GZIRX vs. GSBFX
Compare and contrast key facts about Goldman Sachs Strategic Income Fund (GZIRX) and Goldman Sachs Income Builder Fund (GSBFX).
GZIRX is managed by Goldman Sachs. It was launched on Jun 29, 2010. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Performance
GZIRX vs. GSBFX - Performance Comparison
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GZIRX vs. GSBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GZIRX Goldman Sachs Strategic Income Fund | -1.83% | 8.49% | 6.13% | 10.37% | -3.83% | -1.44% | 9.51% | 5.96% | -2.25% | -0.15% |
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, GZIRX achieves a -1.83% return, which is significantly lower than GSBFX's 0.58% return. Over the past 10 years, GZIRX has underperformed GSBFX with an annualized return of 3.38%, while GSBFX has yielded a comparatively higher 6.81% annualized return.
GZIRX
- 1D
- 0.08%
- 1M
- -1.99%
- YTD
- -1.83%
- 6M
- 1.06%
- 1Y
- 5.82%
- 3Y*
- 6.55%
- 5Y*
- 3.93%
- 10Y*
- 3.38%
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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GZIRX vs. GSBFX - Expense Ratio Comparison
GZIRX has a 0.78% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Return for Risk
GZIRX vs. GSBFX — Risk / Return Rank
GZIRX
GSBFX
GZIRX vs. GSBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Strategic Income Fund (GZIRX) 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.
| GZIRX | GSBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.39 | +0.60 |
Sortino ratioReturn per unit of downside risk | 2.71 | 1.90 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.29 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.55 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.59 | 7.17 | +1.43 |
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
| GZIRX | GSBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.39 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.18 | 0.72 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.86 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.69 | +0.18 |
Correlation
The correlation between GZIRX and GSBFX is 0.42, 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
GZIRX vs. GSBFX - Dividend Comparison
GZIRX's dividend yield for the trailing twelve months is around 5.28%, which matches GSBFX's 5.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GZIRX Goldman Sachs Strategic Income Fund | 5.28% | 4.06% | 6.61% | 3.36% | 2.38% | 2.34% | 3.76% | 3.38% | 2.66% | 1.33% | 2.18% | 4.59% |
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
GZIRX vs. GSBFX - Drawdown Comparison
The maximum GZIRX drawdown since its inception was -13.90%, smaller than the maximum GSBFX drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for GZIRX and GSBFX.
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Drawdown Indicators
| GZIRX | GSBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.90% | -37.04% | +23.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -6.41% | +3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -7.86% | -15.94% | +8.08% |
Max Drawdown (10Y)Largest decline over 10 years | -13.90% | -23.42% | +9.52% |
Current DrawdownCurrent decline from peak | -2.23% | -3.16% | +0.93% |
Average DrawdownAverage peak-to-trough decline | -1.79% | -4.20% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.38% | -0.74% |
Volatility
GZIRX vs. GSBFX - Volatility Comparison
The current volatility for Goldman Sachs Strategic Income Fund (GZIRX) is 1.58%, while Goldman Sachs Income Builder Fund (GSBFX) has a volatility of 2.71%. This indicates that GZIRX experiences smaller price fluctuations and is considered to be less risky 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
| GZIRX | GSBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 2.71% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.18% | 4.17% | -1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.90% | 7.54% | -4.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.35% | 7.38% | -4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.70% | 7.97% | -4.27% |