- ISIN
- US14020E6014
- Issuer
- American Funds
- Inception Date
- Mar 31, 2011
- Category
- Global Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
AGVHX Performance Chart
American Funds Global Insight Fund (AGVHX) is up 10.7% since the beginning of the year. AGVHX is currently trading at $31 per share. Investors who bought $1,000 worth of AGVHX shares 5 years ago would now be looking at an investment worth $1,594.
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Returns By Period
American Funds Global Insight Fund (AGVHX) has returned 10.70% so far this year and 24.81% over the past 12 months.
American Funds Global Insight Fund
- 1D
- 1.45%
- 1M
- 2.98%
- YTD
- 10.70%
- 6M
- 10.90%
- 1Y
- 24.81%
- 3Y*
- 16.67%
- 5Y*
- 9.78%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AGVHX Monthly Returns History
Based on dividend-adjusted daily data since Nov 8, 2019, AGVHX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.
Historically, 68% of months were positive and 32% 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% | -7.53% | 8.94% | 4.39% | 0.93% | 10.70% | ||||||
| 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 0.31%, beta of 0.79, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since November 08, 2019.
- This fund participated in 88.84% of S&P 500 Index downside but only 81.13% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.31%
- Beta
- 0.79
- R²
- 0.87
- Upside Capture
- 81.13%
- Downside Capture
- 88.84%
Expense Ratio
AGVHX has an expense ratio of 0.47%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AGVHX ranks 44 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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGVHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.78 | -0.48 |
| Martin ratioReturn relative to average drawdown | 10.28 | 12.44 | -2.16 |
Dividends
Dividend History
American Funds Global Insight Fund provided a 1.07% 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 | 1.07% | 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 | $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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -29.73%Mar 2020 | 1mo 9d | 4mo 22d | 6mo 1dFeb 2020 - Aug 2020 |
Bear market2022 | -25.52%Sep 2022 | 8mo 28d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
2025 selloff2025 | -14.29%Apr 2025 | 1mo 18d | 1mo 4d | 2mo 22dFeb 2025 - May 2025 |
2026 correction2026 | -10.56%Mar 2026 | 1mo 2d | 18d | 1mo 20dFeb 2026 - Apr 2026 |
2020 pullback2020 | -7.33%Oct 2020 | 17d | 10d | 27dOct 2020 - Nov 2020 |
Drawdown Indicators
| AGVHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -56.78% | +27.05% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -9.10% | -1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -14.29% | -18.90% | +4.61% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -25.43% | -0.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -10.71% | +5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.03% | +0.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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