GIPTX
Goldman Sachs Balanced Strategy-Inv
$12.02
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 540.205M |
| 52 Week High | 12.03 |
| 52 Week Low | 10.247 |
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Key Data
| Symbol | GIPTX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 12.02 |
| Price Yesterday | 12.02 |
| Market Cap | 540.21 |
| YTD Return | 5.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 12.03 |
|---|---|
| 52 Week Low | 10.25 |
| Market Cap | 540.21M |
| Shares Outstanding | 44.94M |
| Income Dividend Yield | 2.05% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.05% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 88.43% |
| One Months | 25.70% |
| Three Months | 11.84% |
| Six Months | 14.17% |
| Nine Months | 20.72% |
| One Year | 13.10% |
| Three Years | 1.37% |
| Five Years | 5.05% |
| Ten Years | 4.23% |
| YTD | 11.75% |
| Since Inception | 4.07% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.26% |
| One Month | 1.83% |
| Three Months | 2.79% |
| Six Months | 6.73% |
| Nine Months | 14.98% |
| One Year | 13.09% |
| Three Years | 4.14% |
| Five Years | 27.85% |
| Ten Years | 51.19% |
| YTD | 5.89% |
| Since Inception | 93.47% |
Yearly Returns
| 2024 | 5.89% |
|---|---|
| 2023 | 12.32% |
| 2022 | -13.79% |
| 2021 | 7.76% |
| 2020 | 11.00% |
| 2019 | 15.50% |
| 2018 | -6.61% |
| 2017 | 11.41% |
| 2016 | 3.45% |
| 2015 | 1.00% |
Risk against SP-DA
| Alpha | -5.36% |
|---|---|
| Beta | 0.56 |
| Correlation | 94.44% |
| Downside Deviation | 1.97% |
| Coefficient of determination | 89.18% |
| Standard Deviation | 1.91% |
| Sharpe Ratio | -2.36 |
| Sortino | -7.92 |
| Treynor | 13.77 |
| Ulcer Index | 2.09 |
| Ulcer Performance Index | -7.48 |