| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.06% | -8.44% | 13.96% | 29.31% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.65% | 13.18% | 14.52% |
| Negative volatility | 14.12% | 9.05% | 9.43% |
| Sharpe | Neg | 0.23 | 0.38 |
| Sortino | Neg | 0.33 | 0.58 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Global Long-Horizon Equity E2 Cap $ | 28.95% | -14.28% | 8.82% | 16.38% | -3.25% | -1.06% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |