Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGVEX (American Funds Global Insight Fund Class F-1) | 5.09% | 16.51% | 14.90% | 7.82% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGVEX (American Funds Global Insight Fund Class F-1) | 11/11/2019 | 06/10/2026 |
| 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 (%) | -3.75 | 16.51 | 14.90 | 7.82 | NA | NA | NA | … | … | 5.09 | 22.38 | 10.05 | 18.12 | -15.53 | 13.51 | 15.57 | 4.37 |
| Sharpe Ratio | NA | 1.19 | 0.95 | 0.38 | NA | NA | NA | … | … | 0.77 | 1.33 | 0.60 | 1.33 | -0.81 | 1.11 | 0.53 | 5.60 |
| Standard Deviation(%) | NA | 13.38 | 13.06 | 14.77 | NA | NA | NA | … | … | 16.93 | 14.68 | 10.70 | 10.97 | 21.12 | 12.14 | 28.85 | 6.47 |
| Draw Down(%) | NA | 10.60 | 14.31 | 25.70 | NA | NA | NA | … | … | 10.60 | 14.31 | 5.88 | 10.20 | 25.70 | 5.75 | 29.75 | 1.71 |
| Yield(%) | 0.00 | 0.87 | 1.11 | 0.96 | 0.98 | 0.65 | 0.49 | … | … | 0.00 | 0.97 | 0.91 | 1.40 | 0.95 | 0.73 | 0.71 | 2.90 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| AGVEX (American Funds Global Insight Fund Class F-1) |
2.97%
Apr 2021 – Apr 2024 |
7.35%
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 |
|---|---|---|---|---|
| AGVEX (American Funds Global Insight Fund Class F-1) |
20.45%
Sep 2022 – Sep 2025 |
12.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart