Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
P GS Global Tactical Include Emerging Market Diversified Bonds
P GS Global Tactical Include Emerging Market Diversified Bonds
live (public) 1.25% June 13
Delayed
Holdings (As of 03/31/2025)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.25% | 33.33% |
| Asset2 | CASH (CASH) | 0.0% | 33.33% |
| Asset3 | CASH (CASH) | 0.0% | 33.34% |
* Day change on 03/31/2025.
Previous
Performance (As of 06/13/2025)
Since 12/31/1997
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P GS Global Tactical Include Emerging Market Diversified Bonds | -0.6% | 4.9% | -1.2% | 4.3% | 3.4% | 6.4% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 12/31/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.6 | 4.9 | -1.2 | 4.3 | 3.4 | 6.4 | 5.9 | 8.9 | 9.0 | 10.8 | 7.8 | -4.0 | -10.7 | 17.5 | 9.8 | 8.5 | -6.3 | 24.2 | 3.1 | -6.3 | 11.0 | 14.4 | 11.2 | 8.4 | 11.0 | 25.6 | -2.6 | 19.7 | 29.0 | 17.2 | 20.3 | 41.6 | 11.4 | 8.6 | -0.4 | 28.4 | 12.8 | 0.0 |
| Sharpe Ratio | NA | 0.15 | 0.26 | -0.28 | 0.28 | 0.3 | NA | NA | NA | NA | 0.86 | 0.42 | -1.04 | -1.43 | 1.42 | 0.68 | 0.91 | -0.64 | 3.6 | 0.34 | -0.64 | 1.39 | 1.34 | 1.55 | 0.59 | 0.64 | 1.69 | -0.42 | 0.88 | 1.97 | 1.56 | 1.68 | 5.36 | 1.29 | 0.85 | -0.4 | 2.27 | 1.17 | NA |
| Draw Down(%) | NA | 3.5 | 6.6 | 12.2 | 19.2 | 19.2 | NA | NA | NA | NA | 19.2 | 6.2 | 10.5 | 11.1 | 5.8 | 14.9 | 5.0 | 16.5 | 2.0 | 7.3 | 15.2 | 5.8 | 10.7 | 4.6 | 9.2 | 13.1 | 7.3 | 10.1 | 12.7 | 14.9 | 7.2 | 15.0 | 4.4 | 9.8 | 6.0 | 11.7 | 7.3 | 5.2 | 0.0 |
| Standard Deviation(%) | NA | 5.2 | 8.7 | 7.6 | 9.7 | 9.8 | NA | NA | NA | NA | 10.9 | 10.0 | 7.3 | 8.5 | 12.3 | 14.0 | 7.8 | 11.9 | 6.5 | 8.7 | 9.9 | 7.9 | 10.7 | 7.2 | 14.1 | 17.0 | 15.1 | 8.3 | 18.9 | 13.0 | 9.6 | 11.5 | 7.6 | 8.0 | 7.2 | 11.4 | 11.0 | 8.0 | NA |
| Treynor Ratio | NA | 0.05 | 0.05 | -0.05 | 0.05 | 0.07 | NA | NA | NA | NA | 0.24 | 0.04 | -0.13 | -0.42 | 0.14 | 1.53 | 0.33 | -0.07 | 0.18 | 0.06 | -0.1 | 0.12 | 0.1 | 0.95 | 0.48 | 0.08 | 0.84 | 0.53 | 0.09 | 0.17 | 0.14 | 0.2 | 6.74 | -6.9 | 0.41 | -0.1 | 0.34 | 0.29 | NA |
| Alpha | NA | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | NA | NA | 0.03 | -0.03 | -0.06 | -0.03 | 0.0 | 0.04 | 0.01 | -0.01 | 0.02 | 0.0 | -0.03 | 0.01 | -0.04 | 0.04 | 0.03 | -0.02 | 0.07 | -0.02 | 0.04 | 0.05 | 0.05 | 0.04 | 0.13 | 0.04 | 0.03 | -0.01 | 0.05 | 0.02 | NA |
| Beta | NA | 0.17 | 0.43 | 0.38 | 0.55 | 0.41 | NA | NA | NA | NA | 0.39 | 1.04 | 0.57 | 0.29 | 1.28 | 0.06 | 0.21 | 1.04 | 1.34 | 0.45 | 0.63 | 0.92 | 1.43 | 0.12 | 0.18 | 1.33 | 0.3 | -0.07 | 1.89 | 1.54 | 1.04 | 0.98 | 0.06 | -0.01 | 0.15 | 0.47 | 0.73 | 0.32 | NA |
| RSquared | NA | 0.26 | 0.37 | 0.34 | 0.41 | 0.22 | NA | NA | NA | NA | 0.18 | 0.79 | 0.5 | 0.3 | 0.74 | 0.01 | 0.04 | 0.74 | 0.68 | 0.16 | 0.3 | 0.6 | 0.84 | 0.01 | 0.03 | 0.68 | 0.11 | 0.04 | 0.84 | 0.62 | 0.49 | 0.36 | 0.01 | 0.0 | 0.07 | 0.34 | 0.57 | 0.22 | NA |
| Sortino Ratio | NA | 0.2 | 0.35 | -0.37 | 0.39 | 0.4 | NA | NA | NA | NA | 1.2 | 0.58 | -1.35 | -1.83 | 2.01 | 0.9 | 1.24 | -0.82 | 5.87 | 0.46 | -0.84 | 1.93 | 1.85 | 2.27 | 0.84 | 0.91 | 2.56 | -0.59 | 1.19 | 2.92 | 2.28 | 2.32 | 8.83 | 1.88 | 1.18 | -0.54 | 3.44 | 1.65 | NA |
| Yield(%) | N/A | 0.9 | 2.2 | 2.3 | 2.9 | 3.5 | 5.6 | 5.6 | 10.9 | 10.9 | 0.0 | 2.2 | 2.7 | 1.9 | 2.6 | 2.6 | 3.8 | 2.8 | 2.9 | 3.9 | 3.1 | 4.8 | 2.8 | 4.7 | 4.1 | 3.3 | 7.2 | 5.0 | 3.1 | 4.2 | 4.9 | 4.3 | 7.7 | 6.2 | 9.3 | 5.1 | 3.1 | 5.0 | 0.0 |
| Dividend Growth(%) | N/A | -58.0 | -14.8 | -5.1 | 1.4 | 34.9 | N/A | N/A | N/A | N/A | N/A | -22.5 | 26.6 | -12.6 | 7.3 | -24.0 | 25.2 | 19.5 | -20.6 | 15.2 | -26.8 | 89.1 | -31.9 | 21.1 | 40.4 | -41.7 | 39.4 | 92.7 | -6.5 | 2.5 | 36.4 | -19.7 | 35.5 | -27.3 | 80.9 | 113.6 | -31.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1997
Strategies
| Asset Allocation Strategy | Goldman Sachs Global Tactical Asset Allocation |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>