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
TRGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS R6 SHARES) 10.25% 25.53% 19.84% 11.32% NA NA NA
Data as of 06/04/2026, Common starting date is 01/02/2018
More Performance Analytics Comparison
Name Start Date End Date
TRGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS R6 SHARES) 01/02/2018 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
Annualized Return (%) 0.59 25.53 19.84 11.32 NA NA NA 10.25 19.05 18.84 20.25 -15.29 22.24 12.26 21.24 -10.40
Sharpe Ratio NA 2.07 1.29 0.60 NA NA NA 1.70 1.02 1.30 1.50 -0.81 1.85 0.41 1.87 -0.85
Standard Deviation(%) NA 11.20 13.16 14.78 NA NA NA 13.31 15.86 11.70 11.14 20.73 12.04 29.07 10.55 14.01
Draw Down(%) NA 8.89 16.08 21.73 NA NA NA 8.89 16.08 8.26 8.44 21.52 4.98 31.39 6.44 19.06
Yield(%) 0.00 5.87 3.97 3.26 2.63 1.76 1.32 0.00 6.14 2.47 1.59 2.99 2.19 1.33 1.74 1.89
Data as of 06/04/2026, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS R6 SHARES) 4.82%
Sep 2019 – Sep 2022
5.73%
Feb 2018 – Feb 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRGGX (GOLDMAN SACHS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS R6 SHARES) 21.20%
Sep 2022 – Sep 2025
15.54%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return