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GSZIX: GOLDMAN SACHS STRATEGIC INCOME FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.63 0.01(0.10%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 07/01/2010 |
| Last Dividend Date: | 05/28/2026 |
| 12-Mo. Yield | 4.20% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.9 | 7.5 | 8.1 | 4.7 | 3.9 | 3.4 | 3.5 | 9.8 | 6.3 | 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 | -0.1 | 1.7 | 1.47 | 0.69 | 0.6 | NA | 0.68 | 2.69 | 0.97 | 1.93 | -1.42 | -0.34 | 1.27 | 2.06 | -1.35 | -0.28 | 0.71 | -0.6 | -0.15 | 2.2 | 4.91 | -0.7 | 1.79 |
| Draw Down(%) | NA | 2.7 | 2.7 | 2.7 | 7.3 | 13.9 | NA | 13.9 | 2.6 | 1.6 | 1.4 | 6.4 | 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 | 3.7 | 2.9 | 3.3 | 3.2 | 3.7 | NA | 3.5 | 2.6 | 2.8 | 4.0 | 3.4 | 3.5 | 7.4 | 2.2 | 2.6 | 2.7 | 3.0 | 3.5 | 3.5 | 2.9 | 2.8 | 3.1 | 2.3 |
| Treynor Ratio | NA | -0.02 | 0.44 | 0.92 | 0.36 | 0.27 | NA | 0.31 | 5.25 | 0.4 | 1.36 | -0.63 | -0.13 | 0.79 | 0.61 | -0.83 | -0.07 | 0.24 | -0.31 | -0.04 | 1.01 | 1.54 | -0.47 | 8.19 |
| Alpha | NA | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | NA | 0.01 | 0.03 | 0.01 | 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 | 0.16 | 0.11 | 0.05 | 0.06 | 0.08 | NA | 0.08 | 0.01 | 0.07 | 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 |
| RSquared | NA | 0.36 | 0.22 | 0.06 | 0.11 | 0.17 | NA | 0.14 | 0.01 | 0.09 | 0.03 | 0.3 | 0.11 | 0.31 | 0.17 | 0.08 | 0.08 | 0.15 | 0.09 | 0.17 | 0.06 | 0.16 | 0.12 | 0.0 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 6.7 | 4.3 | 2.7 | 2.5 | 4.1 | 3.6 | 2.6 | 1.5 | 2.1 | 4.4 | 3.1 | 3.2 | 4.5 | 3.8 | 1.3 |
| Dividend Growth(%) | N/A | -65.6 | N/A | N/A | N/A | N/A | N/A | N/A | -17.6 | 62.8 | 50.0 | 4.5 | -35.0 | 16.7 | 30.3 | 73.3 | -29.2 | -55.2 | 37.1 | -2.1 | -22.0 | 13.1 | 190.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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