Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVFX (American Funds Global Insight Fund Class 529-F-1) | 9.73% | 22.08% | 17.09% | 8.99% | 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 |
|---|---|---|
| CGVFX (American Funds Global Insight Fund Class 529-F-1) | 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 (%) | 0.48 | 22.08 | 17.09 | 8.99 | NA | NA | NA | … | … | 9.73 | 22.16 | 10.27 | 18.31 | -15.33 | 13.65 | 15.83 | 4.37 |
| Sharpe Ratio | NA | 1.59 | 1.07 | 0.44 | NA | NA | NA | … | … | 1.37 | 1.32 | 0.34 | 1.28 | -0.79 | 1.12 | 0.54 | 5.62 |
| Standard Deviation(%) | NA | 13.04 | 13.00 | 14.73 | NA | NA | NA | … | … | 16.59 | 14.84 | 10.71 | 11.04 | 21.12 | 12.12 | 28.87 | 6.47 |
| Draw Down(%) | NA | 10.60 | 14.30 | 25.62 | NA | NA | NA | … | … | 10.60 | 14.30 | 5.90 | 10.20 | 25.62 | 5.73 | 29.75 | 1.71 |
| Yield(%) | 0.00 | 1.13 | 1.39 | 1.15 | 1.10 | 0.74 | 0.55 | … | … | 0.00 | 1.24 | 1.22 | 1.59 | 1.06 | 0.80 | 0.74 | 2.90 |
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 |
|---|---|---|---|---|
| CGVFX (American Funds Global Insight Fund Class 529-F-1) |
3.16%
Apr 2021 – Apr 2024 |
7.55%
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 |
|---|---|---|---|---|
| CGVFX (American Funds Global Insight Fund Class 529-F-1) |
20.69%
Sep 2022 – Sep 2025 |
12.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart