| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 11.63% | 31.85% | 30.60% | 46.16% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.05% | 16.76% | 18.39% |
| Negative volatility | 11.30% | 10.59% | 11.83% |
| Sharpe | 1.04 | 0.39 | 0.39 |
| Sortino | 1.93 | 0.62 | 0.61 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sustainable Energy D2 Cap $ | 26.25% | -12.61% | 9.64% | -3.73% | 20.27% | 11.63% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |