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Goldman Sachs Balanced Strategy Instl (GIPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.72+0.09 (+0.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.08%
5-year average return4.84%
Number of years up17
Number of years down8
Best 1-yr total return (2 May 2024)20.53%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return20.53%
Worst 3-yr total return1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIPIXCategory
YTD0.69%9.69%
1-month-2.78%0.97%
3-month0.69%5.21%
1-year7.55%27.45%
3-year0.70%8.85%
5-year4.53%8.56%
10-year4.12%5.61%
Last bull market14.13%10.63%
Last bear market-8.87%-12.05%

Annual total return (%) history

Year
GIPIXCategory
2024
N/AN/A
2023
12.48%N/A
2022
-13.69%N/A
2021
7.93%N/A
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
N/A5.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.56%N/AN/AN/A
20234.35%2.21%-2.67%8.35%
2022-4.77%-8.87%-4.69%4.35%
20211.02%4.58%-0.63%2.81%
2020-9.72%10.73%3.78%7.06%
20197.15%3.06%1.46%3.26%
2018-0.71%-1.38%1.25%-5.73%
20173.35%2.06%3.16%2.59%
20161.34%1.16%3.39%-0.57%
20151.71%-0.95%-3.02%1.86%
20141.56%3.02%-1.25%-0.40%
20133.38%-2.16%3.62%3.69%
20125.78%-1.48%4.40%1.43%
20112.63%1.18%-8.34%3.52%
20103.04%-5.17%7.05%4.09%
2009-4.35%9.98%11.39%2.86%
2008-3.01%0.07%-8.27%-10.31%
20072.01%2.32%1.47%-0.72%
20064.15%0.08%2.83%4.02%
2005-0.83%1.77%3.20%1.89%
20043.26%0.04%0.89%6.12%
2003-1.00%6.54%3.21%7.08%
20021.41%-0.73%-6.57%2.74%
2001-3.49%2.45%-4.76%3.83%
20000.82%-0.56%-0.23%-0.29%
19991.51%2.64%-0.41%6.90%
1998-0.03%-5.65%7.25%N/A

Rank in category (by total return)

YTD76
1-month36
3-month80
1-year56
3-year48
5-year49

Load adjusted returns

1-year7.55%
3-year0.70%
5-year4.53%
10-year4.12%