| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.15% | -9.13% | 11.43% | 24.57% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.65% | 13.18% | 14.51% |
| Negative volatility | 14.25% | 9.16% | 9.54% |
| Sharpe | Neg | 0.17 | 0.32 |
| Sortino | Neg | 0.25 | 0.49 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Global Long-Horizon Equity C2 Cap $ | 28.00% | -14.92% | 8.00% | 15.50% | -3.97% | -1.15% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |