AGVHX vs. ^GSPC

Last updated Apr 3, 2026

Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and S&P 500 Index (^GSPC).

AGVHX is managed by American Funds. It was launched on Mar 31, 2011.

Performance

AGVHX vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Global Insight Fund (AGVHX) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

AGVHX vs. ^GSPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AGVHX American Funds Global Insight Fund	-2.25%	22.87%	10.44%	18.56%	-15.20%	13.88%	16.00%	4.16%
^GSPC S&P 500 Index	-3.84%	16.39%	23.31%	24.23%	-19.44%	26.89%	16.26%	4.45%

Returns By Period

In the year-to-date period, AGVHX achieves a -2.25% return, which is significantly higher than ^GSPC's -3.84% return.

AGVHX

• 1D: 1.35%
• 1M: -3.14%
• YTD: -2.25%
• 6M: -0.21%
• 1Y: 18.08%
• 3Y*: 13.53%
• 5Y*: 7.72%
• 10Y*: —

^GSPC

• 1D: 0.11%
• 1M: -3.43%
• YTD: -3.84%
• 6M: -1.98%
• 1Y: 16.08%
• 3Y*: 16.86%
• 5Y*: 10.37%
• 10Y*: 12.29%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AGVHX vs. ^GSPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGVHX

AGVHX Risk / Return Rank: 59
AGVHX Sharpe Ratio Rank: 58
AGVHX Sortino Ratio Rank: 58
AGVHX Omega Ratio Rank: 52
AGVHX Calmar Ratio Rank: 64
AGVHX Martin Ratio Rank: 64

^GSPC

^GSPC Risk / Return Rank: 58
^GSPC Sharpe Ratio Rank: 52
^GSPC Sortino Ratio Rank: 55
^GSPC Omega Ratio Rank: 59
^GSPC Calmar Ratio Rank: 52
^GSPC Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGVHX vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) and S&P 500 Index (^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.

	AGVHX	^GSPC	Difference
Sharpe ratio Return per unit of total volatility	1.22	0.88	+0.33
Sortino ratio Return per unit of downside risk	1.76	1.37	+0.39
Omega ratio Gain probability vs. loss probability	1.24	1.21	+0.04
Calmar ratio Return relative to maximum drawdown	1.81	1.39	+0.42
Martin ratio Return relative to average drawdown	7.52	6.43	+1.08
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGVHX vs. ^GSPC - Sharpe Ratio Comparison

The current AGVHX Sharpe Ratio is 1.22, which is higher than the ^GSPC Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of AGVHX and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AGVHX	^GSPC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.22	0.88	+0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	0.62	-0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.46	+0.12

Correlation

The correlation between AGVHX and ^GSPC is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Drawdowns

AGVHX vs. ^GSPC - Drawdown Comparison

The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AGVHX and ^GSPC.

Drawdown Indicators

	AGVHX	^GSPC	Difference
Max Drawdown Largest 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 (5Y) Largest decline over 5 years	-25.52%	-25.43%	-0.09%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.92%	—
Current Drawdown Current decline from peak	-6.66%	-5.67%	-0.99%
Average Drawdown Average peak-to-trough decline	-5.19%	-10.75%	+5.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	2.62%	-0.08%

Volatility

AGVHX vs. ^GSPC - Volatility Comparison

American Funds Global Insight Fund (AGVHX) has a higher volatility of 6.03% compared to S&P 500 Index (^GSPC) at 5.29%. This indicates that AGVHX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGVHX	^GSPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.03%	5.29%	+0.74%
Volatility (6M) Calculated over the trailing 6-month period	10.06%	9.55%	+0.51%
Volatility (1Y) Calculated over the trailing 1-year period	15.31%	18.33%	-3.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.53%	16.90%	-2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.17%	18.04%	-0.87%