Goldman Sachs Income Builder Fund Class C Shares: (MF: GSBCX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$24.50 USD
+0.05 (0.20%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.79 | 77 |
3 months | 0.31 | 81 |
6 months | 3.79 | 77 |
1 Year | 9.78 | 65 |
3 Year | 1.88 | 52 |
5 Year | 5.02 | 66 |
10 Year | 3.98 | 71 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 61.90 |
Bear Market (10/07 - 2/09) | -35.23 |
Bull Market (2/09 - 3/21) | 231.43 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 8.68 |
5 Year | 5.01 |
10 Year | 3.98 |
Since Inception | 4.30 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 3.47 | 0.31 | NA | NA |
2023 | 1.84 | 1.73 | -2.50 | 8.47 |
2022 | -3.50 | -9.85 | -3.54 | 7.04 |
2021 | 2.11 | 3.73 | 0.75 | 2.73 |
2020 | -12.89 | 11.06 | 4.03 | 8.04 |
2019 | 8.92 | 3.67 | 2.39 | 2.41 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.79 | 9.57 | -10.18 | 9.64 | 8.74 | 18.42 | -5.59 | 7.14 | 8.45 | -4.29 | 2.73 |
% Total Return Rel to Index | -11.50 | -16.66 | 8.01 | -19.03 | -9.65 | -13.06 | -1.19 | -14.65 | -3.48 | -5.67 | -10.91 |
% Total Return Rel to Peer | -2.38 | -3.58 | 2.77 | -1.85 | -1.94 | 1.22 | 0.90 | -6.31 | 2.18 | -1.93 | -1.35 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 3.00 | 2.00 | 5.00 | 2.00 | 5.00 | 5.00 |
% Dividends | 0.41 | 0.81 | 0.75 | 0.62 | 0.60 | 0.67 | 0.66 | 0.64 | 0.67 | 0.73 | 0.81 |
% Yield | 1.63 | 3.31 | 3.22 | 2.23 | 2.29 | 2.73 | 3.09 | 2.73 | 2.98 | 3.44 | 3.50 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.55 | 1.54 | 1.54 | 1.67 | 1.70 | 1.72 | 1.73 | 1.73 | 1.72 | 1.70 |
* 1 = Top 20%, 5 = Bottom 20%