Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVHX (American Funds Global Insight Fund Class 529-F-3) | 9.79% | 22.26% | 17.23% | 9.13% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGVHX (American Funds Global Insight Fund Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 22.26 | 17.23 | 9.13 | NA | NA | NA | … | … | 9.79 | 22.77 | 10.43 | 18.46 | -15.27 | 13.83 | 15.54 |
| Sharpe Ratio | NA | 1.61 | 1.09 | 0.45 | NA | NA | NA | … | … | 1.38 | 1.36 | 0.64 | 1.36 | -0.79 | 1.14 | 11.50 |
| Standard Deviation(%) | NA | 12.99 | 12.96 | 14.71 | NA | NA | NA | … | … | 16.56 | 14.68 | 10.72 | 10.97 | 21.10 | 12.11 | 12.43 |
| Draw Down(%) | NA | 10.57 | 14.27 | 25.53 | NA | NA | NA | … | … | 10.57 | 14.27 | 5.87 | 10.18 | 25.53 | 5.70 | 1.45 |
| Yield(%) | 0.00 | 1.26 | 1.54 | 1.28 | 0.90 | 0.60 | 0.45 | … | … | 0.00 | 1.39 | 1.35 | 1.73 | 1.18 | 0.92 | 0.93 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CGVHX (American Funds Global Insight Fund Class 529-F-3) |
3.28%
Apr 2021 – Apr 2024 |
7.69%
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 |
|---|---|---|---|---|
| CGVHX (American Funds Global Insight Fund Class 529-F-3) |
20.82%
Sep 2022 – Sep 2025 |
10.05%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart