TIGGX Performance — Goldman Sachs Tax-Advantaged Global Equity Portfolio, Institutional Class
Data updated: 2026-07-24
TIGGX returned +10.13% year to date and +26.56% over one year to May 2026. Annualised returns are +20.73% over 3 years and +11.48% over 5 years. The fund beat its Core Bond category average: $100 invested three years ago grew to $176, against $121 for the category, and to $127 over one year, against $108. Volatility over the past three years was 11.28% a year. In the 12 months to May 2026 the fund took in a net $289.5M, and assets reached $6.02B.
TIGGX Growth of $100
What $100 invested in Goldman Sachs Tax-Advantaged Global Equity Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Core Bond category average over the same months.
| Period | TIGGX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $127 | $108 |
| 3 years (Jun 2023 – May 2026) | $176 | $121 |
| 5 years (Jun 2021 – May 2026) | $172 | $112 |
| Since data start (Sep 2019 – May 2026) | $237 | $124 |
TIGGX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.13% |
| 1 year | +26.56% |
| 3 years (annualised) | +20.73% |
| 5 years (annualised) | +11.48% |
TIGGX Annual Returns
Calendar-year total returns of Goldman Sachs Tax-Advantaged Global Equity Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +10.13% |
| 2025 | +19.03% |
| 2024 | +18.90% |
| 2023 | +20.23% |
| 2022 | −15.36% |
| 2021 | +22.25% |
| 2020 | +12.23% |
| 2019 (Sep–Dec) | +8.80% |
TIGGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +1.3% | −5.9% | +7.7% | +4.6% | — | — | — | — | — | — | — |
| 2025 | +3.1% | −0.9% | −4.2% | +0.2% | +5.7% | +4.0% | +1.0% | +2.8% | +3.3% | +1.9% | +0.7% | +0.4% |
| 2024 | +1.8% | +5.2% | +3.1% | −3.7% | +4.3% | +2.0% | +1.5% | +1.6% | +1.1% | −1.5% | +4.7% | −2.1% |
| 2023 | +6.2% | −1.7% | +1.5% | +0.9% | −0.4% | +5.7% | +2.6% | −1.9% | −3.4% | −1.9% | +7.5% | +4.3% |
| 2022 | −5.3% | −1.8% | +2.4% | −6.4% | +0.1% | −8.0% | +7.1% | −3.1% | −7.9% | +7.1% | +5.4% | −4.5% |
| 2021 | −0.1% | +2.6% | +3.2% | +4.6% | +1.7% | +1.8% | +1.2% | +2.5% | −4.0% | +4.9% | −1.9% | +4.2% |
| 2020 | −1.5% | −6.8% | −14.0% | +11.7% | +5.4% | +2.3% | +4.4% | +4.4% | −2.9% | −2.0% | +9.5% | +4.1% |
| 2019 | — | — | — | — | — | — | — | — | +1.8% | +1.9% | +2.2% | +2.6% |
TIGGX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 11.28%
- 3-year Sharpe ratio: 1.44 (vs 4.5% risk-free rate)
- Best month: +7.70% (Apr 2026)
- Worst month: −5.86% (Mar 2026)
TIGGX Fund Flows
Monthly money in and out of Goldman Sachs Tax-Advantaged Global Equity Portfolio, from SEC Form N-PORT.
- 12-month net flow: $289.5M
- 12-month gross sales (incl. reinvestments): $611.3M
- Sales ÷ redemptions: 1.90×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $25.4M | $17.3M | $8.1M |
| Apr 2026 | $34.8M | $25.2M | $9.6M |
| Mar 2026 | $29.6M | $21.3M | $8.4M |
| Feb 2026 | $37.5M | $23.6M | $14.0M |
| Jan 2026 | $40.4M | $35.7M | $4.7M |
| Dec 2025 | $312.0M | $67.6M | $244.4M |
| Nov 2025 | $20.1M | $28.6M | −$8.5M |
| Oct 2025 | $20.8M | $27.9M | −$7.2M |
| Sep 2025 | $18.6M | $13.6M | $5.0M |
| Aug 2025 | $25.7M | $16.0M | $9.7M |
| Jul 2025 | $24.6M | $17.6M | $7.0M |
| Jun 2025 | $21.7M | $27.2M | −$5.5M |
TIGGX Assets Under Management
Net assets of Goldman Sachs Tax-Advantaged Global Equity Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $6.02B |
| 2026-02-28 | $5.65B |
| 2025-11-30 | $5.44B |
| 2025-08-31 | $5.14B |
| 2025-05-31 | $4.75B |
| 2025-02-28 | $4.71B |
| 2024-11-30 | $4.68B |
| 2024-08-31 | $4.48B |
| 2024-05-31 | $4.28B |
| 2024-02-29 | $4.10B |
| 2023-11-30 | $3.69B |
| 2023-08-31 | $3.65B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.