GSWO ETF Analysis: Goldman Sachs Trust | BATS

Global Large-Stock Blend | BATS, USA | Market Cap: 1.797m USD | 12M Return: 17.2% | US38149W7395 | Charts, Fundamentals & Technical Analysis

Global Equities, Value Stocks, Momentum Stocks, Low Volatility
Total Rating 56
Safety 50
Buy Signal -0.15
Global Large-Stock Blend
Category Rotation: +4.8
TER: 0.15%
AUM: 1.80B
Avg Turnover: 4.29M
Risk 3d forecast
Volatility11.0%
VaR 5th Pctl2.09%
VaR vs Median5.09%
Reward TTM
Sharpe Ratio1.03
Rel. Str. IBD47
Rel. Str. Peer Group43.3
Character TTM
Beta0.629
Beta Downside0.562
Hurst Exponent0.486
Drawdowns 3y
Max DD9.97%
CAGR/Max DD1.96
CAGR/Mean DD15.97

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.4 years of data

Jan +0.1% 30
Feb +0.4% 14
Mar -0.9% 0
Apr +0.5% 0
May +1.5% 26
Jun +0.0% 0
Jul -0.9% 24
Aug +0.8% 14
Sep -1.5% 36
Oct -2.3% 43
Nov +1.7% 39
Dec -1.4% 12

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: GSWO Goldman Sachs Trust

The Goldman Sachs ActiveBeta World Equity ETF (GSWO) is a U.S.-domiciled exchange traded fund launched on March 15, 2022, and managed by Goldman Sachs Asset Management, L.P. The fund provides exposure to public equity markets across the global developed region, holding stocks of companies across diversified sectors and market capitalizations.

GSWO employs a factor-based (or smart beta) investment approach, selecting stocks based on three characteristics: value, momentum, and lower volatility. The fund seeks to track the performance of the Goldman Sachs ActiveBeta World Low Vol Plus Equity Index using a full replication technique, meaning it holds all securities in the index at their benchmark weights. As a passively managed ETF, it offers investors a rules-based method of accessing global developed-market equities outside the traditional market-capitalization-weighted framework.

Headlines to Watch Out For
  • Global developed equities rally as central banks pivot to rate cuts
  • US dollar weakness boosts international developed market returns
  • ETF fee competition pressures margins in low-vol factor category
What is the price of GSWO shares?

As of August 21, 2026, the stock is trading at USD 65.07 with a total of 81,249 shares traded. Over the past week, the price has changed by -1.80%, over one month by +3.39%, over three months by +4.13% and over the past year by +17.18%.

Current recommended Stop Loss: 63.60 (which is 2.3% or 2.4 ATR below the current price).

Is GSWO a buy, sell or hold?

Goldman Sachs Trust has no consensus analysts rating.