Goldman Sachs Income Builder Fund Institutional Shares: (MF: GSBIX)
(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET
$27.32 USD
+0.04 (0.15%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.28 | 68 |
3 months | 5.32 | 67 |
6 months | 3.48 | 78 |
1 Year | 8.53 | 59 |
3 Year | 8.36 | 56 |
5 Year | 7.04 | 54 |
10 Year | 6.24 | 50 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 74.37 |
Bear Market (10/07 - 2/09) | -34.27 |
Bull Market (2/09 - 3/21) | 339.41 |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 10.59 |
5 Year | 7.76 |
10 Year | 6.26 |
Since Inception | 5.77 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 1.70 | 3.93 | NA | NA |
2024 | 3.71 | 0.56 | 6.62 | -1.87 |
2023 | 2.14 | 1.96 | -2.22 | 8.80 |
2022 | -3.24 | -9.60 | -3.30 | 7.33 |
2021 | 2.35 | 4.00 | 1.02 | 3.03 |
2020 | -12.68 | 11.39 | 4.32 | 8.37 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.28 | 9.11 | 10.80 | -9.22 | 10.80 | 9.97 | 19.81 | -4.53 | 8.37 | 9.69 | -3.17 |
% Total Return Rel to Index | -2.29 | -15.90 | -15.44 | 8.98 | -17.87 | -8.42 | -11.67 | -0.13 | -13.41 | -2.23 | -4.55 |
% Total Return Rel to Peer | -0.91 | -0.79 | -2.35 | 3.74 | -0.69 | -0.71 | 2.61 | 1.96 | -5.08 | 3.42 | -0.81 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 3.00 | 2.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.67 | 1.12 | 1.06 | 1.01 | 0.90 | 0.85 | 0.93 | 0.92 | 0.89 | 0.91 | 0.98 |
% Yield | 2.41 | 4.11 | 4.43 | 4.13 | 3.09 | 3.14 | 3.62 | 4.11 | 3.66 | 3.89 | 4.44 |
Capital Gains ($) | 0.00 | 0.12 | 0.00 | 0.00 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 0.45 | 0.46 | 0.47 | 0.46 | 0.46 | 0.56 | 0.57 | 0.58 | 0.58 | 0.58 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%