Goldman Sachs Income Builder Fund - Investor Class: (MF: GKIRX)
(NASDAQ Mutual Funds) As of Jun 12, 2025 08:00 PM ET
$26.46 USD
+0.09 (0.34%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.04 | 69 |
3 months | -0.43 | 87 |
6 months | -0.07 | 80 |
1 Year | 8.59 | 54 |
3 Year | 6.48 | 58 |
5 Year | 7.40 | 55 |
10 Year | 5.66 | 51 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
1 Year | 6.90 |
5 Year | 9.16 |
10 Year | 5.67 |
Since Inception | 7.42 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.64 | NA | NA | NA |
2024 | 3.71 | 0.58 | 6.58 | -1.90 |
2023 | 2.08 | 1.94 | -2.24 | 8.77 |
2022 | -3.27 | -9.61 | -3.33 | 7.34 |
2021 | 2.38 | 3.99 | 1.01 | 2.98 |
2020 | -12.70 | 11.34 | 4.31 | 8.29 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.04 | 9.06 | 10.66 | -9.29 | 10.75 | 9.80 | 19.66 | -4.67 | 8.20 | 9.56 | -3.32 |
% Total Return Rel to Index | 1.98 | -15.95 | -15.58 | 8.91 | -17.92 | -8.59 | -11.82 | -0.28 | -13.59 | -2.37 | -4.70 |
% Total Return Rel to Peer | -0.33 | -0.84 | -2.49 | 3.67 | -0.74 | -0.88 | 2.46 | 1.81 | -5.25 | 3.28 | -0.96 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 3.00 | 2.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.47 | 1.10 | 1.04 | 0.99 | 0.88 | 0.83 | 0.90 | 0.88 | 0.86 | 0.88 | 0.95 |
% Yield | 1.70 | 4.01 | 4.29 | 4.02 | 3.00 | 3.02 | 3.47 | 3.94 | 3.50 | 3.73 | 4.26 |
Capital Gains ($) | 0.00 | 0.12 | 0.00 | 0.00 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 0.54 | 0.55 | 0.54 | 0.54 | 0.67 | 0.70 | 0.72 | 0.73 | 0.73 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%