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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.
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Returns By Period
Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) has returned -4.82% so far this year and 15.78% over the past 12 months. Over the last ten years, TIGGX has returned 10.60% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Goldman Sachs Tax-Advantaged Global Equity Portfolio
- 1D
- -0.40%
- 1M
- -8.33%
- YTD
- -4.82%
- 6M
- -1.93%
- 1Y
- 15.78%
- 3Y*
- 15.51%
- 5Y*
- 9.81%
- 10Y*
- 10.60%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 30, 2008, TIGGX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, your investment would double in approximately 7.8 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Oct 2008 at -18.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.
On a daily basis, TIGGX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +10.5%, while the worst single day was Mar 17, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.50% | 1.30% | -8.33% | -4.82% | |||||||||
| 2025 | 3.14% | -0.92% | -4.24% | 0.16% | 5.67% | 3.95% | 1.48% | 2.33% | 3.34% | 1.89% | 0.74% | 0.37% | 19.03% |
| 2024 | 1.76% | 5.19% | 2.98% | -3.65% | 4.32% | 2.05% | 1.47% | 1.57% | 1.11% | -1.53% | 4.71% | -1.35% | 19.85% |
| 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% | 2.47% | -3.13% | 3.94% | -1.94% | 4.21% | 22.25% |
Benchmark Metrics
Goldman Sachs Tax-Advantaged Global Equity Portfolio has an annualized alpha of 0.87%, beta of 0.79, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since May 01, 2008.
- This fund participated in 94.94% of S&P 500 Index downside but only 90.63% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.87%
- Beta
- 0.79
- R²
- 0.79
- Upside Capture
- 90.63%
- Downside Capture
- 94.94%
Expense Ratio
TIGGX has a high expense ratio of 0.97%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
TIGGX ranks 56 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and compare them to a chosen benchmark (S&P 500 Index).
| TIGGX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.90 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.39 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.40 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.47 | 6.61 | -1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore TIGGX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Goldman Sachs Tax-Advantaged Global Equity Portfolio provided a 5.61% dividend yield over the last twelve months, with an annual payout of $1.52 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.52 | $1.52 | $0.73 | $0.28 | $0.66 | $0.40 | $0.21 | $0.28 | $0.11 | $0.21 | $0.15 | $0.22 |
Dividend yield | 5.61% | 5.34% | 2.90% | 1.31% | 3.61% | 1.78% | 1.15% | 1.65% | 0.81% | 1.34% | 1.12% | 1.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 | $1.52 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.73 |
| 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 |
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 50.68%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current Goldman Sachs Tax-Advantaged Global Equity Portfolio drawdown is 8.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.68% | May 19, 2008 | 203 | Mar 9, 2009 | 538 | Apr 26, 2011 | 741 |
| -32.91% | Feb 20, 2020 | 24 | Mar 24, 2020 | 106 | Aug 24, 2020 | 130 |
| -21.71% | Dec 30, 2021 | 190 | Sep 30, 2022 | 302 | Dec 13, 2023 | 492 |
| -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 chart below shows the rolling one-month volatility.
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