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Goldman Sachs Trust II - Goldman Sachs Target Date 2050 Portfolio (GTIPX)

8.76 0.00 (0.00%)
At close: February 9 at 8:00 PM EST

Fund Summary

The fund employs an asset allocation strategy designed for investors who plan to retire and withdraw their investment from the Portfolio beginning in approximately 2050. Under normal conditions, the fund will invest in underlying funds according to the Investment Adviser's asset allocation strategy such that over time the asset allocation will generally become more conservative through the reduction of allocation to equity funds and increased allocation to fixed income funds in accordance with the glide path's strategic allocation.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 25.17%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return -17.17%
5y Average Return 5.35%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.36
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
GTIPXCategory AverageGTIPXCategory AverageGTIPXCategory Average
Alpha 1.58 -0.02 0.73 -0.01 0.64 -0.01
BETA 1.36 0.01 1.38 0.01 1.34 0.01
Mean Annual Return 0.59 0.01 0.59 0.01 0.75 0.01
R-squared 97.93 0.98 97.82 0.98 96.78 0.97
Standard Deviation 18.98 0.17 16.34 0.14 12.66 0.13
Sharpe Ratio 0.2 0.01 0.7 0.01 2.27 0.01
Treynor Ratio 3.45 0.09 3.39 0.08 5.77 0.06

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