Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGVGX (American Funds Global Insight Fund Class F-2) | 5.22% | 16.81% | 15.21% | 8.10% | 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 |
|---|---|---|
| AGVGX (American Funds Global Insight Fund Class F-2) | 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 (%) | -3.74 | 16.81 | 15.21 | 8.10 | NA | NA | NA | … | … | 5.22 | 22.70 | 10.35 | 18.47 | -15.28 | 13.76 | 15.91 | 4.38 |
| Sharpe Ratio | NA | 1.21 | 0.97 | 0.40 | NA | NA | NA | … | … | 0.78 | 1.35 | 0.63 | 1.36 | -0.80 | 1.13 | 0.54 | 5.60 |
| Standard Deviation(%) | NA | 13.37 | 13.07 | 14.78 | NA | NA | NA | … | … | 16.90 | 14.72 | 10.75 | 11.01 | 21.09 | 12.15 | 28.93 | 6.47 |
| Draw Down(%) | NA | 10.58 | 14.31 | 25.59 | NA | NA | NA | … | … | 10.58 | 14.31 | 5.86 | 10.15 | 25.59 | 5.73 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 1.20 | 1.48 | 1.24 | 1.18 | 0.79 | 0.59 | … | … | 0.00 | 1.33 | 1.34 | 1.67 | 1.16 | 0.90 | 0.87 | 2.91 |
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 |
|---|---|---|---|---|
| AGVGX (American Funds Global Insight Fund Class F-2) |
3.25%
Apr 2021 – Apr 2024 |
7.64%
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 |
|---|---|---|---|---|
| AGVGX (American Funds Global Insight Fund Class F-2) |
20.79%
Sep 2022 – Sep 2025 |
12.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart