Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX)

Basic Info

Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund started on 04/19/2001
Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund is classified as asset class EQUITY
Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund expense ratio is -
Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund rating is
Not Rated

Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) Dividend Info

Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) dividend growth in the last 12 months is 8319.01%

The trailing 12-month yield of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund is 25.04%. its dividend history:

DateDividend
07/14/2023 1.0009
06/30/2023 0.0038
05/31/2023 0.0038
04/28/2023 0.0036
03/31/2023 0.0035
02/28/2023 0.0031
01/31/2023 0.0033
11/30/2022 0.0027
10/31/2022 0.0022
09/30/2022 0.0017
08/31/2022 0.0015
06/30/2022 0.0005
05/31/2022 0.0002
03/31/2022 0
02/28/2022 0
01/31/2022 0
11/30/2021 0
09/30/2021 0
08/31/2021 0
06/30/2021 0
04/30/2021 0
03/31/2021 0
12/31/2020 0
11/30/2020 0
10/30/2020 0
09/30/2020 0
08/31/2020 0
07/31/2020 0
06/30/2020 0
05/29/2020 0
04/30/2020 0.0002
03/31/2020 0.0006
02/28/2020 0.001
01/31/2020 0.0011
12/31/2019 0.0011
11/29/2019 0.0011
10/31/2019 0.0013
09/30/2019 0.0014
08/30/2019 0.0015
07/31/2019 0.0017

Dividend Growth History for Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.022 26.46% 11,513.64% -
2022 $0.0088 54.66% - 11,513.64%
2021 $0 0.00% -100.00% -
2020 $0.0029 0.22% -64.20% 606.35%
2019 $0.0081 0.39% - 235.15%

Dividend Growth Chart for Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX)


Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) Historical Returns And Risk Info

From 04/19/2001 to 02/09/2024, the compound annualized total return (dividend reinvested) of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) is NA. Its cumulative total return (dividend reinvested) is -119,852.275%.

From 04/19/2001 to 02/09/2024, the Maximum Drawdown of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) is 109587.8%.

From 04/19/2001 to 02/09/2024, the Sharpe Ratio of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) is NA.

From 04/19/2001 to 02/09/2024, the Annualized Standard Deviation of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) is NA.

From 04/19/2001 to 02/09/2024, the Beta of Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) is 16.4.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
04/19/2001
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.0 0.0 -126811.1 NA NA NA NA NA -134044.5 23970.6 1.0 -98.7 -37.4 127.8 274.3 12621.1 -81.0 0.0 0.0 0.0 0.0 -90.0 -88.5 -80.0 -7.2 28.1 128.0 257.8 -46.4 -48.1 -63.8
Sharpe Ratio NA -11.87 NA NA NA NA NA NA NA NA 54.86 1.53 -0.17 -3.22 12.39 3.25 35.72 -0.18 0.0 0.0 0.0 0.0 -0.42 -0.12 -2.5 -1.91 6.41 19.36 13.66 -2.53 -2.41 -2.46
Draw Down(%) NA 0.1 111276.1 111276.1 111276.1 111276.1 NA NA 109587.8 111276.1 73.5 0.0 99.9 40.3 1.9 43.3 86.9 99.0 0.0 0.0 0.0 0.0 92.3 98.9 80.1 12.4 0.6 1.2 8.9 52.4 48.1 64.5
Standard Deviation(%) NA 0.3 NA NA NA NA NA NA NA NA 436.9 0.6 572.6 12.0 10.2 84.8 353.4 462.8 NA NA NA NA 214.8 762.7 32.3 5.4 3.9 6.5 18.8 18.7 20.4 32.3
Treynor Ratio NA -237.31 -1.35 NA NA NA NA NA NA NA -248.02 -2.9 2.91 -3.82 -72.69 -11.09 247.04 3.83 NA NA NA NA 3.07 -0.34 208.92 -12.92 -6.95 -67.82 -15.94 79.6 14.97 11.31
Alpha NA -0.01 -2129.27 -684.19 -412.5 -210.74 NA NA -96.81 -2142.38 6.43 0.0 6.11 -0.2 0.33 0.7 5.16 3.58 0.0 0.0 0.0 0.0 -0.45 62.83 -0.62 -0.04 0.09 0.32 0.52 -0.24 -0.26 -0.58
Beta NA 0.0 941.2 133.93 61.07 42.9 NA NA 16.4 881.48 -0.97 0.0 -0.34 0.1 -0.02 -0.25 0.51 -0.21 0.0 0.0 0.0 0.0 -0.29 2.58 0.0 0.01 -0.04 -0.02 -0.16 -0.01 -0.03 -0.07
RSquare NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.01 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.0 0.0 0.0
Yield(%) N/A 0.0 25.0 2134.2 9.9 1041.7 31.6 12.1 N/A 26.5 54.7 0.0 0.2 0.4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A -100.0 8319.0 9356.9 N/A N/A N/A N/A N/A 11513.6 N/A -100.0 -63.7 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

Return Calculator for Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX)

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Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) Historical Return Chart

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Goldman Sachs Trust - Goldman Sachs Financial Square Prime Obligations Fund (FBSXX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.


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