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Goldman Sachs Tax-Advntgd Gbl Eq Instl (TIGGX)

26.15 +0.21 (+0.81%)
As of 10:56 AM EST. Market Open.

Fund Summary

The fund seeks to achieve its investment objective by investing in securities or instruments and a combination of underlying funds that currently exist or that may become available for investment in the future. The advisor intends to invest at least 80% of its net assets plus any borrowings for investment purposes in underlying equity funds and equity securities with a blend of domestic large cap, small cap and international exposure to seek capital appreciation.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.06%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 20.09%
5y Average Return 11.72%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TIGGXCategory AverageTIGGXCategory AverageTIGGXCategory Average
Alpha 0.97 -0.01 0.77 -0.01 0.11 -0
BETA 0.88 0.01 0.91 0.01 0.91 0.01
Mean Annual Return 0.61 0.01 0.99 0.01 0.77 0.01
R-squared 96.62 0.95 96.95 0.93 96.42 0.91
Standard Deviation 14.72 0.18 16.03 0.15 13.72 0.15
Sharpe Ratio 0.23 0.01 0.59 0.01 0.54 0.01
Treynor Ratio 2.79 0.12 9.56 0.12 7.45 0.09

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