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

Fund Info

ISIN

US14020E6014

Inception Date

Mar 31, 2011

Min. Investment

$1,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

AGVHX has an expense ratio of 0.47%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

American Funds Global Insight Fund (AGVHX) returned 9.02% year-to-date (YTD) and 13.62% over the past 12 months.


AGVHX

YTD

9.02%

1M

6.69%

6M

6.72%

1Y

13.62%

3Y*

11.30%

5Y*

11.18%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of AGVHX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.10%0.41%-3.56%1.78%6.25%9.02%
20240.05%3.40%2.75%-2.98%3.62%0.39%2.17%2.85%1.24%-2.70%2.39%-2.87%10.44%
20236.48%-2.71%3.73%1.82%-1.74%4.46%1.84%-2.28%-4.72%-1.84%8.65%4.41%18.57%
2022-5.00%-2.63%0.69%-7.13%0.89%-7.56%6.54%-4.76%-8.50%6.80%9.27%-2.98%-15.20%
2021-1.49%2.92%1.77%3.68%2.45%-0.19%0.61%1.21%-3.78%4.70%-3.89%5.59%13.88%
2020-0.89%-6.80%-11.07%9.28%4.87%2.32%4.23%4.59%-2.03%-3.45%11.96%4.29%16.00%
20191.02%1.75%2.79%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AGVHX is 68, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AGVHX is 6868
Overall Rank
The Sharpe Ratio Rank of AGVHX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of AGVHX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AGVHX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AGVHX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of AGVHX is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds Global Insight Fund Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 0.90
  • 5-Year: 0.74
  • All Time: 0.52

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds Global Insight Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

American Funds Global Insight Fund provided a 1.17% dividend yield over the last twelve months, with an annual payout of $0.30 per share.


1.00%1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.40$0.50201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.30$0.30$0.33$0.27$0.19$0.15$0.49

Dividend yield

1.17%1.27%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30$0.30
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$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$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$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$0.15
2019$0.49$0.49

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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.

The current American Funds Global Insight Fund drawdown is 0.27%.


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
-14.29%Feb 19, 202535Apr 8, 202523May 12, 202558
-7.33%Oct 13, 202014Oct 30, 20206Nov 9, 202020
-5.98%Sep 3, 202015Sep 24, 202012Oct 12, 202027
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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