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ISIN
US38150C7213
Inception Date
Dec 2, 2019
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

GSCMX Performance Chart

Goldman Sachs Income Fund (GSCMX) is up 0.7% since the beginning of the year. GSCMX is currently trading at $9 per share. Investors who bought $1,000 worth of GSCMX shares 5 years ago would now be looking at an investment worth $1,155.


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S&P 500 Index

Returns By Period

Goldman Sachs Income Fund (GSCMX) has returned 0.69% so far this year and 5.53% over the past 12 months.


Goldman Sachs Income Fund

1D
0.11%
1M
0.82%
YTD
0.69%
6M
1.17%
1Y
5.53%
3Y*
7.60%
5Y*
2.93%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GSCMX Monthly Returns History

Based on dividend-adjusted daily data since Dec 3, 2019, GSCMX's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, an investment would double in approximately 17.5 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +5.1%, while the worst month was Mar 2020 at -11.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GSCMX closed higher 41% of trading days. The best single day was Apr 13, 2020 with a return of +3.5%, while the worst single day was Mar 18, 2020 at -4.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.26%0.59%-1.79%1.49%0.27%-0.11%0.69%
20251.01%1.05%-0.39%0.61%0.83%1.93%0.16%1.36%0.37%0.37%0.70%0.39%8.70%
20240.39%0.15%1.22%-0.86%0.80%0.73%1.85%1.38%1.37%-1.28%0.92%-0.64%6.13%
20233.57%-1.59%0.82%0.35%-0.94%1.74%1.60%0.03%-1.25%-1.65%4.36%3.31%10.60%
2022-2.23%-2.37%-1.42%-3.10%-0.70%-5.70%3.37%-1.06%-5.02%1.42%3.68%2.34%-10.75%
2021-0.85%-0.95%-0.92%1.30%0.52%1.06%0.35%0.46%-0.20%-0.67%-0.97%1.35%0.42%

Benchmark Metrics

Goldman Sachs Income Fund has an annualized alpha of 1.92%, beta of 0.13, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since December 03, 2019.

  • This fund participated in 38.41% of S&P 500 Index downside but only 25.88% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.13 may look defensive, but with R2 of 0.21 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.21 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
1.92%
Beta
0.13
0.21
Upside Capture
25.88%
Downside Capture
38.41%

Expense Ratio

GSCMX has an expense ratio of 0.72%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GSCMX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


GSCMX Risk / Return Rank: 4545
Overall Rank
GSCMX Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
GSCMX Sortino Ratio Rank: 5252
Sortino Ratio Rank
GSCMX Omega Ratio Rank: 5353
Omega Ratio Rank
GSCMX Calmar Ratio Rank: 3030
Calmar Ratio Rank
GSCMX Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Goldman Sachs Income Fund (GSCMX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GSCMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.37

1.37

0.00

Calmar ratioReturn relative to maximum drawdown

1.95

2.78

-0.84

Martin ratioReturn relative to average drawdown

8.99

12.44

-3.45

Dividends

Dividend History

Goldman Sachs Income Fund provided a 5.09% dividend yield over the last twelve months, with an annual payout of $0.46 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.20$0.40$0.60$0.802019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.46$0.47$0.48$0.42$0.71$0.36$0.42$0.03

Dividend yield

5.09%5.09%5.39%4.71%8.43%3.51%3.95%0.27%

Monthly Dividends

The table displays the monthly dividend distributions for Goldman Sachs Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.03$0.03$0.03$0.03$0.03$0.00$0.17
2025$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.09$0.47
2024$0.04$0.04$0.05$0.04$0.00$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.48
2023$0.04$0.04$0.04$0.00$0.04$0.05$0.04$0.04$0.04$0.00$0.04$0.05$0.42
2022$0.03$0.03$0.03$0.03$0.04$0.00$0.00$0.04$0.00$0.04$0.04$0.43$0.71
2021$0.00$0.00$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.00$0.03$0.12$0.36

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Goldman Sachs Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Goldman Sachs Income Fund was 20.12%, occurring on Mar 19, 2020. Recovery took 84 trading sessions.

The current Goldman Sachs Income Fund drawdown is 0.22%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-20.12%Mar 2020
14d4mo 4d
4mo 18dMar 2020 - Jul 2020
Bear market2022
-18.20%Oct 2022
1y 1mo1y 7mo
2y 9moSep 2021 - Jun 2024
2021 pullback2021
-3.31%Mar 2021
2mo 12d3mo 14d
5mo 26dJan 2021 - Jun 2021
2026 pullback2026
-2.93%Mar 2026
25d2mo 20d
3mo 15dMar 2026 - Jun 2026
2025 selloff2025
-2.61%Apr 2025
1mo 8d19d
1mo 27dMar 2025 - Apr 2025

Drawdown Indicators


GSCMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-20.12%

-56.78%

+36.66%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-9.10%

+6.17%

Max Drawdown (3Y)

Largest decline over 3 years

-3.24%

-18.90%

+15.66%

Max Drawdown (5Y)

Largest decline over 5 years

-18.20%

-25.43%

+7.23%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.22%

-1.80%

+1.58%

Average Drawdown

Average peak-to-trough decline

-3.79%

-10.71%

+6.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.63%

2.03%

-1.40%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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