| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 12.18% | 29.71% | 23.98% | 33.21% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 20.98% | 16.74% | 18.39% |
| Negative volatility | 11.58% | 10.91% | 12.15% |
| Sharpe | 0.94 | 0.27 | 0.28 |
| Sortino | 1.71 | 0.42 | 0.43 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sustainable Energy C2 Cap $ | 23.81% | -14.40% | 7.52% | -5.66% | 17.93% | 12.18% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |