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Nasdaq - Delayed Quote USD

Goldman Sachs Trust II - Goldman Sachs Target Date 2060 Portfolio (GTBCX)

10.45
0.00
(0.00%)
As of February 9 at 8:00:24 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -16.92%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down --
Best 1Y Total Return (Dec 20, 2022) 25.21%
Worst 1Y Total Return (Dec 20, 2022) --
Best 3Y Total Return 25.21%
Worst 3Y Total Return 19.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GTBCX
Category
YTD
-16.92%
6.10%
1-Month
0.58%
0.90%
3-Month
4.14%
6.10%
1-Year
-13.72%
14.41%
3-Year
4.05%
4.94%
5-Year
0.00%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
34.04%
5.12%
Last Bear Market
-14.44%
0.00%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 69
1-Month 80
3-Month 92
1-Year 59
3-Year 72
5-Year --

Load Adjusted Returns

1-Year -11.87%
3-Year 5.69%
5-Year --
10-Year --

Performance & Risk

YTD Return -16.92%
5y Average Return 0.00%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.36
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Goldman Sachs
Net Assets 10.32M
YTD Return -16.92%
Yield 1.79%
Morningstar Rating
Inception Date Apr 30, 2018

Fund Summary

The fund employs an asset allocation strategy designed for investors who plan to retire and withdraw their investment from the Portfolio beginning in approximately 2060. Under normal conditions, the fund will invest in underlying funds according to the Investment Adviser's asset allocation strategy such that over time the asset allocation will generally become more conservative through the reduction of allocation to equity funds and increased allocation to fixed income funds in accordance with the glide path's strategic allocation.

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