Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGVYX (American Funds Global Insight Fund Class 529-A) | 9.20% | 21.78% | 16.72% | 8.89% | 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 |
|---|---|---|
| CGVYX (American Funds Global Insight Fund Class 529-A) | 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 | 21.78 | 16.72 | 8.89 | NA | NA | NA | … | … | 9.20 | 22.39 | 10.07 | 18.12 | -15.52 | 13.57 | 15.45 | 4.37 |
| Sharpe Ratio | NA | 1.58 | 1.06 | 0.43 | NA | NA | NA | … | … | 1.35 | 1.33 | 0.60 | 1.33 | -0.80 | 1.12 | 0.52 | 5.57 |
| Standard Deviation(%) | NA | 13.02 | 12.98 | 14.72 | NA | NA | NA | … | … | 16.58 | 14.73 | 10.70 | 10.97 | 21.15 | 12.13 | 28.90 | 6.50 |
| Draw Down(%) | NA | 10.58 | 14.32 | 25.77 | NA | NA | NA | … | … | 10.58 | 14.32 | 5.88 | 10.19 | 25.77 | 5.74 | 29.75 | 1.71 |
| Yield(%) | 0.00 | 0.96 | 1.20 | 1.02 | 0.99 | 0.66 | 0.50 | … | … | 0.00 | 1.05 | 1.03 | 1.41 | 0.95 | 0.74 | 0.60 | 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 |
|---|---|---|---|---|
| CGVYX (American Funds Global Insight Fund Class 529-A) |
2.97%
Apr 2021 – Apr 2024 |
7.36%
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 |
|---|---|---|---|---|
| CGVYX (American Funds Global Insight Fund Class 529-A) |
20.48%
Sep 2022 – Sep 2025 |
12.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart