| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 12.34% | 30.78% | 26.90% | 38.42% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.03% | 16.77% | 18.38% |
| Negative volatility | 11.47% | 10.80% | 12.01% |
| Sharpe | 0.98 | 0.32 | 0.32 |
| Sortino | 1.80 | 0.49 | 0.50 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BGF Sustainable Energy E2 Cap $ | 24.75% | -13.72% | 8.33% | -4.97% | 18.79% | 12.34% | |
| Equity Sector - Alternative Energy | -14.67% | -28.43% | -19.02% | -22.64% | 24.36% | 12.91% | |