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Nasdaq - Delayed Quote USD

Goldman Sachs Balanced Strategy Instl (GIPIX)

11.94
+0.02
+(0.17%)
As of 8:06:03 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.06%
5y Average Return 5.58%
Number of Years Up 18
Number of Years Down 8
Best 1Y Total Return (Apr 29, 2025) 15.68%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 15.68%
Worst 3Y Total Return 1.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GIPIX
Category
YTD
0.23%
9.69%
1-Month
-2.13%
0.97%
3-Month
0.23%
5.21%
1-Year
5.03%
27.45%
3-Year
3.50%
8.85%
5-Year
6.99%
8.56%
10-Year
4.65%
5.61%
Last Bull Market
10.00%
10.63%
Last Bear Market
-8.87%
-12.05%

Annual Total Return (%) History

Year
GIPIX
Category
2025
--
--
2024
8.52%
--
2023
12.48%
--
2022
-13.69%
--
2021
7.93%
--
2020
11.08%
9.83%
2019
15.68%
14.61%
2018
-6.53%
-7.70%

2017
11.63%
12.63%
2016
5.38%
5.99%
2015
-0.49%
-5.93%
2014
2.90%
2.41%
2013
8.67%
8.62%
2012
10.35%
9.45%
2011
-1.48%
-3.36%
2010
8.89%
10.53%
2009
20.53%
20.30%
2008
-20.15%
-23.59%
2007
5.15%
6.85%
2006
11.50%
9.91%
2005
6.12%
5.05%
2004
10.59%
8.16%
2003
16.57%
18.15%
2002
-3.36%
-9.70%
2001
-2.22%
-5.38%
2000
-0.26%
3.91%
1999
10.91%
10.05%
1998
--
5.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.23% -- -- --
2024 3.56% 1.18% 5.28% -1.63%
2023 4.35% 2.21% -2.67% 8.35%
2022 -4.77% -8.87% -4.69% 4.35%
2021 1.02% 4.58% -0.63% 2.81%
2020 -9.72% 10.73% 3.78% 7.06%
2019 7.15% 3.06% 1.46% 3.26%
2018 -0.71% -1.38% 1.25% -5.73%
2017 3.35% 2.06% 3.16% 2.59%
2016 1.34% 1.16% 3.39% -0.57%

2015 1.71% -0.95% -3.02% 1.86%
2014 1.56% 3.02% -1.25% -0.40%
2013 3.38% -2.16% 3.62% 3.69%
2012 5.78% -1.48% 4.40% 1.43%
2011 2.63% 1.18% -8.34% 3.52%
2010 3.04% -5.17% 7.05% 4.09%
2009 -4.35% 9.98% 11.39% 2.86%
2008 -3.01% 0.07% -8.27% -10.31%
2007 2.01% 2.32% 1.47% -0.72%
2006 4.15% 0.08% 2.83% 4.02%
2005 -0.83% 1.77% 3.20% 1.89%
2004 3.26% 0.04% 0.89% 6.12%
2003 -1.00% 6.54% 3.21% 7.08%
2002 1.41% -0.73% -6.57% 2.74%
2001 -3.49% 2.45% -4.76% 3.83%
2000 0.82% -0.56% -0.23% -0.29%
1999 1.51% 2.64% -0.41% 6.90%
1998 -0.03% -5.65% 7.25% --

Rank in Category (By Total Return)

YTD 36
1-Month 33
3-Month 36
1-Year 24
3-Year 42
5-Year 57

Load Adjusted Returns

1-Year 5.03%
3-Year 3.50%
5-Year 6.99%
10-Year 4.65%

Performance & Risk

YTD Return 0.06%
5y Average Return 5.58%
Rank in Category (ytd) 36
% 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 0.23%
Yield 4.57%
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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