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Goldman Sachs Balanced Strategy C (GIPCX)
11.97
+0.02
+(0.17%)
As of 8:06:03 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.29% |
| 5y Average Return | 4.43% |
| Number of Years Up | 18 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 29, 2025) | 14.30% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 14.30% |
| Worst 3Y Total Return | 0.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GIPCX
Category
- YTD
- -0.04%
- 9.69%
- 1-Month
- -2.22%
- 0.97%
- 3-Month
- -0.04%
- 5.21%
- 1-Year
- 3.81%
- 27.45%
- 3-Year
- 2.37%
- 8.85%
- 5-Year
- 5.82%
- 8.56%
- 10-Year
- 3.48%
- 5.61%
- Last Bull Market
- 9.25%
- 10.63%
- Last Bear Market
- -9.14%
- -12.05%
Annual Total Return (%) History
Year
GIPCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.04% | -- | -- | -- |
| 2024 | 3.38% | 0.87% | 4.97% | -1.92% |
| 2023 | 3.96% | 2.01% | -2.95% | 8.08% |
| 2022 | -5.07% | -9.14% | -4.92% | 4.01% |
| 2021 | 0.65% | 4.31% | -0.90% | 2.58% |
| 2020 | -9.97% | 10.40% | 3.55% | 6.81% |
| 2019 | 6.75% | 2.85% | 1.15% | 2.93% |
| 2018 | -0.95% | -1.76% | 1.07% | -6.02% |
| 2017 | 3.00% | 1.81% | 2.83% | 2.29% |
| 2016 | 1.06% | 0.87% | 3.11% | -0.81% |
| 2015 | 1.42% | -1.25% | -3.41% | 1.66% |
| 2014 | 1.18% | 2.72% | -1.45% | -0.69% |
| 2013 | 3.08% | -2.54% | 3.32% | 3.49% |
| 2012 | 5.58% | -1.87% | 4.11% | 1.22% |
| 2011 | 2.34% | 0.88% | -8.54% | 3.11% |
| 2010 | 2.76% | -5.46% | 6.76% | 3.79% |
| 2009 | -4.63% | 9.55% | 11.22% | 2.46% |
| 2008 | -3.29% | -0.22% | -8.47% | -10.57% |
| 2007 | 1.65% | 2.05% | 1.20% | -1.01% |
| 2006 | 3.79% | -0.19% | 2.56% | 3.74% |
| 2005 | -1.19% | 1.49% | 2.92% | 1.61% |
| 2004 | 3.07% | -0.23% | 0.50% | 5.93% |
| 2003 | -1.59% | 6.12% | 2.69% | 6.66% |
| 2002 | 1.11% | -0.91% | -6.84% | 3.13% |
| 2001 | -3.68% | 2.15% | -5.04% | 3.40% |
| 2000 | 0.54% | -0.84% | -0.53% | -0.49% |
| 1999 | 1.23% | 2.34% | -0.72% | 6.58% |
| 1998 | -0.26% | -5.89% | 6.94% | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 35 |
| 3-Month | 37 |
| 1-Year | 42 |
| 3-Year | 54 |
| 5-Year | 74 |
Load Adjusted Returns
| 1-Year | 2.81% |
| 3-Year | 2.37% |
| 5-Year | 5.82% |
| 10-Year | 3.48% |
Performance & Risk
| YTD Return | -0.29% |
| 5y Average Return | 4.43% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.78 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Goldman Sachs |
| Net Assets | 544.82M |
| YTD Return | -0.04% |
| Yield | 3.38% |
| Morningstar Rating | |
| Inception Date | Apr 17, 2018 |
Fund Summary
The fund seeks to achieve its investment objective by investing approximately 50% (which allocation could be increased by 30% or decreased by 25%) of its assets in underlying fixed income funds, approximately 15% (which allocation could be increased by 5% or decreased by 15%) of its assets in the underlying dynamic funds, and approximately 35% (which allocation could be increased by 25% or decreased by 30%) of its assets in underlying equity funds.
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