Performance Comparison
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) | 4.86% | 8.14% | 11.04% | 14.58% | 8.80% | NA | NA | 8.55% |
Data as of 07/25/2025, 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 | 07/25/2025 |
| 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 (%) | 1.43 | 8.14 | 11.04 | 14.58 | 8.80 | NA | NA | 8.55 | 4.86 | 12.09 | 15.05 | -9.75 | 28.14 | 4.81 | 29.59 | -14.43 | 12.64 | 17.01 | -5.23 |
| Sharpe Ratio | NA | 0.24 | 0.41 | 0.65 | 0.35 | NA | NA | 0.33 | 0.26 | 0.55 | 0.70 | -0.48 | 1.55 | 0.11 | 2.17 | -1.03 | 1.27 | 1.06 | -0.48 |
| Standard Deviation(%) | NA | 20.35 | 18.53 | 19.42 | 20.93 | NA | NA | 20.76 | 22.49 | 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 | 7.72 | 6.64 | 8.54 | 5.67 | 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 07/25/2025, 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