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American Funds Global Insight Fund (AGVHX)

Mutual Fund · Currency in USD · Last updated Jun 1, 2023

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

ISINUS14020E6014
IssuerAmerican Funds
Inception DateMar 31, 2011
CategoryGlobal Equities
Minimum Investment$1,000,000
Asset ClassEquity

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.


0.47%
0.00%2.15%

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.


-5.00%0.00%5.00%2023FebruaryMarchAprilMay
4.04%
2.53%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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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.


PeriodReturnBenchmark
1 month-1.79%0.29%
Year-To-Date7.51%8.86%
6 months4.31%2.44%
1 year4.48%1.15%
5 years (annualized)6.60%8.86%
10 years (annualized)6.60%8.86%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.48%-2.71%3.73%1.82%
20229.27%-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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AGVHX
American Funds Global Insight Fund
0.22
^GSPC
S&P 500
0.02

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds Global Insight Fund Sharpe ratio is 0.22. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.502023FebruaryMarchAprilMay
0.22
0.02
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

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.


PeriodTTM2022202120202019
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-20.00%-15.00%-10.00%2023FebruaryMarchAprilMay
-9.33%
-12.86%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)

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, 202027Mar 23, 202099Aug 12, 2020126
-25.52%Jan 5, 2022186Sep 30, 2022
-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 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%2023FebruaryMarchAprilMay
3.01%
3.67%
AGVHX (American Funds Global Insight Fund)
Benchmark (^GSPC)