Nasdaq - Delayed Quote USD
Goldman Sachs Income Builder R6 (GSBUX)
26.04
-0.01
(-0.04%)
At close: May 23 at 8:01:04 PM EDT
Fund Summary
The fund seeks to provide income through investments in fixed income securities (bonds) and high dividend paying equities, preferred equities and other similar securities (stocks). It seeks to achieve capital appreciation primarily through equity securities. The fund has a baseline allocation to fixed income securities of 60% and to equity securities of 40%.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 1.98% |
| 5y Average Return | 7.78% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GSBUX | Category Average | GSBUX | Category Average | GSBUX | Category Average | |
| Alpha | -0.01 | -0.01 | 0.99 | -0.01 | 0.07 | -0 |
| BETA | 0.84 | 0.01 | 0.84 | 0.01 | 0.86 | 0.01 |
| Mean Annual Return | 0.54 | 0.01 | 0.67 | 0.01 | 0.49 | 0.01 |
| R-squared | 95.28 | 0.92 | 94.98 | 0.91 | 93.18 | 0.91 |
| Standard Deviation | 10.4 | 0.1 | 9.67 | 0.08 | 9.01 | 0.07 |
| Sharpe Ratio | 0.18 | 0.01 | 0.54 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 1.68 | 0.09 | 5.98 | 0.08 | 4.15 | 0.07 |
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