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TIGGX vs. GGSIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIGGX vs. GGSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and Goldman Sachs Growth Strategy Portfolio (GGSIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with TIGGX having a 10.69% return and GGSIX slightly lower at 10.48%. Over the past 10 years, TIGGX has outperformed GGSIX with an annualized return of 11.96%, while GGSIX has yielded a comparatively lower 11.36% annualized return.


TIGGX

1D
0.00%
1M
5.35%
YTD
10.69%
6M
11.29%
1Y
26.10%
3Y*
20.25%
5Y*
11.74%
10Y*
11.96%

GGSIX

1D
0.31%
1M
4.93%
YTD
10.48%
6M
11.32%
1Y
25.82%
3Y*
19.75%
5Y*
10.29%
10Y*
11.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIGGX vs. GGSIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIGGX
Goldman Sachs Tax-Advantaged Global Equity Portfolio
10.69%19.03%19.85%20.23%-15.36%22.25%12.24%21.51%-9.63%19.15%
GGSIX
Goldman Sachs Growth Strategy Portfolio
10.48%19.29%19.26%17.83%-16.86%17.04%14.34%24.92%-10.65%21.54%

Correlation

The correlation between TIGGX and GGSIX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since May 1, 2008

0.96

The correlation between TIGGX and GGSIX has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.

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Return for Risk

TIGGX vs. GGSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TIGGX
TIGGX Risk / Return Rank: 6464
Overall Rank
TIGGX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
TIGGX Sortino Ratio Rank: 6262
Sortino Ratio Rank
TIGGX Omega Ratio Rank: 6161
Omega Ratio Rank
TIGGX Calmar Ratio Rank: 6161
Calmar Ratio Rank
TIGGX Martin Ratio Rank: 7171
Martin Ratio Rank

GGSIX
GGSIX Risk / Return Rank: 6666
Overall Rank
GGSIX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
GGSIX Sortino Ratio Rank: 6464
Sortino Ratio Rank
GGSIX Omega Ratio Rank: 6464
Omega Ratio Rank
GGSIX Calmar Ratio Rank: 6363
Calmar Ratio Rank
GGSIX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TIGGX vs. GGSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and Goldman Sachs Growth Strategy Portfolio (GGSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TIGGXGGSIXDifference

Sharpe ratio

Return per unit of total volatility

2.36

2.42

-0.06

Sortino ratio

Return per unit of downside risk

3.30

3.35

-0.04

Omega ratio

Gain probability vs. loss probability

1.43

1.45

-0.01

Calmar ratio

Return relative to maximum drawdown

3.01

3.03

-0.03

Martin ratio

Return relative to average drawdown

13.58

13.48

+0.10

TIGGX vs. GGSIX - Sharpe Ratio Comparison

The current TIGGX Sharpe Ratio is 2.36, which is comparable to the GGSIX Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of TIGGX and GGSIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TIGGXGGSIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.36

2.42

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.77

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.80

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.47

+0.03

Drawdowns

TIGGX vs. GGSIX - Drawdown Comparison

The maximum TIGGX drawdown since its inception was -50.68%, roughly equal to the maximum GGSIX drawdown of -52.85%. Use the drawdown chart below to compare losses from any high point for TIGGX and GGSIX.


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Drawdown Indicators


TIGGXGGSIXDifference

Max Drawdown

Largest peak-to-trough decline

-50.68%

-52.85%

+2.17%

Max Drawdown (1Y)

Largest decline over 1 year

-8.92%

-8.71%

-0.21%

Max Drawdown (3Y)

Largest decline over 3 years

-16.10%

-14.78%

-1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-21.71%

-26.74%

+5.03%

Max Drawdown (10Y)

Largest decline over 10 years

-32.91%

-30.36%

-2.55%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.02%

-9.20%

+2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

1.95%

+0.02%

Volatility

TIGGX vs. GGSIX - Volatility Comparison

Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and Goldman Sachs Growth Strategy Portfolio (GGSIX) have volatilities of 3.16% and 3.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIGGXGGSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.16%

3.21%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

8.84%

8.69%

+0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

11.35%

10.93%

+0.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.25%

13.43%

+0.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.22%

14.33%

+0.89%

TIGGX vs. GGSIX - Expense Ratio Comparison

TIGGX has a 0.97% expense ratio, which is higher than GGSIX's 0.19% expense ratio.


Dividends

TIGGX vs. GGSIX - Dividend Comparison

TIGGX's dividend yield for the trailing twelve months is around 4.82%, less than GGSIX's 10.75% yield.


PositionTTM20252024202320222021202020192018201720162015
GGSIX
Goldman Sachs Growth Strategy Portfolio
10.75%11.87%12.21%1.73%5.76%6.57%3.47%5.77%3.02%2.77%1.35%2.03%
TIGGX
Goldman Sachs Tax-Advantaged Global Equity Portfolio
4.82%5.34%2.90%1.31%3.61%1.78%1.15%1.65%0.81%1.34%1.12%1.78%

Frequently Asked Questions


With a correlation of 0.97, TIGGX and GGSIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

GGSIX has higher volatility (3.21%) compared to TIGGX (3.16%). In terms of maximum drawdown, TIGGX dropped -50.68% vs GGSIX's -52.85%.

GGSIX currently has the higher Sharpe Ratio (2.42 vs 2.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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