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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

AGVHX has a high expense ratio of 0.47%, indicating higher-than-average management fees.


Expense ratio chart for AGVHX: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%

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.


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.


0.00%5.00%10.00%15.00%2024FebruaryMarchAprilMayJune
10.21%
15.76%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds Global Insight Fund had a return of 7.32% year-to-date (YTD) and 15.26% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date7.32%12.69%
1 month0.52%2.92%
6 months10.20%15.76%
1 year15.26%23.89%
5 years (annualized)N/A13.23%
10 years (annualized)N/A10.77%

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
20240.05%3.40%2.75%-2.98%3.62%7.32%
20236.48%-2.71%3.73%1.82%-1.74%4.46%1.84%-2.28%-4.72%-1.84%8.65%4.41%18.56%
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%5.58%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%3.12%4.16%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AGVHX is 65, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AGVHX is 6565
AGVHX (American Funds Global Insight Fund)
The Sharpe Ratio Rank of AGVHX is 6464Sharpe Ratio Rank
The Sortino Ratio Rank of AGVHX is 6464Sortino Ratio Rank
The Omega Ratio Rank of AGVHX is 6262Omega Ratio Rank
The Calmar Ratio Rank of AGVHX is 7272Calmar Ratio Rank
The Martin Ratio Rank of AGVHX is 6363Martin 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.


AGVHX
Sharpe ratio
The chart of Sharpe ratio for AGVHX, currently valued at 1.61, compared to the broader market-1.000.001.002.003.004.001.61
Sortino ratio
The chart of Sortino ratio for AGVHX, currently valued at 2.34, compared to the broader market0.005.0010.002.34
Omega ratio
The chart of Omega ratio for AGVHX, currently valued at 1.29, compared to the broader market1.002.003.004.001.29
Calmar ratio
The chart of Calmar ratio for AGVHX, currently valued at 1.22, compared to the broader market0.005.0010.0015.001.22
Martin ratio
The chart of Martin ratio for AGVHX, currently valued at 5.08, compared to the broader market0.0020.0040.0060.0080.005.08
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-1.000.001.002.003.004.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market0.005.0010.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market1.002.003.004.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.005.0010.0015.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.30, compared to the broader market0.0020.0040.0060.0080.008.30

Sharpe Ratio

The current American Funds Global Insight Fund Sharpe ratio is 1.61. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds Global Insight Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.002024FebruaryMarchAprilMayJune
1.61
2.21
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Global Insight Fund granted a 1.42% 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

1.42%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
2024$0.00$0.00$0.00$0.00$0.00$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$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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%2024FebruaryMarchAprilMayJune
-0.99%
0
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.

The current American Funds Global Insight Fund drawdown is 0.99%.


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 2.51%, 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.


2.00%2.50%3.00%3.50%4.00%2024FebruaryMarchAprilMayJune
2.51%
2.41%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)