Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGVHX (American Funds Global Insight Fund Class F-3) | 5.28% | 16.95% | 15.34% | 8.23% | 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 |
|---|---|---|
| AGVHX (American Funds Global Insight Fund Class F-3) | 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 (%) | -3.73 | 16.95 | 15.34 | 8.23 | NA | NA | NA | … | … | 5.28 | 22.19 | 10.44 | 18.57 | -15.20 | 13.88 | 16.00 | 2.98 |
| Sharpe Ratio | NA | 1.22 | 0.98 | 0.41 | NA | NA | NA | … | … | 0.79 | 1.33 | 0.36 | 1.31 | -0.79 | 1.14 | 0.54 | 3.40 |
| Standard Deviation(%) | NA | 13.39 | 13.08 | 14.79 | NA | NA | NA | … | … | 16.92 | 14.84 | 10.74 | 11.02 | 21.13 | 12.11 | 28.84 | 6.87 |
| Draw Down(%) | NA | 10.56 | 14.29 | 25.52 | NA | NA | NA | … | … | 10.56 | 14.29 | 5.89 | 10.18 | 25.52 | 5.68 | 29.73 | 1.71 |
| Yield(%) | 0.00 | 1.29 | 1.58 | 1.32 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 1.43 | 1.40 | 1.78 | 1.23 | 0.97 | 0.90 | 1.59 |
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 |
|---|---|---|---|---|
| AGVHX (American Funds Global Insight Fund Class F-3) |
3.34%
Apr 2021 – Apr 2024 |
7.75%
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 |
|---|---|---|---|---|
| AGVHX (American Funds Global Insight Fund Class F-3) |
20.89%
Sep 2022 – Sep 2025 |
12.48%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart