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GSZAX: GOLDMAN SACHS STRATEGIC INCOME FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 9.62 0.01(0.10%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 07/01/2010 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 3.90% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.5 | 6.9 | 7.7 | 4.3 | 3.5 | 3.1 | 3.1 | 9.4 | 6.0 | 10.9 | -3.6 | -1.6 | 9.2 | 5.7 | -2.4 | -0.5 | 2.0 | -2.4 | -0.8 | 6.1 | 13.3 | -2.5 | 2.0 |
| Sharpe Ratio | NA | -0.37 | 1.5 | 1.34 | 0.57 | 0.5 | NA | 0.58 | 2.56 | 0.86 | 1.83 | -1.51 | -0.44 | 1.22 | 1.93 | -1.46 | -0.42 | 0.6 | -0.71 | -0.25 | 2.1 | 4.91 | -0.8 | 1.67 |
| Draw Down(%) | NA | 2.7 | 2.7 | 2.7 | 7.6 | 13.8 | NA | 13.8 | 2.6 | 1.7 | 1.4 | 6.5 | 4.0 | 13.8 | 1.6 | 4.8 | 2.5 | 4.4 | 4.0 | 3.8 | 2.8 | 1.7 | 5.6 | 1.2 |
| Standard Deviation(%) | NA | 3.6 | 2.8 | 3.3 | 3.2 | 3.7 | NA | 3.5 | 2.6 | 2.8 | 4.0 | 3.4 | 3.6 | 7.4 | 2.2 | 2.6 | 2.7 | 3.0 | 3.4 | 3.5 | 2.9 | 2.7 | 3.1 | 2.3 |
| Treynor Ratio | NA | -0.08 | 0.39 | 0.82 | 0.29 | 0.22 | NA | 0.26 | 5.23 | 0.34 | 1.31 | -0.67 | -0.16 | 0.75 | 0.59 | -0.87 | -0.1 | 0.21 | -0.36 | -0.07 | 0.94 | 1.47 | -0.56 | 5.59 |
| Alpha | NA | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.02 | -0.01 | -0.02 | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.04 | -0.01 | 0.01 |
| Beta | NA | 0.16 | 0.11 | 0.05 | 0.06 | 0.08 | NA | 0.08 | 0.01 | 0.07 | 0.06 | 0.08 | 0.1 | 0.12 | 0.07 | 0.04 | 0.11 | 0.09 | 0.07 | 0.13 | 0.06 | 0.09 | 0.04 | 0.01 |
| RSquared | NA | 0.41 | 0.23 | 0.06 | 0.11 | 0.17 | NA | 0.15 | 0.01 | 0.1 | 0.03 | 0.3 | 0.12 | 0.31 | 0.16 | 0.08 | 0.07 | 0.14 | 0.09 | 0.18 | 0.06 | 0.18 | 0.11 | 0.0 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 6.3 | 4.0 | 2.4 | 2.2 | 3.7 | 3.2 | 2.4 | 1.1 | 1.8 | 4.1 | 2.7 | 2.9 | 4.2 | 3.5 | 1.2 |
| Dividend Growth(%) | N/A | -71.7 | N/A | N/A | N/A | N/A | N/A | N/A | -18.5 | 66.9 | 56.8 | 4.1 | -36.4 | 18.3 | 29.9 | 108.4 | -37.4 | -58.9 | 42.5 | -3.0 | -24.2 | 13.8 | 203.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2010
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