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 higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Goldman Sachs Tax-Advantaged Global Equity Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Goldman Sachs Tax-Advantaged Global Equity Portfolio had a return of 4.77% year-to-date (YTD) and 18.21% in the last 12 months. Over the past 10 years, Goldman Sachs Tax-Advantaged Global Equity Portfolio had an annualized return of 8.38%, while the S&P 500 had an annualized return of 11.26%, indicating that Goldman Sachs Tax-Advantaged Global Equity Portfolio did not perform as well as the benchmark.
TIGGX
4.77%
1.81%
7.71%
18.21%
10.69%
8.38%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 4.77% | |||||||||||
| 2024 | 1.76% | 5.19% | 3.07% | -3.73% | 4.32% | 2.05% | 1.47% | 1.57% | 1.11% | -1.53% | 4.71% | -2.91% | 17.95% |
| 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% | -6.46% | -17.09% |
| 2021 | -0.05% | 2.64% | 3.15% | 4.64% | 1.46% | 2.02% | 1.18% | 2.47% | -3.13% | 3.94% | -1.94% | 3.99% | 22.00% |
| 2020 | -1.50% | -6.80% | -14.02% | 11.67% | 5.36% | 2.25% | 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% | 2.37% | 20.98% |
| 2018 | 4.87% | -4.10% | -1.47% | 1.23% | 1.85% | -0.88% | 2.60% | 1.61% | -0.49% | -7.51% | 0.46% | -8.03% | -10.22% |
| 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% | 6.19% | 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% | -2.78% | -1.34% |
| 2014 | -3.04% | 4.87% | 0.39% | 0.39% | 2.42% | 1.98% | -1.79% | 2.59% | -3.12% | 1.15% | 1.51% | -3.19% | 3.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, TIGGX is among the top 22% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Goldman Sachs Tax-Advantaged Global Equity Portfolio provided a 1.18% dividend yield over the last twelve months, with an annual payout of $0.31 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.31 | $0.28 | $0.26 | $0.35 | $0.21 | $0.20 | $0.02 | $0.21 | $0.15 | $0.22 | $0.18 |
Dividend yield | 1.18% | 1.23% | 1.31% | 1.45% | 1.57% | 1.15% | 1.21% | 0.12% | 1.34% | 1.12% | 1.78% | 1.44% |
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 | ||||||||||
| 2024 | $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 |
| 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 | $0.26 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 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 | $0.20 | $0.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 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 | $0.22 | $0.22 |
| 2014 | $0.18 | $0.18 |
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.
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 0.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.81% | May 19, 2008 | 202 | Mar 9, 2009 | 492 | Feb 17, 2011 | 694 |
| -31.39% | Feb 20, 2020 | 22 | Mar 20, 2020 | 108 | Aug 24, 2020 | 130 |
| -21.71% | Dec 30, 2021 | 200 | Oct 14, 2022 | 316 | Jan 19, 2024 | 516 |
| -20.67% | May 22, 2015 | 183 | Feb 11, 2016 | 210 | Dec 9, 2016 | 393 |
| -20.63% | May 2, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
Volatility
Volatility Chart
The current Goldman Sachs Tax-Advantaged Global Equity Portfolio volatility is 2.48%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.