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GSBIX: GOLDMAN SACHS INCOME BUILDER FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 28.17 0.27(0.95%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 08/27/1997 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 5.70% |
| Expenses | 0.47% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/1997 |
2025 | 2024 | 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(%) | -0.4 | 4.1 | 12.7 | 11.2 | 5.2 | 7.1 | 7.0 | 6.6 | 5.7 | 11.9 | 9.1 | 10.8 | -9.2 | 7.1 | 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 | 1.35 | 2.01 | 1.27 | 0.37 | 0.68 | NA | NA | 0.43 | 1.23 | 0.98 | 1.03 | -1.03 | 1.14 | 0.6 | 3.9 | -0.82 | 2.41 | 1.38 | -0.47 | 0.59 | 2.97 | 2.06 | 0.41 | 1.34 | 1.57 | -1.03 | 0.14 | 1.46 | 0.35 | 1.46 | 1.86 | -0.81 | -0.48 | -0.35 | 0.57 | 0.05 | 0.08 |
| Draw Down(%) | NA | 4.4 | 4.4 | 7.6 | 17.7 | 23.4 | NA | NA | 37.3 | 7.6 | 3.4 | 6.3 | 15.7 | 4.7 | 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 | 6.7 | 5.5 | 6.6 | 7.6 | 8.1 | NA | NA | 9.9 | 7.3 | 5.6 | 7.0 | 10.4 | 6.2 | 16.3 | 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 | 0.08 | 0.11 | 0.1 | 0.03 | 0.05 | NA | NA | 0.04 | 0.09 | 0.06 | 0.1 | -0.11 | 0.07 | 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 | 0.07 | 0.02 | 0.09 | 0.13 | -0.07 | -0.06 | -0.09 | 0.17 | 0.01 | 0.01 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 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 | 0.01 | 0.01 | 0.02 | -0.06 | -0.04 | -0.04 | 0.03 | -0.01 | -0.08 |
| Beta | NA | 1.1 | 0.97 | 0.88 | 0.92 | 1.03 | NA | NA | 1.05 | 1.03 | 0.9 | 0.73 | 0.98 | 0.95 | 1.18 | 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 | 1.24 | 1.03 | 1.07 | 1.23 | 1.55 | 0.94 | 0.49 | 0.34 | 0.37 | 1.04 |
| RSquared | NA | 0.86 | 0.82 | 0.77 | 0.77 | 0.8 | NA | NA | 0.58 | 0.87 | 0.83 | 0.64 | 0.87 | 0.51 | 0.9 | 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 | 0.78 | 0.64 | 0.67 | 0.65 | 0.72 | 0.27 | 0.14 | 0.18 | 0.17 | 0.43 |
| Yield(%) | N/A | 1.4 | 5.3 | 5.3 | 4.2 | 4.8 | 5.3 | 5.2 | N/A | 5.8 | 5.0 | 4.5 | 3.8 | 3.5 | 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 | -74.7 | 9.0 | 30.8 | 24.4 | -5.3 | N/A | N/A | N/A | 20.1 | 16.9 | 4.6 | 12.3 | 5.6 | -8.0 | -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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/1997
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