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GZIRX: GOLDMAN SACHS STRATEGIC INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 9.62 0.01(0.10%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 07/01/2010 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 4.60% |
| 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 | 0.5 | 7.0 | 7.9 | 4.6 | 3.7 | 3.3 | 3.3 | 9.8 | 6.1 | 11.1 | -3.4 | -1.2 | 9.5 | 6.0 | -2.2 | -0.1 | 2.2 | -2.2 | -0.5 | 6.3 | 13.7 | -2.2 | 2.0 |
| Sharpe Ratio | NA | -0.39 | 1.56 | 1.43 | 0.64 | 0.56 | NA | 0.65 | 2.84 | 0.91 | 1.91 | -1.39 | -0.35 | 1.25 | 2.04 | -1.37 | -0.28 | 0.67 | -0.62 | -0.15 | 2.11 | 4.97 | -0.71 | 1.66 |
| Draw Down(%) | NA | 2.7 | 2.7 | 2.7 | 7.4 | 13.9 | NA | 13.9 | 2.6 | 1.7 | 1.4 | 6.5 | 4.0 | 13.9 | 1.7 | 4.6 | 2.3 | 4.4 | 3.8 | 3.6 | 2.8 | 1.7 | 5.3 | 1.2 |
| Standard Deviation(%) | NA | 3.6 | 2.8 | 3.2 | 3.2 | 3.7 | NA | 3.5 | 2.5 | 2.7 | 3.9 | 3.5 | 3.5 | 7.4 | 2.2 | 2.7 | 2.7 | 2.9 | 3.5 | 3.4 | 2.9 | 2.8 | 3.2 | 2.3 |
| Treynor Ratio | NA | -0.09 | 0.42 | 0.85 | 0.33 | 0.25 | NA | 0.29 | 4.18 | 0.35 | 1.54 | -0.66 | -0.14 | 0.77 | 0.64 | -0.72 | -0.06 | 0.23 | -0.32 | -0.04 | 0.91 | 1.45 | -0.48 | 3.77 |
| Alpha | NA | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.03 | 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 | 0.01 |
| Beta | NA | 0.16 | 0.1 | 0.05 | 0.06 | 0.08 | NA | 0.08 | 0.02 | 0.07 | 0.05 | 0.07 | 0.09 | 0.12 | 0.07 | 0.05 | 0.12 | 0.08 | 0.07 | 0.13 | 0.07 | 0.09 | 0.05 | 0.01 |
| RSquared | NA | 0.4 | 0.2 | 0.06 | 0.11 | 0.17 | NA | 0.15 | 0.02 | 0.11 | 0.03 | 0.26 | 0.11 | 0.32 | 0.16 | 0.1 | 0.08 | 0.14 | 0.09 | 0.18 | 0.07 | 0.19 | 0.12 | 0.0 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 6.6 | 4.2 | 2.7 | 2.5 | 3.9 | 3.5 | 2.5 | 1.4 | 2.0 | 4.3 | 3.0 | 3.2 | 4.4 | 3.7 | 1.3 |
| Dividend Growth(%) | N/A | -71.6 | N/A | N/A | N/A | N/A | N/A | N/A | -17.3 | 64.5 | 50.0 | 4.2 | -34.4 | 16.9 | 29.8 | 82.7 | -31.6 | -56.2 | 37.8 | -2.4 | -22.1 | 12.9 | 196.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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