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Goldman Sachs Trust Balanced Strategy Portfolio Class A: (MF: GIPAX)

(NASDAQ Mutual Funds) As of Mar 13, 2026 07:06 PM ET

$12.57 USD

-0.05 (-0.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.83 76
3 months 3.59 67
6 months 7.08 66
1 Year 13.05 69
3 Year 11.04 69
5 Year 5.29 72
10 Year 6.19 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 67.85
Bear Market (10/07 - 2/09) -28.31
Bull Market (2/09 - 3/21) 194.57

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.93
5 Year 3.48
10 Year 4.93
Since Inception 4.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.02 4.47 4.34 2.53
2024 3.38 1.25 5.08 -1.80
2023 4.25 2.11 -2.76 8.44
2022 -4.92 -8.87 -4.87 4.24
2021 0.86 4.49 -0.80 2.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8311.768.0212.26-14.087.5310.7415.24-6.9011.223.16
% Total Return Rel to Index -0.27-6.45-16.99-13.984.11-21.15-7.66-16.24-2.51-10.56-8.76
% Total Return Rel to Peer -1.06-2.74-1.89-0.89-1.12-3.970.05-1.95-0.40-2.23-3.10
% Perf Quintile vs Peer* 5.004.000.004.002.004.004.004.003.004.005.00
% Dividends 0.000.330.440.200.380.370.230.240.240.260.11
% Yield 0.002.423.492.663.462.701.782.012.162.151.00
Capital Gains ($) 0.000.390.000.000.140.390.000.000.200.210.00
Expense Ratio 0.000.550.550.560.560.560.570.580.590.620.59

* 1 = Top 20%, 5 = Bottom 20%