AGVHX vs. SPY

In the year-to-date period, AGVHX achieves a 4.62% return, which is significantly higher than SPY's -3.42% return.

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AGVHX has a 0.47% expense ratio, which is higher than SPY's 0.09% expense ratio.

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

The current AGVHX Sharpe Ratio is 0.57, which is comparable to the SPY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of AGVHX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than SPY's 1.27% yield.

The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AGVHX and SPY. For additional features, visit the drawdowns tool.