| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.56% | -8.27% | 63.70% | 36.25% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 23.09% | 18.14% | 20.84% |
| Negative volatility | 17.54% | 10.89% | 13.65% |
| Sharpe | Neg | 0.95 | 0.40 |
| Sortino | Neg | 1.58 | 0.62 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF US Growth C2 Cap $ | 25.90% | -37.70% | 45.62% | 35.00% | -2.84% | -3.56% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |