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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) 5.21% 7.63% 11.16% 14.48% 8.63% NA NA 8.58%
Data as of 07/23/2025, AR inception is 04/30/2015
More Performance Analytics Comparison
Name Start Date End Date
BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) 04/30/2015 07/23/2025
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 (%) 2.75 7.63 11.16 14.48 8.63 NA NA 8.58 5.21 12.09 15.05 -9.75 28.14 4.81 29.59 -14.43 12.64 17.01 -5.23
Sharpe Ratio NA 0.16 0.47 0.64 0.33 NA NA 0.33 0.14 0.55 0.70 -0.48 1.55 0.11 2.17 -1.03 1.27 1.06 -0.48
Standard Deviation(%) NA 20.39 18.59 19.43 20.93 NA NA 20.77 22.75 15.53 16.53 23.34 18.12 42.71 12.98 15.37 9.46 15.84 15.89
Draw Down(%) NA 22.23 22.23 22.23 43.42 NA NA 43.42 19.73 8.48 13.47 20.41 8.36 43.42 6.89 22.98 4.83 14.44 12.07
Yield(%) 0.00 7.66 6.64 8.47 5.56 3.69 2.77 5.54 0.00 8.42 4.31 6.32 12.79 1.23 3.02 4.08 1.31 0.97 0.64
Data as of 07/23/2025, 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
BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) -6.29%
Mar 2017 - Mar 2020
1.73%
May 2015 - May 2020
7.61%
May 2015 - May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) 21.88%
Mar 2020 - Mar 2023
17.23%
Mar 2020 - Mar 2025
8.15%
Jun 2015 - Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart