Goldman Sachs Income Builder Fund A Shares: (MF: GSBFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$25.17 USD
+0.15 (0.60%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 1.59 | 18 |
3 months | 1.59 | 18 |
6 months | -0.41 | 20 |
1 Year | 6.65 | 11 |
3 Year | 4.53 | 42 |
5 Year | 8.90 | 55 |
10 Year | 5.40 | 53 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 69.55 |
Bear Market (10/07 - 2/09) | -34.61 |
Bull Market (2/09 - 3/21) | 299.48 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 1.09 |
5 Year | 7.73 |
10 Year | 4.84 |
Since Inception | 5.97 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.59 | NA | NA | NA |
2024 | 3.61 | 0.53 | 6.52 | -1.98 |
2023 | 2.07 | 1.88 | -2.31 | 8.69 |
2022 | -3.33 | -9.68 | -3.38 | 7.25 |
2021 | 2.33 | 3.90 | 0.93 | 2.94 |
2020 | -12.76 | 11.26 | 4.25 | 8.23 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 1.59 | 8.77 | 10.42 | -9.53 | 10.48 | 9.52 | 19.36 | -4.91 | 7.93 | 9.31 | -3.57 |
% Total Return Rel to Index | 5.86 | -16.25 | -15.81 | 8.66 | -18.20 | -8.87 | -12.12 | -0.52 | -13.86 | -2.62 | -4.96 |
% Total Return Rel to Peer | 1.40 | -1.14 | -2.73 | 3.43 | -1.02 | -1.16 | 2.16 | 1.57 | -5.52 | 3.03 | -1.21 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 4.00 | 4.00 | 3.00 | 2.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.24 | 1.04 | 0.99 | 0.93 | 0.82 | 0.77 | 0.84 | 0.83 | 0.80 | 0.82 | 0.90 |
% Yield | 0.90 | 3.88 | 4.09 | 3.87 | 2.85 | 2.87 | 3.32 | 3.76 | 3.33 | 3.56 | 4.08 |
Capital Gains ($) | 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 | 0.79 | 0.80 | 0.79 | 0.79 | 0.92 | 0.95 | 0.97 | 0.98 | 0.98 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%