Nasdaq - Delayed Quote USD
Goldman Sachs Balanced Strategy C (GIPCX)
11.97
+0.02
+(0.17%)
As of 8:06:03 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 14.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GIPCX | Category Average | GIPCX | Category Average | GIPCX | Category Average | |
| Alpha | -1.73 | -0.02 | -1.66 | -0.01 | -1.7 | -0.02 |
| BETA | 0.78 | 0.01 | 0.78 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.24 | 0.01 | 0.51 | 0.01 | 0.31 | 0 |
| R-squared | 97.83 | 0.76 | 97.62 | 0.73 | 96.12 | 0.73 |
| Standard Deviation | 10 | 0.13 | 9.21 | 0.11 | 8.01 | 0.09 |
| Sharpe Ratio | -0.17 | 0.01 | 0.36 | 0.01 | 0.22 | 0.01 |
| Treynor Ratio | -2.86 | 0.08 | 3.87 | 0.08 | 1.93 | 0.06 |
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