| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.38% | 2.80% | 37.42% | 43.62% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.98% | 12.14% | 13.11% |
| Negative volatility | 11.80% | 7.70% | 8.59% |
| Sharpe | 0.07 | 0.72 | 0.56 |
| Sortino | 0.10 | 1.14 | 0.85 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sust. Global Dynamic Equity A2 Cap $ | 24.35% | -14.75% | 12.97% | 21.49% | 6.46% | 0.38% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |