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Goldman Sachs Tax-Advntgd Gbl Eq A (TAGGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.58+0.11 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.65%
5-year average return10.67%
Number of years up11
Number of years down4
Best 1-yr total return (4 Jul 2024)27.58%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.58%
Worst 3-yr total return3.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTAGGXCategory
YTD12.87%12.08%
1-month2.07%0.64%
3-month2.41%6.49%
1-year20.33%38.01%
3-year6.67%12.74%
5-year10.63%12.82%
10-year7.73%9.05%
Last bull market23.39%18.82%
Last bear market-13.88%-20.53%

Annual total return (%) history

Year
TAGGXCategory
2024
N/AN/A
2023
19.83%N/A
2022
-15.66%N/A
2021
21.76%N/A
2020
11.83%12.96%
2019
20.81%25.26%
2018
-9.97%-10.06%
2017
18.61%22.28%
2016
7.67%6.93%
2015
-1.04%-0.92%
2014
5.38%3.67%
2013
27.58%24.08%
2012
17.37%14.39%
2011
-3.45%-7.19%
2010
13.01%14.49%
2009
26.23%34.45%
2008
N/A-41.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.21%2.41%N/AN/A
20235.87%6.17%-2.90%9.80%
2022-4.84%-13.88%-4.36%7.61%
20215.75%8.21%-0.57%7.01%
2020-21.07%20.06%5.78%11.57%
201911.30%1.75%-0.06%6.74%
2018-0.96%2.06%3.66%-14.08%
20175.62%2.55%4.77%4.52%
2016-2.00%1.88%4.41%3.28%
20153.34%-0.15%-8.50%4.82%
20141.99%4.76%-2.53%1.19%
20138.12%0.92%7.71%8.56%
201212.87%-4.74%6.04%2.95%
20114.55%1.86%-16.46%8.53%
20104.33%-11.76%12.16%9.45%
2009-12.24%17.52%16.79%4.80%
2008-11.54%-19.22%N/AN/A

Rank in category (by total return)

YTD15
1-month17
3-month31
1-year21
3-year18
5-year34

Load adjusted returns

1-year13.72%
3-year4.68%
5-year9.38%
10-year7.12%