Goldman Sachs Satellite Strategies Portfolio (GXSIX)
The fund seeks to achieve its investment objective by investing in a combination of underlying funds that currently exist or that may become available for investment in the future for which Investment Adviser or an affiliate now or in the future acts as investment adviser or principal underwriter (the "underlying funds"). Under normal conditions, at least 80% of the fund's total assets will be allocated among underlying funds that the Investment Adviser considers to be invested in satellite asset classes. The fund's investment in any of the underlying funds may exceed 25% of its assets.
Fund Info
US38143H3324
Mar 29, 2007
$1,000,000
Large-Cap
Blend
Expense Ratio
GXSIX has an expense ratio of 0.17%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Satellite Strategies Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
GXSIX
N/A
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^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of GXSIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.42% | -1.42% | |||||||||||
| 2023 | 5.62% | -3.12% | 1.33% | 1.06% | -3.29% | 3.04% | 2.53% | -2.60% | -2.54% | -1.79% | 6.60% | 3.89% | 10.55% |
| 2022 | -2.69% | -2.07% | 1.10% | -4.44% | 0.49% | -7.67% | 4.38% | -3.05% | -9.37% | 2.34% | 8.27% | -1.99% | -14.92% |
| 2021 | -0.12% | 0.35% | 1.78% | 3.57% | 1.78% | 0.59% | 0.11% | 1.20% | -2.97% | 1.79% | -3.41% | 3.76% | 8.49% |
| 2020 | -0.47% | -4.53% | -16.45% | 6.33% | 4.82% | 2.19% | 4.26% | 2.17% | -2.04% | -0.90% | 7.39% | 3.42% | 3.83% |
| 2019 | 7.47% | 1.01% | 1.48% | 0.87% | -1.72% | 3.55% | -0.00% | -0.37% | 1.14% | 1.34% | -0.48% | 3.43% | 18.87% |
| 2018 | 2.49% | -3.93% | 0.65% | -0.36% | -1.09% | -1.34% | 1.75% | -2.08% | 0.11% | -4.79% | 1.59% | -3.25% | -10.05% |
| 2017 | 1.84% | 1.93% | 0.36% | 1.39% | 1.50% | 0.08% | 2.85% | 0.96% | 0.28% | 0.60% | 0.71% | 1.41% | 14.80% |
| 2016 | -3.36% | -0.70% | 7.18% | 1.32% | -0.13% | 1.23% | 2.85% | 0.25% | 0.92% | -2.38% | -2.31% | 1.78% | 6.42% |
| 2015 | 1.27% | 2.13% | -0.87% | 2.25% | -0.61% | -2.18% | -0.13% | -3.79% | -1.40% | 3.75% | -1.81% | -1.24% | -2.84% |
| 2014 | -2.21% | 3.76% | 0.75% | 0.97% | 2.15% | 1.45% | -1.05% | 0.94% | -4.50% | 1.47% | -1.09% | -2.35% | -0.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Goldman Sachs Satellite Strategies Portfolio (GXSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
| Period | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.30 | $0.34 | $0.18 | $0.31 | $0.23 | $0.31 | $0.28 | $0.22 | $0.29 |
Dividend yield | 3.83% | 4.11% | 3.82% | 2.14% | 3.66% | 3.17% | 3.65% | 3.72% | 2.99% | 3.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Satellite Strategies Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $7.64 | $7.64 | ||||||||||
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.15 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.19 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.02 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.14 | $0.31 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.23 |
| 2017 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.15 | $0.31 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.13 | $0.28 |
| 2015 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.22 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.13 | $0.29 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Satellite Strategies Portfolio. 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 Satellite Strategies Portfolio was 53.08%, occurring on Mar 9, 2009. Recovery took 961 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.08% | May 20, 2008 | 201 | Mar 9, 2009 | 961 | Jan 2, 2013 | 1162 |
| -31.16% | Feb 18, 2020 | 25 | Mar 23, 2020 | 179 | Dec 4, 2020 | 204 |
| -24.29% | Sep 7, 2021 | 278 | Oct 12, 2022 | — | — | — |
| -16.74% | Jul 25, 2014 | 391 | Feb 11, 2016 | 260 | Feb 23, 2017 | 651 |
| -14.69% | Jan 29, 2018 | 229 | Dec 24, 2018 | 206 | Oct 18, 2019 | 435 |
Volatility
Volatility Chart
The current Goldman Sachs Satellite Strategies Portfolio volatility is 1.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.