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Nasdaq - Delayed Quote USD

American Funds Global Insight A (AGVFX)

22.66
+0.02
+(0.09%)
At close: April 17 at 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.71%
5y Average Return 9.51%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 17, 2025) 18.06%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 18.06%
Worst 3Y Total Return 3.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AGVFX
Category
YTD
0.69%
12.08%
1-Month
-3.62%
0.64%
3-Month
0.69%
6.49%
1-Year
4.27%
38.01%
3-Year
5.86%
12.74%
5-Year
12.00%
12.82%
10-Year
8.19%
9.05%
Last Bull Market
10.00%
18.82%
Last Bear Market
-13.49%
-20.53%

Annual Total Return (%) History

Year
AGVFX
Category
2025
--
--
2024
9.96%
--
2023
18.06%
--
2022
-15.53%
--
2021
13.44%
--
2020
15.52%
12.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.69% -- -- --
2024 6.18% 0.84% 6.21% -3.31%
2023 7.37% 4.37% -5.31% 11.25%
2022 -6.94% -13.49% -7.26% 13.13%
2021 3.09% 5.89% -2.03% 6.07%
2020 -17.91% 17.13% 6.70% 12.60%

Rank in Category (By Total Return)

YTD 30
1-Month 48
3-Month 30
1-Year 63
3-Year 63
5-Year 78

Load Adjusted Returns

1-Year -1.73%
3-Year 3.79%
5-Year 10.68%
10-Year 7.55%

Performance & Risk

YTD Return -2.71%
5y Average Return 9.51%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family American Funds
Net Assets 15.32B
YTD Return 0.69%
Yield 0.87%
Morningstar Rating
Inception Date Nov 08, 2019

Fund Summary

The fund invests primarily in common stocks of issuers around the world that the investment adviser believes have the potential for growth. It normally invests at least 80% of its net assets in equity-type securities. The fund allocates its assets among various countries, including the U.S. (but in no fewer than three countries). It invests significantly the United States (at least 40% of its net assets). The fund may invest up to 10% of its net assets in the securities of issuers based in emerging markets.

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