| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 12.40% | 31.38% | 28.75% | 41.85% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.05% | 16.78% | 18.39% |
| Negative volatility | 11.41% | 10.72% | 11.94% |
| Sharpe | 1.00 | 0.35 | 0.35 |
| Sortino | 1.85 | 0.54 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sustainable Energy A2 Cap $ | 25.39% | -13.27% | 8.84% | -4.51% | 19.39% | 12.40% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |