Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX)
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing in securities or instruments and a combination of underlying funds that currently exist or that may become available for investment in the future. The advisor intends to invest at least 80% of its net assets plus any borrowings for investment purposes in underlying equity funds and equity securities with a blend of domestic large cap, small cap and international exposure to seek capital appreciation.
Fund Info
US38142B1127
Apr 30, 2008
$1,000,000
Large-Cap
Blend
Expense Ratio
TIGGX has a high expense ratio of 0.97%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) returned 3.34% year-to-date (YTD) and 10.99% over the past 12 months. Over the past 10 years, TIGGX returned 8.54% annually, underperforming the S&P 500 benchmark at 10.84%.
TIGGX
3.34%
5.73%
1.79%
10.99%
11.68%
13.06%
8.54%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of TIGGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.14% | -1.96% | -3.22% | 0.16% | 5.43% | 3.34% | |||||||
| 2024 | 1.76% | 5.19% | 3.07% | -3.73% | 4.32% | 2.05% | 1.47% | 1.57% | 1.11% | -1.53% | 4.71% | -2.13% | 18.89% |
| 2023 | 6.21% | -1.71% | 1.47% | 0.88% | -0.36% | 5.73% | 2.59% | -1.90% | -3.44% | -1.91% | 7.48% | 4.25% | 20.23% |
| 2022 | -5.25% | -1.85% | 2.37% | -6.37% | 0.10% | -8.00% | 7.11% | -3.06% | -7.85% | 7.09% | 5.39% | -4.51% | -15.36% |
| 2021 | -0.05% | 2.64% | 3.15% | 4.64% | 1.46% | 2.02% | 1.18% | 2.46% | -3.13% | 3.94% | -1.94% | 4.21% | 22.25% |
| 2020 | -1.50% | -6.80% | -14.02% | 11.68% | 5.36% | 2.26% | 4.41% | 4.65% | -3.17% | -1.97% | 9.48% | 4.08% | 12.24% |
| 2019 | 8.37% | 2.31% | 0.45% | 2.70% | -5.82% | 5.31% | 0.32% | -2.07% | 1.80% | 1.89% | 2.23% | 2.60% | 21.24% |
| 2018 | 4.88% | -4.10% | -1.47% | 1.23% | 1.85% | -0.88% | 2.60% | 1.60% | -0.49% | -7.51% | 0.46% | -7.43% | -9.63% |
| 2017 | 2.26% | 2.58% | 0.79% | 1.21% | 0.92% | 0.56% | 1.74% | 0.48% | 2.58% | 1.79% | 1.63% | 1.14% | 19.15% |
| 2016 | -6.37% | -1.38% | 6.20% | 1.07% | 1.38% | -0.48% | 3.38% | 0.23% | 0.86% | -1.54% | 2.82% | 2.12% | 8.04% |
| 2015 | -1.02% | 5.29% | -0.75% | 1.13% | 1.20% | -2.29% | 1.13% | -6.42% | -3.27% | 6.93% | 0.23% | -2.04% | -0.59% |
| 2014 | -3.04% | 4.87% | 0.39% | 0.39% | 2.42% | 1.98% | -1.79% | 2.59% | -3.12% | 1.15% | 1.51% | -1.40% | 5.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TIGGX is 52, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Goldman Sachs Tax-Advantaged Global Equity Portfolio provided a 2.00% dividend yield over the last twelve months, with an annual payout of $0.52 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.52 | $0.28 | $0.66 | $0.40 | $0.21 | $0.24 | $0.11 | $0.21 | $0.15 | $0.31 | $0.42 |
Dividend yield | 2.00% | 2.07% | 1.31% | 3.61% | 1.78% | 1.15% | 1.43% | 0.81% | 1.34% | 1.12% | 2.53% | 3.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Goldman Sachs Tax-Advantaged 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.66 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2014 | $0.42 | $0.42 |
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 Tax-Advantaged 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 Tax-Advantaged Global Equity Portfolio was 49.81%, occurring on Mar 9, 2009. Recovery took 492 trading sessions.
The current Goldman Sachs Tax-Advantaged Global Equity Portfolio drawdown is 1.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.81% | May 19, 2008 | 202 | Mar 9, 2009 | 492 | Feb 17, 2011 | 694 |
| -31.4% | Feb 20, 2020 | 22 | Mar 20, 2020 | 108 | Aug 24, 2020 | 130 |
| -21.71% | Dec 30, 2021 | 200 | Oct 14, 2022 | 292 | Dec 13, 2023 | 492 |
| -20.63% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -20.07% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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