GSAGX vs. GSBFX
Compare and contrast key facts about Goldman Sachs China Equity Fund (GSAGX) and Goldman Sachs Income Builder Fund (GSBFX).
GSAGX is managed by Goldman Sachs. It was launched on Jul 7, 1994. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Performance
GSAGX vs. GSBFX - Performance Comparison
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GSAGX vs. GSBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | -3.87% | 32.36% | 13.00% | -18.78% | -30.71% | -14.26% | 48.21% | 26.22% | -18.45% | 51.62% |
GSBFX Goldman Sachs Income Builder Fund | 0.58% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -4.92% | 7.94% |
Returns By Period
In the year-to-date period, GSAGX achieves a -3.87% return, which is significantly lower than GSBFX's 0.58% return. Over the past 10 years, GSAGX has underperformed GSBFX with an annualized return of 4.74%, while GSBFX has yielded a comparatively higher 6.81% annualized return.
GSAGX
- 1D
- 1.03%
- 1M
- -7.17%
- YTD
- -3.87%
- 6M
- -8.86%
- 1Y
- 14.23%
- 3Y*
- 5.18%
- 5Y*
- -6.82%
- 10Y*
- 4.74%
GSBFX
- 1D
- 1.15%
- 1M
- -2.77%
- YTD
- 0.58%
- 6M
- 2.08%
- 1Y
- 10.14%
- 3Y*
- 9.25%
- 5Y*
- 5.29%
- 10Y*
- 6.81%
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GSAGX vs. GSBFX - Expense Ratio Comparison
GSAGX has a 1.47% expense ratio, which is higher than GSBFX's 0.79% expense ratio.
Return for Risk
GSAGX vs. GSBFX — Risk / Return Rank
GSAGX
GSBFX
GSAGX vs. GSBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs China Equity Fund (GSAGX) and Goldman Sachs Income Builder Fund (GSBFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| GSAGX | GSBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.39 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.90 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.55 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.70 | 7.17 | -4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GSAGX | GSBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.39 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.72 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.86 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.69 | -0.55 |
Correlation
The correlation between GSAGX and GSBFX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GSAGX vs. GSBFX - Dividend Comparison
GSAGX's dividend yield for the trailing twelve months is around 1.39%, less than GSBFX's 5.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | 1.39% | 1.34% | 1.40% | 0.89% | 0.00% | 6.78% | 5.02% | 0.57% | 6.92% | 1.35% | 0.00% | 0.00% |
GSBFX Goldman Sachs Income Builder Fund | 5.33% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
Drawdowns
GSAGX vs. GSBFX - Drawdown Comparison
The maximum GSAGX drawdown since its inception was -70.73%, which is greater than GSBFX's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for GSAGX and GSBFX.
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Drawdown Indicators
| GSAGX | GSBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.73% | -37.04% | -33.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.49% | -6.41% | -7.08% |
Max Drawdown (5Y)Largest decline over 5 years | -58.97% | -15.94% | -43.03% |
Max Drawdown (10Y)Largest decline over 10 years | -63.98% | -23.42% | -40.56% |
Current DrawdownCurrent decline from peak | -42.27% | -3.16% | -39.11% |
Average DrawdownAverage peak-to-trough decline | -28.55% | -4.20% | -24.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 1.38% | +3.06% |
Volatility
GSAGX vs. GSBFX - Volatility Comparison
Goldman Sachs China Equity Fund (GSAGX) has a higher volatility of 6.30% compared to Goldman Sachs Income Builder Fund (GSBFX) at 2.71%. This indicates that GSAGX's price experiences larger fluctuations and is considered to be riskier than GSBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSAGX | GSBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 2.71% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 4.17% | +8.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.70% | 7.54% | +12.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.37% | 7.38% | +17.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 7.97% | +14.55% |