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American Funds Global Insight Fund (AGVHX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS14020E6014
IssuerAmerican Funds
Inception DateMar 31, 2011
CategoryGlobal Equities
Min. Investment$1,000,000
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The American Funds Global Insight Fund has a high expense ratio of 0.47%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.47%

Share Price Chart


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American Funds Global Insight Fund

Popular comparisons: AGVHX vs. SPY, AGVHX vs. DGEIX, AGVHX vs. VOO, AGVHX vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds Global Insight Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


20.00%30.00%40.00%50.00%60.00%70.00%OctoberNovemberDecember2024FebruaryMarch
47.31%
69.68%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds Global Insight Fund had a return of 6.48% year-to-date (YTD) and 20.60% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date6.48%10.04%
1 month2.47%3.53%
6 months18.99%22.79%
1 year20.60%32.16%
5 years (annualized)N/A13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.05%3.40%
2023-2.28%-4.72%-1.84%8.65%4.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AGVHX
American Funds Global Insight Fund
2.05
^GSPC
S&P 500
2.76

Sharpe Ratio

The current American Funds Global Insight Fund Sharpe ratio is 2.05. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.05
2.76
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Global Insight Fund granted a 1.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.33 per share.


PeriodTTM20232022202120202019
Dividend$0.33$0.33$0.27$0.19$0.15$0.49

Dividend yield

1.43%1.53%1.48%0.86%0.79%2.88%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Global Insight Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15
2019$0.49

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch00
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds Global Insight Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds Global Insight Fund was 29.73%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.73%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25.52%Jan 5, 2022186Sep 30, 2022311Dec 27, 2023497
-7.33%Oct 13, 202014Oct 30, 20206Nov 9, 202020
-5.98%Sep 3, 202015Sep 24, 202012Oct 12, 202027
-5.68%Nov 10, 202115Dec 1, 202122Jan 3, 202237

Volatility

Volatility Chart

The current American Funds Global Insight Fund volatility is 2.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.53%
2.82%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)