PGVFX vs. GWPFX
PGVFX (Polaris Global Value Fund) and GWPFX (American Funds Global Growth Fund Class R-6) are both Global Equities funds. Over the past 10 years, PGVFX returned 11.05%/yr vs 12.66%/yr for GWPFX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. PGVFX charges 0.99%/yr vs 0.47%/yr for GWPFX.
Performance
PGVFX vs. GWPFX - Performance Comparison
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Returns By Period
In the year-to-date period, PGVFX achieves a 20.95% return, which is significantly higher than GWPFX's 7.32% return. Over the past 10 years, PGVFX has underperformed GWPFX with an annualized return of 11.05%, while GWPFX has yielded a comparatively higher 12.66% annualized return.
PGVFX
- 1D
- 0.38%
- 1M
- 0.65%
- 6M
- 13.01%
- YTD
- 20.95%
- 1Y
- 39.07%
- 3Y*
- 19.16%
- 5Y*
- 10.74%
- 10Y*
- 11.05%
- ALL TIME*
- 8.07%
GWPFX
- 1D
- 2.10%
- 1M
- -2.63%
- 6M
- 5.21%
- YTD
- 7.32%
- 1Y
- 17.53%
- 3Y*
- 17.88%
- 5Y*
- 8.91%
- 10Y*
- 12.66%
- ALL TIME*
- 12.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PGVFX vs. GWPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 20.95% | 27.01% | 5.33% | 14.76% | -12.00% | 15.38% | 6.65% | 22.83% | -12.64% | 20.60% |
GWPFX American Funds Global Growth Fund Class R-6 | 7.32% | 20.46% | 20.08% | 28.78% | -26.99% | 18.56% | 25.39% | 27.19% | -6.61% | 25.09% |
Correlation
The correlation between PGVFX and GWPFX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.75 |
Over the past year, the correlation between PGVFX and GWPFX has dropped to 0.55 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
PGVFX vs. GWPFX — Risk / Return Rank
PGVFX
GWPFX
PGVFX vs. GWPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polaris Global Value Fund (PGVFX) and American Funds Global Growth Fund Class R-6 (GWPFX). 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.
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.
| PGVFX | GWPFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.18 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 1.32 | +2.90 |
| Martin ratioReturn relative to average drawdown | 15.79 | 5.44 | +10.35 |
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Drawdowns
PGVFX vs. GWPFX - Drawdown Comparison
The maximum PGVFX drawdown since its inception was -68.09%, which is greater than GWPFX's maximum drawdown of -52.51%. Use the drawdown chart below to compare losses from any high point for PGVFX and GWPFX.
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Drawdown Indicators
| PGVFX | GWPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.09% | -52.51% | -15.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -11.78% | +3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -12.53% | -19.40% | +6.87% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -34.15% | +6.57% |
Max Drawdown (10Y)Largest decline over 10 years | -41.26% | -52.51% | +11.25% |
Current DrawdownCurrent decline from peak | -0.86% | -3.87% | +3.01% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -5.70% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.84% | -0.50% |
Volatility
PGVFX vs. GWPFX - Volatility Comparison
The current volatility for Polaris Global Value Fund (PGVFX) is 3.42%, while American Funds Global Growth Fund Class R-6 (GWPFX) has a volatility of 4.58%. This indicates that PGVFX experiences smaller price fluctuations and is considered to be less risky than GWPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGVFX | GWPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 4.58% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 12.91% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 15.79% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 18.47% | -4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.63% | 41.64% | -26.01% |
PGVFX vs. GWPFX - Expense Ratio Comparison
PGVFX has a 0.99% expense ratio, which is higher than GWPFX's 0.47% expense ratio.
Dividends
PGVFX vs. GWPFX - Dividend Comparison
PGVFX's dividend yield for the trailing twelve months is around 4.28%, less than GWPFX's 5.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPFX American Funds Global Growth Fund Class R-6 | 5.36% | 5.75% | 5.81% | 1.60% | 9.84% | 3.39% | 3.41% | 5.77% | 6.18% | 3.35% | 4.30% | 4.75% |
PGVFX Polaris Global Value Fund | 4.28% | 5.17% | 5.65% | 1.68% | 3.55% | 4.05% | 1.55% | 3.69% | 3.39% | 1.50% | 1.32% | 1.26% |
Frequently Asked Questions
PGVFX and GWPFX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GWPFX has higher volatility (4.58%) compared to PGVFX (3.42%). In terms of maximum drawdown, PGVFX dropped -68.09% vs GWPFX's -52.51%.
PGVFX currently has the higher Sharpe Ratio (2.97 vs 0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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