- ISIN
- US38142B1127
- Issuer
- Goldman Sachs
- Inception Date
- Apr 30, 2008
- Category
- Large Cap Blend 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
TIGGX Performance Chart
Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) is up 10.7% since the beginning of the year. TIGGX is currently trading at $31 per share. Investors who bought $1,000 worth of TIGGX shares 5 years ago would now be looking at an investment worth $1,738.
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Returns By Period
Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) has returned 10.69% so far this year and 26.10% over the past 12 months. Over the last ten years, TIGGX has returned 11.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
Goldman Sachs Tax-Advantaged Global Equity Portfolio
- 1D
- 0.51%
- 1M
- 5.35%
- YTD
- 10.69%
- 6M
- 11.29%
- 1Y
- 26.10%
- 3Y*
- 20.25%
- 5Y*
- 11.69%
- 10Y*
- 11.96%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
TIGGX Monthly Returns History
Based on dividend-adjusted daily data since Apr 30, 2008, TIGGX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 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% | -5.86% | 7.70% | 4.61% | 0.51% | 10.69% | ||||||
| 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 0.90%, 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 90.22% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.90%
- Beta
- 0.79
- R²
- 0.79
- Upside Capture
- 90.22%
- 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 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
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 S&P 500 Index.
| TIGGX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.42 | 2.39 | +0.03 |
Sortino ratioReturn per unit of downside risk | 3.37 | 3.25 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.08 | 3.11 | -0.03 |
Martin ratioReturn relative to average drawdown | 13.90 | 14.38 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Goldman Sachs Tax-Advantaged Global Equity Portfolio provided a 4.82% 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 | 4.82% | 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 | $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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -50.68%Mar 2009 | 9mo 24d | 2y 1mo | 2y 11moMay 2008 - Apr 2011 |
COVID crash2020 | -32.91%Mar 2020 | 1mo 3d | 5mo 3d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -21.71%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2016 bear market2016 | -20.67%Feb 2016 | 8mo 25d | 10mo 2d | 1y 6moMay 2015 - Dec 2016 |
2011 bear market2011 | -20.63%Oct 2011 | 5mo 4d | 5mo 12d | 10mo 16dMay 2011 - Mar 2012 |
Drawdown Indicators
| TIGGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.68% | -56.78% | +6.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -9.10% | +0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -16.10% | -18.90% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -21.71% | -25.43% | +3.72% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -33.92% | +1.01% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.02% | -10.72% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.97% | 0.00% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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