Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVEX (American Funds Global Insight Fund Class 529-E) | 9.52% | 21.58% | 16.61% | 8.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVEX (American Funds Global Insight Fund Class 529-E) | 11/11/2019 | 06/04/2026 |
| 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 (%) | 0.45 | 21.58 | 16.61 | 8.56 | NA | NA | NA | … | … | 9.52 | 22.02 | 9.82 | 17.83 | -15.68 | 13.30 | 15.35 | 4.38 |
| Sharpe Ratio | NA | 1.56 | 1.04 | 0.41 | NA | NA | NA | … | … | 1.33 | 1.32 | 0.30 | 1.25 | -0.81 | 1.09 | 0.52 | 5.60 |
| Standard Deviation(%) | NA | 13.02 | 12.97 | 14.72 | NA | NA | NA | … | … | 16.58 | 14.78 | 10.72 | 10.96 | 21.10 | 12.19 | 28.92 | 6.50 |
| Draw Down(%) | NA | 10.62 | 14.36 | 25.85 | NA | NA | NA | … | … | 10.62 | 14.36 | 5.93 | 10.26 | 25.85 | 5.72 | 29.77 | 1.71 |
| Yield(%) | 0.00 | 0.82 | 0.93 | 0.78 | 0.85 | 0.57 | 0.42 | … | … | 0.00 | 0.91 | 0.77 | 1.01 | 0.77 | 0.52 | 0.61 | 2.91 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CGVEX (American Funds Global Insight Fund Class 529-E) |
2.74%
Apr 2021 – Apr 2024 |
7.13%
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 |
|---|---|---|---|---|
| CGVEX (American Funds Global Insight Fund Class 529-E) |
20.20%
Sep 2022 – Sep 2025 |
11.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart