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BBMUX: BRIDGE BUILDER MUNICIPAL BOND FUND BRIDGE BUILDER MUNICIPAL BOND FUND (MUTUAL FUND)
Basic Info 9.84 0.01(0.10%) May 01
Asset Class: | Muni National Interm |
MyPlanIQ Rating: | (1%) |
Start Date: | 09/22/2015 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.92% |
Expenses | 0.15% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.8 | 3.0 | -0.4 | 1.5 | 2.0 | 6.4 | -7.7 | 2.1 | 4.2 | 7.1 | 1.5 | 4.8 | -0.3 | 1.7 |
Sharpe Ratio | NA | -2.86 | -0.25 | -0.82 | -0.02 | 0.27 | 0.66 | -1.93 | 1.41 | 0.62 | 3.5 | 0.11 | 2.46 | -0.26 | 4.55 |
Draw Down(%) | NA | 1.2 | 3.9 | 12.2 | 12.2 | 12.2 | 4.2 | 11.9 | 1.8 | 10.3 | 1.3 | 1.3 | 1.3 | 4.4 | 0.4 |
Standard Deviation(%) | NA | 2.3 | 3.0 | 3.4 | 4.0 | 3.2 | 3.2 | 4.7 | 1.4 | 6.4 | 1.6 | 1.5 | 1.7 | 1.9 | 1.4 |
Treynor Ratio | NA | -0.07 | -0.01 | -0.03 | 0.0 | 0.01 | 0.45 | -2.64 | 4.47 | 0.72 | -1.45 | 1.1 | -1.01 | 0.15 | -4.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.01 | 0.03 | 0.0 | 0.02 | 0.0 | 0.03 |
Beta | NA | 0.88 | 0.91 | 0.99 | 0.94 | 0.9 | 0.05 | 0.03 | 0.0 | 0.05 | -0.04 | 0.0 | -0.04 | -0.03 | -0.02 |
RSquared | NA | 0.88 | 0.91 | 0.74 | 0.87 | 0.85 | 0.04 | 0.03 | 0.0 | 0.09 | 0.09 | 0.0 | 0.03 | 0.06 | 0.03 |
Yield(%) | N/A | 0.9 | 2.8 | 2.4 | 2.4 | N/A | 2.8 | 2.2 | 2.2 | 2.3 | 2.5 | 2.4 | 2.3 | 1.7 | 0.8 |
Dividend Growth(%) | N/A | -66.7 | 16.7 | N/A | N/A | N/A | 12.5 | 0.0 | 0.0 | -4.0 | 4.2 | 4.3 | 35.3 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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See Muni National Interm Asset Class Trend Rankings |
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