Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TIGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) 10.23% 25.53% 19.83% 11.31% 11.74% 10.04% NA
Data as of 06/04/2026, Common starting date is 05/02/2008
More Performance Analytics Comparison
Name Start Date End Date
TIGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) 05/02/2008 06/04/2026
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 (%) 0.58 25.53 19.83 11.31 11.74 10.04 NA 10.23 19.04 18.89 20.23 -15.36 22.25 12.24 21.25 -9.63 19.14 8.04 -1.20 6.44 23.27 15.10 -4.96 11.15 24.29 -33.89
Sharpe Ratio NA 2.06 1.29 0.60 0.65 NA NA 1.70 1.02 1.30 1.50 -0.81 1.85 0.41 1.89 -0.79 2.70 0.57 -0.09 0.59 2.13 0.92 -0.21 0.60 0.96 -1.12
Standard Deviation(%) NA 11.21 13.17 14.79 15.60 NA NA 13.30 15.85 11.75 11.15 20.73 12.03 29.08 10.47 14.02 6.87 13.77 14.06 10.84 10.93 16.46 23.40 18.43 25.19 42.15
Draw Down(%) NA 8.92 16.10 21.71 31.40 NA NA 8.92 16.10 8.26 8.42 21.53 5.01 31.40 6.42 19.07 2.10 13.94 13.43 9.37 7.70 12.34 20.63 15.25 25.83 46.24
Yield(%) 0.00 5.77 3.90 3.20 3.42 3.49 2.48 0.00 6.04 2.43 1.56 2.95 2.15 1.27 1.71 0.72 1.58 1.21 2.46 3.38 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, 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
TIGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) -0.85%
Mar 2017 – Mar 2020
1.36%
Mar 2015 – Mar 2020
5.33%
Mar 2010 – Mar 2020
6.41%
Jun 2008 – Jun 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TIGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO INSTITUTIONAL) 21.19%
Sep 2022 – Sep 2025
18.11%
Feb 2009 – Feb 2014
12.10%
Feb 2016 – Feb 2026
11.34%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return