- ISIN
- US38143H1757
- Issuer
- Goldman Sachs
- Inception Date
- Apr 29, 2008
- Category
- Global Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
GIDGX Performance Chart
Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) is up 11.9% since the beginning of the year. GIDGX is currently trading at $17 per share. Investors who bought $1,000 worth of GIDGX shares 5 years ago would now be looking at an investment worth $1,716.
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Returns By Period
Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) has returned 11.86% so far this year and 25.59% over the past 12 months. Over the last ten years, GIDGX has returned 10.98% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Goldman Sachs Enhanced Dividend Global Equity Portfolio
- 1D
- 1.10%
- 1M
- 1.78%
- YTD
- 11.86%
- 6M
- 11.51%
- 1Y
- 25.59%
- 3Y*
- 18.37%
- 5Y*
- 11.40%
- 10Y*
- 10.98%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
GIDGX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2009, GIDGX's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2009 with a return of +10.8%, while the worst month was Mar 2020 at -13.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, GIDGX closed higher 52% of trading days. The best single day was Mar 25, 2020 with a return of +9.8%, while the worst single day was Mar 17, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.56% | 1.05% | -4.25% | 7.96% | 3.85% | 0.55% | 11.86% | ||||||
| 2025 | 2.28% | -0.22% | -3.53% | -0.60% | 4.74% | 3.24% | 1.61% | 1.99% | 2.23% | 1.39% | 1.11% | 0.70% | 15.74% |
| 2024 | 0.55% | 3.06% | 2.09% | -2.54% | 4.07% | 1.26% | 2.27% | 1.72% | 1.32% | -0.91% | 2.96% | 3.21% | 20.59% |
| 2023 | 5.88% | -2.02% | 2.01% | 1.27% | -0.50% | 4.08% | 2.84% | -1.66% | -3.28% | -2.25% | 7.06% | 3.79% | 17.92% |
| 2022 | -2.86% | -1.91% | 2.05% | -5.96% | 1.25% | -8.28% | 6.49% | -3.17% | -8.34% | 6.42% | 5.78% | -3.45% | -12.75% |
| 2021 | 0.39% | 2.72% | 3.45% | 3.22% | 1.28% | 1.22% | 0.42% | 1.80% | -2.41% | 3.22% | -1.83% | 3.82% | 18.46% |
Benchmark Metrics
Goldman Sachs Enhanced Dividend Global Equity Portfolio has an annualized alpha of 1.09%, beta of 0.72, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since January 02, 2009.
- This fund participated in 86.03% of S&P 500 Index downside but only 79.07% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.09%
- Beta
- 0.72
- R²
- 0.73
- Upside Capture
- 79.07%
- Downside Capture
- 86.03%
Expense Ratio
GIDGX has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
GIDGX ranks 83 for risk / return — in the top 83% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GIDGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.37 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.78 | +0.78 |
| Martin ratioReturn relative to average drawdown | 16.80 | 12.44 | +4.36 |
Dividends
Dividend History
Goldman Sachs Enhanced Dividend Global Equity Portfolio provided a 5.52% dividend yield over the last twelve months, with an annual payout of $0.91 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.91 | $0.88 | $1.64 | $0.55 | $1.00 | $1.18 | $0.25 | $0.59 | $0.60 | $0.41 | $0.32 | $0.33 |
Dividend yield | 5.52% | 5.92% | 12.06% | 4.32% | 8.89% | 8.41% | 1.99% | 4.85% | 5.67% | 3.35% | 2.97% | 3.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Enhanced Dividend Global Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.04 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.77 | $0.88 |
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.48 | $1.64 |
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.38 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $1.03 | $1.18 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Goldman Sachs Enhanced Dividend Global Equity 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 Enhanced Dividend Global Equity Portfolio was 31.63%, occurring on Mar 24, 2020. Recovery took 160 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -31.63%Mar 2020 | 1mo 10d | 7mo 20d | 9moFeb 2020 - Nov 2020 |
Financial crisis2007–2009 | -26.46%Mar 2009 | 2mo 1d | 1mo 28d | 3mo 29dJan 2009 - May 2009 |
2016 bear market2016 | -21.43%Feb 2016 | 8mo 25d | 11mo 18d | 1y 8moMay 2015 - Jan 2017 |
Bear market2022 | -20.39%Oct 2022 | 9mo 10d | 1y 1mo | 1y 11moJan 2022 - Dec 2023 |
2011 correction2011 | -19.39%Oct 2011 | 5mo 4d | 5mo 15d | 10mo 19dMay 2011 - Mar 2012 |
Drawdown Indicators
| GIDGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -56.78% | +25.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -9.10% | +1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -14.69% | -18.90% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -25.43% | +5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.63% | -33.92% | +2.29% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -10.71% | +6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 2.03% | -0.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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