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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.
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Returns By Period
American Funds Global Insight Fund (AGVHX) has returned -6.34% so far this year and 14.15% over the past 12 months.
American Funds Global Insight Fund
- 1D
- -0.34%
- 1M
- -10.20%
- YTD
- -6.34%
- 6M
- -3.42%
- 1Y
- 14.15%
- 3Y*
- 11.93%
- 5Y*
- 7.12%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 8, 2019, AGVHX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.0%, while the worst month was Mar 2020 at -11.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AGVHX closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +7.2%, while the worst single day was Mar 16, 2020 at -10.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.64% | 1.61% | -10.20% | -6.34% | |||||||||
| 2025 | 4.10% | 0.41% | -3.56% | 1.78% | 6.29% | 4.00% | 0.08% | 1.88% | 3.03% | 1.58% | 1.10% | 0.41% | 22.87% |
| 2024 | 0.05% | 3.40% | 2.75% | -2.98% | 3.62% | 0.39% | 2.17% | 2.85% | 1.24% | -2.70% | 2.39% | -2.88% | 10.44% |
| 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% |
Benchmark Metrics
American Funds Global Insight Fund has an annualized alpha of -0.13%, beta of 0.78, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since November 11, 2019.
- This fund participated in 90.54% of S&P 500 Index downside but only 81.24% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -0.13%
- Beta
- 0.78
- R²
- 0.87
- Upside Capture
- 81.24%
- Downside Capture
- 90.54%
Expense Ratio
AGVHX has an expense ratio of 0.47%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AGVHX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and compare them to a chosen benchmark (S&P 500 Index).
| AGVHX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.90 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.39 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 1.40 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.05 | 6.61 | -1.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AGVHX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
American Funds Global Insight Fund provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.34 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.30 | $0.33 | $0.27 | $0.19 | $0.15 | $0.49 |
Dividend yield | 1.26% | 1.18% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 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 |
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 10.56%.
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 | 311 | Dec 27, 2023 | 497 |
| -14.29% | Feb 19, 2025 | 35 | Apr 8, 2025 | 23 | May 12, 2025 | 58 |
| -10.56% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -7.33% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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