Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GKIRX (GOLDMAN SACHS INCOME BUILDER FUND CLASS IR) | 4.18% | 12.09% | 10.92% | 5.00% | 6.89% | 6.96% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GKIRX (GOLDMAN SACHS INCOME BUILDER FUND CLASS IR) | 09/01/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 12.09 | 10.92 | 5.00 | 6.89 | 6.96 | NA | … | … | 4.18 | 11.72 | 9.10 | 10.69 | -9.28 | 7.02 | 9.81 | 19.67 | -5.08 | 8.71 | 9.23 | -3.32 | 3.51 | 16.80 | 13.19 | 4.83 | 9.22 |
| Sharpe Ratio | NA | 1.85 | 1.21 | 0.34 | 0.65 | NA | NA | … | … | 1.21 | 1.22 | 0.97 | 1.02 | -1.04 | 1.13 | 0.59 | 3.87 | -0.97 | 2.54 | 1.31 | -0.49 | 0.57 | 2.95 | 2.03 | 0.39 | 4.03 |
| Standard Deviation(%) | NA | 5.58 | 6.64 | 7.56 | 8.11 | NA | NA | … | … | 6.76 | 7.30 | 5.67 | 6.94 | 10.36 | 6.20 | 16.27 | 4.71 | 6.68 | 3.19 | 6.88 | 6.87 | 6.13 | 5.68 | 6.51 | 12.19 | 7.49 |
| Draw Down(%) | NA | 4.43 | 7.64 | 17.84 | 23.41 | NA | NA | … | … | 4.43 | 7.64 | 3.39 | 6.35 | 15.78 | 4.77 | 23.41 | 1.57 | 9.89 | 1.51 | 6.98 | 8.27 | 6.17 | 5.16 | 5.45 | 9.72 | 2.75 |
| Yield(%) | 0.00 | 5.56 | 5.33 | 4.19 | 4.65 | 5.20 | 4.37 | … | … | 1.69 | 5.71 | 4.96 | 4.46 | 3.71 | 3.42 | 3.39 | 4.24 | 3.40 | 4.35 | 3.86 | 4.18 | 4.22 | 5.21 | 6.49 | 2.17 | 1.11 |
Data as of 06/10/2026, Common starting date is 09/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GKIRX (GOLDMAN SACHS INCOME BUILDER FUND CLASS IR) |
0.66%
Sep 2019 – Sep 2022 |
2.23%
Mar 2015 – Mar 2020 |
3.96%
Oct 2013 – Oct 2023 |
6.62%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GKIRX (GOLDMAN SACHS INCOME BUILDER FUND CLASS IR) |
14.07%
Sep 2011 – Sep 2014 |
9.00%
Feb 2016 – Feb 2021 |
8.51%
Sep 2011 – Sep 2021 |
7.07%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart