Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGVFX (American Funds Global Insight Fund Class A) | 8.00% | 18.94% | 15.92% | 8.26% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGVFX (American Funds Global Insight Fund Class A) | 11/11/2019 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 18.94 | 15.92 | 8.26 | NA | NA | NA | … | … | 8.00 | 22.38 | 9.96 | 18.06 | -15.52 | 13.43 | 15.52 | 4.38 |
| Sharpe Ratio | NA | 1.18 | 0.96 | 0.39 | NA | NA | NA | … | … | 0.94 | 1.33 | 0.59 | 1.32 | -0.80 | 1.11 | 0.53 | 5.58 |
| Standard Deviation(%) | NA | 13.78 | 13.19 | 14.85 | NA | NA | NA | … | … | 17.29 | 14.70 | 10.71 | 10.98 | 21.14 | 12.11 | 28.92 | 6.50 |
| Draw Down(%) | NA | 10.58 | 14.36 | 25.74 | NA | NA | NA | … | … | 10.58 | 14.36 | 5.88 | 10.24 | 25.74 | 5.75 | 29.75 | 1.71 |
| Yield(%) | 0.00 | 0.93 | 1.15 | 0.95 | 0.97 | 0.65 | 0.49 | … | … | 0.00 | 1.04 | 0.96 | 1.35 | 0.92 | 0.66 | 0.67 | 2.91 |
Data as of 06/12/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGVFX (American Funds Global Insight Fund Class A) |
2.92%
Apr 2021 – Apr 2024 |
7.31%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGVFX (American Funds Global Insight Fund Class A) |
20.41%
Sep 2022 – Sep 2025 |
12.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart