Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVBX (American Funds Global Insight Fund Class 529-C) | 8.84% | 20.81% | 15.80% | 8.03% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVBX (American Funds Global Insight Fund Class 529-C) | 11/11/2019 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 20.81 | 15.80 | 8.03 | NA | NA | NA | … | … | 8.84 | 22.21 | 9.20 | 17.16 | -16.17 | 12.60 | 14.77 | 4.37 |
| Sharpe Ratio | NA | 1.50 | 0.99 | 0.37 | NA | NA | NA | … | … | 1.29 | 1.33 | 0.24 | 1.18 | -0.83 | 1.04 | 0.50 | 5.59 |
| Standard Deviation(%) | NA | 13.02 | 12.98 | 14.73 | NA | NA | NA | … | … | 16.58 | 14.77 | 10.74 | 11.00 | 21.14 | 12.14 | 28.87 | 6.50 |
| Draw Down(%) | NA | 10.67 | 14.44 | 26.15 | NA | NA | NA | … | … | 10.67 | 14.44 | 5.94 | 10.38 | 26.15 | 5.76 | 29.78 | 1.71 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 0.16 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 0.00 | 0.08 | 0.57 | 0.21 | 0.00 | 0.33 | 2.90 |
Data as of 06/03/2026, Common starting date is 11/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVBX (American Funds Global Insight Fund Class 529-C) |
2.16%
Apr 2021 – Apr 2024 |
6.51%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVBX (American Funds Global Insight Fund Class 529-C) |
19.51%
Sep 2022 – Sep 2025 |
11.20%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart