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Bridge Builder Core Plus Bond Fund (BBCPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US10803R7026

CUSIP

10803R702

Inception Date

Jul 13, 2015

Min. Investment

$0

Asset Class

Bond

Expense Ratio

BBCPX has an expense ratio of 0.15%, which is considered low.


Expense ratio chart for BBCPX: current value is 0.15%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BBCPX: 0.15%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bridge Builder Core Plus Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
19.86%
161.23%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

Returns By Period

Bridge Builder Core Plus Bond Fund had a return of 1.69% year-to-date (YTD) and 7.08% in the last 12 months.


BBCPX

YTD

1.69%

1M

-0.57%

6M

1.06%

1Y

7.08%

5Y*

0.19%

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of BBCPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.83%2.23%-0.45%-0.91%1.69%
20240.18%-1.42%1.00%-2.42%1.87%0.86%2.51%1.54%1.43%-2.67%1.22%-1.68%2.28%
20233.67%-2.59%2.43%0.58%-1.00%-0.27%0.14%-0.65%-2.40%-1.72%4.66%3.90%6.59%
2022-1.97%-1.32%-2.52%-3.73%0.43%-2.15%2.78%-2.52%-4.46%-1.20%3.85%-0.29%-12.65%
2021-0.46%-1.25%-0.88%0.86%0.38%0.84%1.04%-0.11%-0.69%-0.12%0.08%-0.21%-0.56%
20202.13%1.34%-3.46%2.68%1.43%1.50%1.95%-0.24%-0.07%-0.30%1.80%-1.67%7.12%
20191.44%0.19%1.83%0.20%1.71%1.38%0.21%2.05%-0.38%0.28%-0.02%-1.30%7.80%
2018-0.73%-0.86%0.57%-0.56%0.35%-0.04%0.20%0.49%-0.42%-0.51%0.35%1.54%0.34%
20170.43%0.68%0.01%0.80%0.71%-0.00%0.61%0.81%-0.37%0.14%-0.05%0.37%4.20%
20161.00%0.49%1.23%0.71%0.01%1.70%0.81%-0.04%0.17%-0.68%-2.12%-0.14%3.14%
20150.64%-0.32%0.37%0.31%-0.28%-0.77%-0.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, BBCPX is among the top 20% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BBCPX is 8080
Overall Rank
The Sharpe Ratio Rank of BBCPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BBCPX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BBCPX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BBCPX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of BBCPX is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for BBCPX, currently valued at 1.29, compared to the broader market-1.000.001.002.003.00
BBCPX: 1.29
^GSPC: 0.49
The chart of Sortino ratio for BBCPX, currently valued at 1.91, compared to the broader market-2.000.002.004.006.008.00
BBCPX: 1.91
^GSPC: 0.81
The chart of Omega ratio for BBCPX, currently valued at 1.23, compared to the broader market0.501.001.502.002.503.00
BBCPX: 1.23
^GSPC: 1.12
The chart of Calmar ratio for BBCPX, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.00
BBCPX: 0.59
^GSPC: 0.50
The chart of Martin ratio for BBCPX, currently valued at 3.44, compared to the broader market0.0010.0020.0030.0040.0050.00
BBCPX: 3.44
^GSPC: 2.07

The current Bridge Builder Core Plus Bond Fund Sharpe ratio is 1.29. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bridge Builder Core Plus Bond Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
1.29
0.49
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Bridge Builder Core Plus Bond Fund provided a 4.42% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.402015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$0.39$0.43$0.37$0.32$0.22$0.29$0.37$0.34$0.27$0.25$0.11

Dividend yield

4.42%4.93%4.13%3.69%2.13%2.70%3.60%3.47%2.72%2.52%1.06%

Monthly Dividends

The table displays the monthly dividend distributions for Bridge Builder Core Plus Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.03$0.00$0.00$0.07
2024$0.04$0.03$0.04$0.04$0.04$0.01$0.04$0.04$0.04$0.04$0.04$0.04$0.43
2023$0.03$0.03$0.03$0.03$0.02$0.02$0.03$0.03$0.03$0.04$0.03$0.05$0.37
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.03$0.08$0.32
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.22
2020$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.02$0.02$0.02$0.00$0.29
2019$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.37
2018$0.03$0.02$0.03$0.02$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.34
2017$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.04$0.27
2016$0.03$0.02$0.02$0.02$0.02$0.01$0.01$0.02$0.02$0.02$0.02$0.04$0.25
2015$0.00$0.01$0.02$0.02$0.02$0.03$0.11

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.31%
-10.73%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bridge Builder Core Plus Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bridge Builder Core Plus Bond Fund was 18.73%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Bridge Builder Core Plus Bond Fund drawdown is 5.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.73%Dec 11, 2020470Oct 24, 2022
-8.88%Mar 9, 20209Mar 19, 202056Jun 9, 202065
-4.07%Sep 8, 201671Dec 16, 2016148Jul 21, 2017219
-2.69%Sep 8, 2017174May 17, 2018156Dec 31, 2018330
-1.95%Oct 7, 201952Dec 18, 201929Jan 31, 202081

Volatility

Volatility Chart

The current Bridge Builder Core Plus Bond Fund volatility is 2.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
2.20%
14.23%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)