American Funds Global Insight Fund (AGVHX)
The investment seeks to provide prudent growth of capital and conservation of principal. The fund invests primarily in common stocks of issuers around the world that the investment adviser believes have the potential for growth. It normally invests at least 80% of its net assets in equity-type securities. The fund allocates its assets among various countries, including the U.S. (but in no fewer than three countries). It invests significantly in issuers outside the United States (at least 40% of its net assets). The fund may invest up to 10% of its net assets in the securities of issuers based in emerging markets.
Fund Info
| ISIN | US14020E6014 |
|---|---|
| Issuer | American Funds |
| Inception Date | Mar 31, 2011 |
| Category | Global Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
AGVHX features an expense ratio of 0.47%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: AGVHX vs. SPY, AGVHX vs. ^GSPC, AGVHX vs. DGEIX, AGVHX vs. VOO
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.
Returns By Period
American Funds Global Insight Fund had a return of 7.28% year-to-date (YTD) and 11.58% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.28% | 13.78% |
| 1 month | -0.52% | -0.38% |
| 6 months | 7.23% | 11.47% |
| 1 year | 11.58% | 18.82% |
| 5 years (annualized) | N/A | 12.44% |
| 10 years (annualized) | N/A | 10.64% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.05% | 3.40% | 2.75% | -2.98% | 3.62% | 0.39% | 7.28% | ||||||
| 2023 | 6.48% | -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% |
| 2019 | 1.02% | 3.12% | 4.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AGVHX is 50, 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.
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.
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.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $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.
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 3.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.73% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.52% | Jan 5, 2022 | 186 | Sep 30, 2022 | 311 | Dec 27, 2023 | 497 |
| -7.33% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.98% | Sep 3, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -5.68% | Nov 10, 2021 | 15 | Dec 1, 2021 | 22 | Jan 3, 2022 | 37 |
Volatility
Volatility Chart
The current American Funds Global Insight Fund volatility is 3.19%, 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.