| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.99% | -7.97% | 15.70% | 32.63% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.67% | 13.19% | 14.52% |
| Negative volatility | 14.04% | 8.97% | 9.36% |
| Sharpe | Neg | 0.27 | 0.41 |
| Sortino | Neg | 0.39 | 0.64 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Global Long-Horizon Equity A2 Cap $ | 29.60% | -13.86% | 9.36% | 16.95% | -2.75% | -0.99% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |