| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.22% | 1.52% | 32.35% | 34.93% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.96% | 12.13% | 13.09% |
| Negative volatility | 11.98% | 7.87% | 8.75% |
| Sharpe | Neg | 0.62 | 0.46 |
| Sortino | Neg | 0.95 | 0.69 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sust. Global Dynamic Equity C2 Cap $ | 22.80% | -15.81% | 11.55% | 19.97% | 5.15% | 0.22% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |