Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS A) | 10.54% | 25.66% | 19.56% | 11.16% | 11.43% | 9.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS A) | 05/02/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 25.66 | 19.56 | 11.16 | 11.43 | 9.72 | NA | … | … | 10.54 | 18.60 | 18.22 | 20.05 | -15.65 | 21.76 | 11.83 | 20.80 | -9.97 | 18.61 | 7.67 | -1.65 | 6.02 | 24.36 | 15.03 | -4.98 | 11.19 | 24.03 | -33.99 |
| Sharpe Ratio | NA | 2.03 | 1.23 | 0.57 | 0.62 | NA | NA | … | … | 1.66 | 1.00 | 1.21 | 1.43 | -0.83 | 1.87 | 0.40 | 1.85 | -0.81 | 2.62 | 0.54 | -0.12 | 0.56 | 2.23 | 0.92 | -0.21 | 0.60 | 0.95 | -1.11 |
| Standard Deviation(%) | NA | 11.17 | 13.39 | 14.82 | 15.63 | NA | NA | … | … | 13.35 | 15.85 | 12.02 | 11.53 | 20.71 | 11.65 | 29.09 | 10.45 | 13.99 | 6.88 | 13.78 | 14.09 | 10.64 | 10.89 | 16.35 | 23.43 | 18.39 | 25.19 | 42.33 |
| Draw Down(%) | NA | 8.91 | 16.17 | 21.94 | 31.42 | NA | NA | … | … | 8.91 | 16.17 | 8.30 | 8.50 | 21.74 | 5.01 | 31.42 | 6.47 | 19.32 | 2.16 | 13.94 | 13.51 | 9.43 | 7.75 | 12.40 | 20.73 | 15.33 | 25.87 | 46.43 |
| Yield(%) | 0.00 | 5.48 | 3.53 | 2.88 | 3.02 | 3.03 | 2.17 | … | … | 0.00 | 5.73 | 2.09 | 1.18 | 2.65 | 1.74 | 0.93 | 1.21 | 1.45 | 1.16 | 0.71 | 2.14 | 2.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS A) |
-1.22%
Mar 2017 – Mar 2020 |
0.98%
Mar 2015 – Mar 2020 |
5.17%
Mar 2010 – Mar 2020 |
6.13%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS A) |
20.87%
Feb 2009 – Feb 2012 |
18.29%
Feb 2009 – Feb 2014 |
11.72%
Feb 2009 – Feb 2019 |
11.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart