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Goldman Sachs Trust Balanced Strategy Portfolio Institutional Shares: (MF: GIPIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:15 PM ET

$12.52 USD

+0.01 (0.08%)

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 2.91 74
3 months 3.69 65
6 months 7.53 60
1 Year 13.46 67
3 Year 11.44 66
5 Year 5.66 68
10 Year 6.59 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 71.85
Bear Market (10/07 - 2/09) -27.92
Bull Market (2/09 - 3/21) 214.70

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.16
5 Year 4.98
10 Year 5.88
Since Inception 5.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.06 4.82 4.19 2.63
2024 3.56 1.18 5.27 -1.62
2023 4.34 2.21 -2.66 8.35
2022 -4.76 -8.86 -4.69 4.35
2021 1.02 4.58 -0.70 2.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9112.168.5112.48-13.687.9211.0715.68-6.5311.673.58
% Total Return Rel to Index -0.19-6.05-16.50-13.764.51-20.75-7.32-15.80-2.14-10.12-8.35
% Total Return Rel to Peer -0.98-2.33-1.40-0.67-0.72-3.570.39-1.51-0.04-1.79-2.68
% Perf Quintile vs Peer* 5.004.000.004.002.004.004.004.003.004.005.00
% Dividends 0.000.380.480.240.430.420.280.290.280.310.15
% Yield 0.002.753.843.023.843.042.122.362.552.521.38
Capital Gains ($) 0.000.390.000.000.140.390.000.000.200.210.00
Expense Ratio 0.000.190.190.190.190.190.190.200.200.220.19

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