Nasdaq - Delayed Quote USD
Goldman Sachs Tax-Advntgd Gbl Eq R6 (TRGGX)
22.87
-0.67
(-2.85%)
As of 8:07:16 AM EDT. 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 | 22.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -5.08% |
| 5y Average Return | 13.33% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TRGGX | Category Average | TRGGX | Category Average | TRGGX | Category Average | |
| Alpha | 0.74 | -0.01 | 1.44 | -0.01 | -0.06 | -0 |
| BETA | 0.88 | 0.01 | 0.89 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.69 | 0.01 | 1.3 | 0.01 | 0.74 | 0.01 |
| R-squared | 96.47 | 0.95 | 96.56 | 0.93 | 96.45 | 0.91 |
| Standard Deviation | 14.64 | 0.18 | 14.4 | 0.15 | 13.81 | 0.15 |
| Sharpe Ratio | 0.26 | 0.01 | 0.88 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 3.31 | 0.12 | 14.26 | 0.12 | 6.84 | 0.09 |
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