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 |
| Minimum Investment | $1,000,000 |
| Asset Class | Equity |
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.
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: AGVHX vs. SPY
Return
American Funds Global Insight Fund had a return of 7.51% year-to-date (YTD) and 4.48% in the last 12 months. Over the past 10 years, American Funds Global Insight Fund had an annualized return of 6.60%, while the S&P 500 had an annualized return of 8.86%, indicating that American Funds Global Insight Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.79% | 0.29% |
| Year-To-Date | 7.51% | 8.86% |
| 6 months | 4.31% | 2.44% |
| 1 year | 4.48% | 1.15% |
| 5 years (annualized) | 6.60% | 8.86% |
| 10 years (annualized) | 6.60% | 8.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.48% | -2.71% | 3.73% | 1.82% | ||||||||
| 2022 | 9.27% | -2.98% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 0.22 | ||||
^GSPC S&P 500 | 0.02 |
Dividend History
American Funds Global Insight Fund granted a 1.37% dividend yield in the last twelve months. The annual payout for that period amounted to $0.27 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.19 | $0.15 | $0.49 |
Dividend yield | 1.37% | 1.48% | 0.87% | 0.81% | 2.97% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the American Funds Global Insight Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the American Funds Global Insight Fund is 29.73%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.73% | Feb 13, 2020 | 27 | Mar 23, 2020 | 99 | Aug 12, 2020 | 126 |
| -25.52% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -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 Chart
The current American Funds Global Insight Fund volatility is 3.01%, 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.