Nasdaq - Delayed Quote USD
Goldman Sachs Balanced Strategy Svc (GIPSX)
12.12
+0.01
+(0.08%)
As of 8:06:03 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.03% |
| 5y Average Return | 5.22% |
| Number of Years Up | 18 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 30, 2025) | 14.99% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 14.99% |
| Worst 3Y Total Return | 0.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GIPSX
Category
- YTD
- 0.11%
- 9.69%
- 1-Month
- -2.21%
- 0.97%
- 3-Month
- 0.11%
- 5.21%
- 1-Year
- 4.48%
- 27.45%
- 3-Year
- 2.98%
- 8.85%
- 5-Year
- 6.46%
- 8.56%
- 10-Year
- 4.21%
- 5.61%
- Last Bull Market
- 9.72%
- 10.63%
- Last Bear Market
- -8.95%
- -12.05%
Annual Total Return (%) History
Year
GIPSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.11% | -- | -- | -- |
| 2024 | 3.49% | 1.00% | 5.24% | -1.82% |
| 2023 | 4.17% | 2.15% | -2.76% | 8.19% |
| 2022 | -4.89% | -8.95% | -4.84% | 4.14% |
| 2021 | 0.88% | 4.48% | -0.76% | 2.71% |
| 2020 | -9.80% | 10.56% | 3.68% | 6.91% |
| 2019 | 6.94% | 2.90% | 1.39% | 3.07% |
| 2018 | -0.82% | -1.57% | 1.19% | -5.79% |
| 2017 | 3.20% | 1.91% | 2.99% | 2.51% |
| 2016 | 1.99% | 1.11% | 3.13% | -0.62% |
| 2015 | 1.59% | -1.08% | -3.14% | 1.73% |
| 2014 | 1.43% | 2.89% | -1.37% | -0.53% |
| 2013 | 3.24% | -2.38% | 3.47% | 3.64% |
| 2012 | 5.74% | -1.61% | 4.26% | 1.39% |
| 2011 | 2.49% | 0.95% | -8.36% | 3.26% |
| 2010 | 3.01% | -5.28% | 6.91% | 3.96% |
| 2009 | -4.47% | 9.69% | 11.36% | 2.62% |
| 2008 | -3.03% | -0.06% | -8.38% | -10.43% |
| 2007 | 1.88% | 2.28% | 1.26% | -0.85% |
| 2006 | 3.93% | 0.05% | 2.71% | 3.82% |
| 2005 | -0.95% | 1.54% | 3.17% | 1.76% |
| 2004 | 3.23% | -0.09% | 0.66% | 6.09% |
| 2003 | -1.45% | 6.39% | 2.85% | 6.82% |
| 2002 | 1.29% | -0.85% | -6.58% | 3.19% |
| 2001 | -4.08% | 2.32% | -4.87% | 3.58% |
| 2000 | 0.68% | -0.59% | -0.35% | 0.15% |
| 1999 | 1.49% | 2.51% | -0.54% | 6.76% |
| 1998 | -0.14% | -5.76% | 7.01% | -- |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 34 |
| 3-Month | 36 |
| 1-Year | 36 |
| 3-Year | 48 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 4.48% |
| 3-Year | 2.98% |
| 5-Year | 6.46% |
| 10-Year | 4.21% |
Performance & Risk
| YTD Return | 0.03% |
| 5y Average Return | 5.22% |
| 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 | 0.11% |
| Yield | 3.95% |
| 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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