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BBTIX: Bridge Builder Tax Managed International Equity Fund (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/12/1997 |
Last Dividend Date: | 12/29/2011 |
12-Mo. Yield | 0.94% |
Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/12/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -19.5 | 6.6 | -8.8 | 0.9 | 0.8 | 0.6 | 4.0 | -20.7 | 6.4 | 21.1 | -43.9 | 11.7 | 24.1 | 9.9 | 16.6 | 24.4 | -18.2 | -21.3 | -18.4 | 38.4 | 11.4 | 2.9 |
Sharpe Ratio | NA | -0.79 | 0.29 | -0.36 | -0.02 | NA | -0.06 | 1.96 | -0.79 | 0.31 | 0.72 | -1.29 | 0.49 | 1.43 | 0.76 | 1.24 | 1.62 | -0.96 | -1.36 | -1.41 | 2.68 | 0.42 | 0.0 |
Draw Down(%) | NA | 30.2 | 30.2 | 61.0 | 61.0 | NA | 61.0 | 2.0 | 30.2 | 19.1 | 28.7 | 52.9 | 13.6 | 15.4 | 7.9 | 7.9 | 17.8 | 26.5 | 33.4 | 24.2 | 9.8 | 26.8 | 12.7 |
Standard Deviation(%) | NA | 24.8 | 23.0 | 26.2 | 21.3 | NA | 19.7 | 7.6 | 26.4 | 20.7 | 29.0 | 34.7 | 17.8 | 14.6 | 10.2 | 12.7 | 14.6 | 20.1 | 17.6 | 16.0 | 13.2 | 19.1 | 12.4 |
Treynor Ratio | NA | -0.23 | 0.07 | -0.11 | 0.0 | NA | -0.01 | 0.72 | -0.22 | 0.07 | 0.22 | -0.56 | 0.09 | 0.2 | 0.08 | 0.19 | 0.24 | -0.19 | -0.24 | -0.22 | 0.36 | 0.08 | 0.0 |
Alpha | NA | -0.05 | -0.02 | -0.02 | -0.02 | NA | -0.01 | 0.03 | -0.04 | -0.01 | -0.03 | -0.06 | 0.0 | 0.0 | -0.01 | 0.0 | -0.04 | -0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.02 |
Beta | NA | 0.86 | 0.92 | 0.87 | 0.89 | NA | 0.9 | 0.21 | 0.93 | 0.91 | 0.97 | 0.8 | 0.97 | 1.03 | 0.92 | 0.84 | 0.99 | 0.99 | 0.99 | 1.01 | 0.98 | 0.95 | 0.72 |
RSquared | NA | 0.86 | 0.88 | 0.89 | 0.89 | NA | 0.89 | 0.19 | 0.94 | 0.88 | 0.92 | 0.91 | 0.84 | 0.89 | 0.84 | 0.81 | 0.9 | 0.94 | 0.94 | 0.86 | 0.91 | 0.93 | 0.85 |
Yield(%) | N/A | 0.9 | 1.4 | 8.6 | 7.7 | 6.2 | N/A | 0.0 | 1.0 | 0.0 | 2.4 | 1.8 | 42.7 | 2.5 | 1.4 | 1.2 | 0.7 | 0.1 | 0.0 | 13.4 | 5.5 | 2.6 | 2.7 |
Dividend Growth(%) | N/A | N/A | -97.2 | 926.9 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -24.5 | -97.3 | 1919.9 | 100.8 | 30.0 | 112.8 | 840.0 | 400.0 | -100.0 | 218.1 | 135.7 | -4.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/1997
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