Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVGX (American Funds Global Insight Fund) | 8.14% | 19.27% | 16.24% | 8.56% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVGX (American Funds Global Insight Fund) | 11/02/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 19.27 | 16.24 | 8.56 | NA | NA | NA | … | … | 8.14 | 22.71 | 10.31 | 18.39 | -15.31 | 13.68 | 15.54 |
| Sharpe Ratio | NA | 1.21 | 0.98 | 0.41 | NA | NA | NA | … | … | 0.96 | 1.36 | 0.62 | 1.35 | -0.79 | 1.13 | 11.48 |
| Standard Deviation(%) | NA | 13.79 | 13.19 | 14.86 | NA | NA | NA | … | … | 17.33 | 14.68 | 10.72 | 10.99 | 21.17 | 12.07 | 12.45 |
| Draw Down(%) | NA | 10.57 | 14.31 | 25.61 | NA | NA | NA | … | … | 10.57 | 14.31 | 5.88 | 10.18 | 25.61 | 5.74 | 1.50 |
| Yield(%) | 0.00 | 1.18 | 1.45 | 1.21 | 0.85 | 0.57 | 0.42 | … | … | 0.00 | 1.31 | 1.28 | 1.66 | 1.14 | 0.88 | 0.81 |
Data as of 06/12/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGVGX (American Funds Global Insight Fund) |
3.20%
Apr 2021 – Apr 2024 |
7.60%
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 |
|---|---|---|---|---|
| CGVGX (American Funds Global Insight Fund) |
20.75%
Sep 2022 – Sep 2025 |
9.96%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart