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Bridge Builder Tax Managed International Equity Fund BBTIX
4.47 0.00 (0.00%) Apr 12, 2012

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.05
Ex-Dividend Date Dec 29, 2011
Annualized Return (3Y) 6.45%
Annualized Return (5Y) -8.77%
Annualized Return (10Y) 0.86%
Annualized Return (15Y) 0.84%
Close 4.47
Previous Close 4.47
Worst 3Y Roll AR -21.71%
Worst 5Y Roll AR -9.29%
Worst 10Y Roll AR -3.22%
Worst 15Y Roll AR -0.13%
Inception Date Mar 12, 1997
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Dividends


Bridge Builder Tax Managed International Equity Fund (BBTIX) Dividend Information

Bridge Builder Tax Managed International Equity Fund (BBTIX) dividend growth in the last 12 months is

The trailing 12-month yield of Bridge Builder Tax Managed International Equity Fund is 0.94%. its dividend history:

Pay Date Cash Amount
Dec 29, 2011 $0.053
Dec 30, 2009 $0.108
Dec 31, 2008 $0.121
Mar 31, 2008 $0.022
Dec 31, 2007 $0.005
Dec 12, 2007 $0.747
Aug 31, 2007 $4.5
Jun 29, 2007 $0.02
Dec 29, 2006 $0.066
Dec 13, 2006 $0.021

Dividend Growth History for Bridge Builder Tax Managed International Equity Fund (BBTIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2011
2011 $0.053 0.95% - -
2009 $0.108 2.44% -24.48% -29.95%
2008 $0.143 1.79% -97.29% -28.17%
2007 $5.272 42.65% 1,919.92% -68.34%
2006 $0.261 2.51% 100.77% -27.30%
2005 $0.13 1.40% 30.00% -13.89%
2004 $0.1 1.23% 112.77% -8.67%
2003 $0.047 0.71% 840.00% 1.51%
2002 $0.005 0.06% 400.00% 29.99%
2001 $0.001 0.01% -99.95% 48.74%
2000 $2.017 13.36% 218.14% -28.17%
1999 $0.634 5.48% 135.69% -18.68%
1998 $0.269 2.57% -4.61% -11.75%
1997 $0.282 2.71% - -11.25%

Dividend Growth Chart for Bridge Builder Tax Managed International Equity Fund (BBTIX)

Bridge Builder Tax Managed International Equity Fund (BBTIX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


Bridge Builder Tax Managed International Equity Fund (BBTIX) Historical Returns And Risk Info

From 03/12/1997 to 04/12/2012, the compound annualized total return (dividend reinvested) of Bridge Builder Tax Managed International Equity Fund (BBTIX) is 0.615%. Its cumulative total return (dividend reinvested) is 9.694%.

From 03/12/1997 to 04/12/2012, the Maximum Drawdown of Bridge Builder Tax Managed International Equity Fund (BBTIX) is 61.0%.

From 03/12/1997 to 04/12/2012, the Sharpe Ratio of Bridge Builder Tax Managed International Equity Fund (BBTIX) is -0.06.

From 03/12/1997 to 04/12/2012, the Annualized Standard Deviation of Bridge Builder Tax Managed International Equity Fund (BBTIX) is 19.7%.

From 03/12/1997 to 04/12/2012, the Beta of Bridge Builder Tax Managed International Equity Fund (BBTIX) is 0.9.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BBTIX (Bridge Builder Tax Managed International Equity Fund) NA -19.48% 6.45% -8.77% 0.86% 0.84% NA 0.62%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.73% 19.71% 1.25% 4.20% 6.04% 8.43% 5.49%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 3.48% 14.14% 2.17% 5.39% 6.80% NA 6.46%
Data as of 04/12/2012, AR inception is 03/12/1997

Return Calculator for Bridge Builder Tax Managed International Equity Fund (BBTIX)

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Bridge Builder Tax Managed International Equity Fund (BBTIX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Bridge Builder Tax Managed International Equity Fund (BBTIX)

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Retirement Spending Calculator for Bridge Builder Tax Managed International Equity Fund (BBTIX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/12/1997 to 04/12/2012, the worst annualized return of 3-year rolling returns for Bridge Builder Tax Managed International Equity Fund (BBTIX) is -21.71%.
From 03/12/1997 to 04/12/2012, the worst annualized return of 5-year rolling returns for Bridge Builder Tax Managed International Equity Fund (BBTIX) is -8.88%.
From 03/12/1997 to 04/12/2012, the worst annualized return of 10-year rolling returns for Bridge Builder Tax Managed International Equity Fund (BBTIX) is -3.22%.

Drawdowns


Bridge Builder Tax Managed International Equity Fund (BBTIX) Maximum Drawdown




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