Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BBVLX (BRIDGE BUILDER LARGE CAP VALUE FUND BRIDGE BUILDER LARGE CAP VALUE FUND) | 5.80% | 10.93% | 12.51% | 14.90% | 10.95% | NA | NA | 10.69% |
Data as of 07/24/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BBVLX (BRIDGE BUILDER LARGE CAP VALUE FUND BRIDGE BUILDER LARGE CAP VALUE FUND) | 04/30/2015 | 07/24/2025 |
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 (%) | 0.67 | 10.93 | 12.51 | 14.90 | 10.95 | NA | NA | 10.69 | 5.80 | 14.51 | 13.84 | -5.33 | 26.23 | 9.58 | 28.47 | -8.14 | 17.19 | 15.66 | -4.43 |
Sharpe Ratio | NA | 0.34 | 0.70 | 0.82 | 0.52 | NA | NA | 0.51 | 0.33 | 1.08 | 0.84 | -0.34 | 1.91 | 0.25 | 2.29 | -0.62 | 2.44 | 1.11 | -0.42 |
Standard Deviation(%) | NA | 15.81 | 14.48 | 15.31 | 17.67 | NA | NA | 17.55 | 18.84 | 10.08 | 12.25 | 20.17 | 13.75 | 36.47 | 11.77 | 15.30 | 6.79 | 13.89 | 15.71 |
Draw Down(%) | NA | 15.22 | 15.22 | 18.24 | 38.48 | NA | NA | 38.48 | 14.05 | 6.40 | 9.95 | 18.24 | 6.74 | 38.48 | 5.90 | 19.14 | 2.93 | 9.48 | 12.82 |
Yield(%) | 0.00 | 7.69 | 7.56 | 8.30 | 6.55 | 4.27 | 3.20 | 6.41 | 0.51 | 8.82 | 5.53 | 7.87 | 8.47 | 1.73 | 2.27 | 3.05 | 2.53 | 1.93 | 1.19 |
Data as of 07/24/2025, AR inception is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BBVLX (BRIDGE BUILDER LARGE CAP VALUE FUND BRIDGE BUILDER LARGE CAP VALUE FUND) |
-0.83%
Mar 2017 - Mar 2020 |
5.53%
May 2015 - May 2020 |
10.12%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BBVLX (BRIDGE BUILDER LARGE CAP VALUE FUND BRIDGE BUILDER LARGE CAP VALUE FUND) |
21.70%
Mar 2020 - Mar 2023 |
18.42%
Mar 2020 - Mar 2025 |
10.68%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart