01 0.02 0.05 -0.01 0.02
Beta NA 0.09 0.08 0.07 0.1 0.09 0.08 0.06 0.08 0.09 0.12 0.07 0.04 0.11 0.09 0.07 0.13 0.06 0.09 0.05 0.01
RSquare NA 0.14 0.05 0.14 0.22 0.18 0.16 0.03 0.28 0.11 0.32 0.17 0.08 0.08 0.15 0.09 0.17 0.06 0.16 0.12 0.0
Yield(%) N/A 1.6 4.4 3.2 3.5 2.8 N/A 4.2 2.6 2.5 4.1 3.5 2.5 1.6 2.3 4.4 2.9 3.4 4.5 3.8 1.3
Dividend Growth(%) N/A -59.5 18.2 -13.7 17.2 N/A N/A 54.2 0.0 -36.8 18.8 33.3 60.0 -31.8 -51.1 45.2 -11.4 -18.6 13.2 192.3 N/A

Return Calculator for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX)

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GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) Historical Return Chart

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GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) 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 07/01/2010 to 05/10/2024, the worst annualized return of 3-year rolling returns for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is -1.13%.
From 07/01/2010 to 05/10/2024, the worst annualized return of 5-year rolling returns for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is -1.12%.
From 07/01/2010 to 05/10/2024, the worst annualized return of 10-year rolling returns for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is 2.08%.
From 07/01/2010 to 05/10/2024, the worst annualized return of 20-year rolling returns for GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (GSZIX) is NA.

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