Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBGSX (BRIDGE BUILDER SMALL/MID CAP GROWTH FUND BRIDGE BUILDER SMALL/MID CAP GROWTH FUND) | 1.74% | 10.68% | 9.08% | 7.09% | 9.69% | NA | NA | 9.62% |
Data as of 08/01/2025, AR inception is 04/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBGSX (BRIDGE BUILDER SMALL/MID CAP GROWTH FUND BRIDGE BUILDER SMALL/MID CAP GROWTH FUND) | 04/28/2015 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 10.68 | 9.08 | 7.09 | 9.69 | NA | NA | 9.62 | 1.74 | 14.47 | 20.98 | -29.84 | 16.57 | 34.41 | 29.57 | -2.10 | 21.45 | 11.48 | -5.85 |
| Sharpe Ratio | NA | 0.33 | 0.28 | 0.25 | 0.39 | NA | NA | 0.38 | 0.00 | 0.65 | 1.03 | -1.02 | 0.93 | 0.98 | 1.97 | -0.20 | 2.32 | 0.70 | -0.53 |
| Standard Deviation(%) | NA | 22.66 | 20.42 | 21.50 | 20.98 | NA | NA | 20.79 | 25.58 | 16.65 | 16.98 | 30.63 | 17.81 | 34.70 | 14.30 | 17.72 | 9.01 | 16.06 | 15.97 |
| Draw Down(%) | NA | 26.11 | 26.11 | 37.95 | 37.95 | NA | NA | 37.95 | 24.24 | 10.55 | 14.65 | 34.03 | 10.88 | 35.52 | 7.65 | 22.23 | 4.34 | 15.34 | 13.57 |
| Yield(%) | 0.00 | 0.62 | 0.42 | 6.75 | 6.93 | 4.58 | 3.44 | 6.88 | 0.00 | 0.67 | 0.38 | 0.13 | 18.00 | 14.86 | 5.56 | 5.61 | 1.30 | 0.41 | 0.25 |
Data as of 08/01/2025, AR inception is 04/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGSX (BRIDGE BUILDER SMALL/MID CAP GROWTH FUND BRIDGE BUILDER SMALL/MID CAP GROWTH FUND) |
-3.02%
Oct 2021 - Oct 2024 |
5.41%
Sep 2018 - Sep 2023 |
9.17%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGSX (BRIDGE BUILDER SMALL/MID CAP GROWTH FUND BRIDGE BUILDER SMALL/MID CAP GROWTH FUND) |
26.62%
Dec 2018 - Dec 2021 |
21.44%
Oct 2016 - Oct 2021 |
9.81%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart