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GSDUX: GOLDMAN SACHS SHORT DURATION TAX-FREE FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 10.42 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 10/29/1992 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.09% |
| Expenses | 0.66% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/29/1992 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.9 | 3.7 | 3.6 | 1.6 | 1.8 | 1.7 | 2.2 | 2.9 | 4.1 | 2.9 | 4.0 | -3.4 | 0.3 | 2.4 | 3.7 | 2.5 | 1.7 | 0.2 | 0.7 | 1.9 | 0.1 | 2.2 | 3.6 | 1.7 | 6.7 | 2.8 | 3.7 | 3.5 | 1.6 | 1.4 | 2.3 | 5.8 | 6.2 | 5.6 | 1.2 | 4.7 | 5.4 | 4.7 | 6.7 | -0.5 | 6.2 | 2.1 |
| Sharpe Ratio | NA | -0.53 | 1.0 | 0.28 | -0.58 | 0.11 | NA | NA | 0.75 | 0.64 | -0.47 | 0.18 | -2.66 | 0.39 | 0.7 | 2.25 | 1.17 | 0.95 | 0.03 | 0.81 | 2.36 | 0.09 | 2.32 | 3.54 | 1.52 | 5.49 | 1.06 | 0.65 | 0.07 | -0.73 | 0.35 | 1.12 | 2.78 | 2.06 | 0.91 | -1.34 | 0.76 | 0.96 | 0.48 | 1.31 | -1.46 | 2.2 | 6.17 |
| Draw Down(%) | NA | 1.2 | 1.2 | 1.7 | 6.0 | 6.0 | NA | NA | 6.0 | 1.7 | 0.9 | 1.5 | 5.6 | 0.7 | 5.3 | 0.6 | 0.4 | 1.3 | 1.7 | 0.8 | 0.6 | 1.7 | 0.7 | 0.7 | 1.1 | 0.6 | 2.6 | 0.3 | 0.4 | 0.5 | 1.9 | 1.3 | 1.8 | 1.2 | 0.7 | 1.1 | 0.8 | 0.9 | 1.4 | 0.9 | 3.3 | 1.2 | 0.1 |
| Standard Deviation(%) | NA | 1.3 | 1.3 | 1.7 | 1.6 | 1.6 | NA | NA | 1.5 | 1.9 | 1.5 | 1.7 | 1.8 | 0.8 | 3.1 | 1.0 | 0.9 | 1.1 | 1.0 | 0.9 | 0.8 | 1.1 | 0.9 | 1.0 | 1.1 | 1.2 | 1.7 | 0.8 | 0.8 | 0.9 | 1.3 | 1.4 | 1.7 | 1.8 | 1.5 | 1.6 | 1.6 | 1.7 | 2.3 | 2.1 | 2.4 | 1.8 | 1.7 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.1 | 0.03 | 0.05 | 0.0 | -0.02 | 0.0 | 0.01 | 0.04 | 0.03 | 0.02 | -0.02 | 0.01 | 0.01 | 0.01 | 0.02 | -0.03 | 0.05 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 |
| Beta | NA | 0.98 | 0.95 | 1.15 | 1.23 | 1.31 | NA | NA | 1.07 | 1.23 | 1.06 | 1.33 | 1.5 | 0.92 | 1.56 | 1.06 | 0.79 | 1.03 | 1.03 | 0.62 | 0.76 | 1.17 | 1.06 | 1.27 | 1.26 | 0.68 | 0.7 | 0.11 | 0.14 | 0.33 | 1.03 | 1.19 | 1.2 | 1.12 | 0.87 | 1.0 | 1.1 | 1.13 | 1.29 | 1.25 | 1.3 | 0.86 | 0.92 |
| RSquared | NA | 0.65 | 0.66 | 0.72 | 0.69 | 0.7 | NA | NA | 0.51 | 0.77 | 0.68 | 0.73 | 0.69 | 0.24 | 0.91 | 0.45 | 0.28 | 0.28 | 0.28 | 0.09 | 0.12 | 0.3 | 0.28 | 0.41 | 0.46 | 0.21 | 0.29 | 0.02 | 0.03 | 0.08 | 0.4 | 0.52 | 0.58 | 0.66 | 0.6 | 0.55 | 0.71 | 0.64 | 0.57 | 0.61 | 0.52 | 0.36 | 0.59 |
| Yield(%) | N/A | 1.0 | 2.8 | 3.0 | 2.3 | 1.9 | 1.8 | 2.1 | N/A | 3.0 | 3.0 | 2.8 | 1.5 | 1.0 | 1.5 | 1.8 | 1.7 | 1.3 | 1.3 | 1.2 | 1.2 | 1.3 | 1.7 | 2.1 | 1.8 | 3.2 | 3.6 | 3.5 | 3.5 | 3.2 | 2.3 | 2.0 | 3.0 | 4.8 | 4.2 | 4.0 | 4.0 | 4.1 | 4.2 | 4.3 | 3.9 | 4.5 | 1.1 |
| Dividend Growth(%) | N/A | -66.2 | -6.4 | 97.2 | 56.8 | -11.2 | -46.0 | N/A | N/A | -0.3 | 9.4 | 82.3 | 49.1 | -33.3 | -18.3 | 11.1 | 32.7 | -3.6 | 7.9 | 1.6 | -6.7 | -24.3 | -21.0 | 16.7 | -40.4 | -11.0 | 1.1 | 0.3 | 7.5 | 38.9 | 12.2 | -29.7 | -36.9 | 15.4 | 3.0 | 0.2 | -2.7 | -1.9 | -0.2 | 7.6 | -13.4 | 328.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/1992
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