Goldman Sachs Income Builder Fund - Investor Class: (MF: GKIRX)
(NASDAQ Mutual Funds) As of Nov 13, 2025 05:34 PM ET
$27.47 USD
-0.18 (-0.65%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.81 | 71 |
| 3 months | 3.95 | 70 |
| 6 months | 8.03 | 78 |
| 1 Year | 7.72 | 73 |
| 3 Year | 12.47 | 64 |
| 5 Year | 7.60 | 56 |
| 10 Year | 7.09 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 7.72 |
| 5 Year | 7.59 |
| 10 Year | 7.10 |
| Since Inception | 7.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.64 | 3.92 | 3.95 | NA |
| 2024 | 3.71 | 0.58 | 6.58 | -1.90 |
| 2023 | 2.08 | 1.94 | -2.24 | 8.77 |
| 2022 | -3.27 | -9.61 | -3.33 | 7.34 |
| 2021 | 2.38 | 3.99 | 1.01 | 2.98 |
| 2020 | -12.70 | 11.34 | 4.31 | 8.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.81 | 9.06 | 10.66 | -9.29 | 10.75 | 9.80 | 19.66 | -4.67 | 8.20 | 9.56 | -3.32 |
| % Total Return Rel to Index | -5.02 | -15.95 | -15.58 | 8.91 | -17.92 | -8.59 | -11.82 | -0.28 | -13.59 | -2.37 | -4.70 |
| % Total Return Rel to Peer | -2.05 | -0.84 | -2.49 | 3.67 | -0.74 | -0.88 | 2.46 | 1.81 | -5.25 | 3.28 | -0.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 3.00 | 2.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.86 | 1.10 | 1.04 | 0.99 | 0.88 | 0.83 | 0.90 | 0.88 | 0.86 | 0.88 | 0.95 |
| % Yield | 2.96 | 4.01 | 4.33 | 4.02 | 3.00 | 3.02 | 3.47 | 3.94 | 3.50 | 3.73 | 4.26 |
| Capital Gains ($) | 0.00 | 0.12 | 0.00 | 0.00 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.53 | 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%
