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Bridge Builder Core Plus Bond Fund (BBCPX)

Mutual Fund · Currency in USD · Last updated Dec 7, 2022

Fund Info

ISINUS10803R7026
CUSIP10803R702
IssuerBridge Builder
Inception DateJul 13, 2015
CategoryTotal Bond Market
Expense Ratio0.15%
Minimum Investment$0
Asset ClassBond

Trading Data

Previous Close$8.86
Year Range$8.36 - $10.06
EMA (50)$8.68
EMA (200)$9.06

BBCPXShare Price Chart


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BBCPXPerformance

The chart shows the growth of $10,000 invested in Bridge Builder Core Plus Bond Fund in Jul 2015 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,413 for a total return of roughly 14.13%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-1.88%
-1.91%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

BBCPXCompare to other instruments

Search for stocks, ETFs, and funds to compare with BBCPX

BBCPXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M5.28%4.53%
6M-2.09%-4.37%
YTD-11.61%-17.31%
1Y-11.81%-13.16%
5Y1.11%8.45%
10Y1.80%8.88%

BBCPXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-1.97%-1.33%-2.52%-3.73%0.43%-2.14%2.78%-2.52%-4.47%-1.20%3.84%0.91%
2021-0.46%-1.25%-0.88%0.86%0.38%0.84%1.04%-0.11%-0.69%-0.12%0.07%0.06%
20202.05%1.32%-3.44%2.68%1.42%1.49%1.95%-0.24%-0.07%-0.30%1.80%0.37%
20191.44%0.19%1.83%0.20%1.71%1.38%0.21%2.05%-0.38%0.28%-0.01%0.15%
2018-0.75%-0.86%0.57%-0.57%0.35%-0.04%0.19%0.49%-0.42%-0.52%0.36%1.54%
20170.43%0.68%0.01%0.80%0.71%0.00%0.61%0.81%-0.38%0.14%-0.05%0.38%
20161.00%0.49%1.23%0.71%0.01%1.70%0.81%-0.04%0.16%-0.68%-2.12%0.14%
20150.64%-0.32%0.37%0.31%-0.28%-0.52%

BBCPXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bridge Builder Core Plus Bond Fund Sharpe ratio is -1.61. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-2.50-2.00-1.50-1.00-0.500.00JulyAugustSeptemberOctoberNovemberDecember
-1.61
-0.59
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

BBCPXDividend History

Bridge Builder Core Plus Bond Fund granted a 3.17% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.


PeriodTTM2021202020192018201720162015
Dividend$0.28$0.25$0.50$0.52$0.34$0.28$0.28$0.13

Dividend yield

3.17%2.45%4.94%5.59%4.00%3.27%3.45%1.66%

BBCPXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
-12.47%
-17.83%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)

BBCPXWorst Drawdowns

The table below shows the maximum drawdowns of the Bridge Builder Core Plus Bond Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Bridge Builder Core Plus Bond Fund is 17.70%, recorded on Oct 24, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-17.7%Aug 5, 2021308Oct 24, 2022
-8.88%Mar 9, 20209Mar 19, 202056Jun 9, 202065
-3.8%Sep 8, 201671Dec 16, 2016114Jun 2, 2017185
-2.94%Jan 5, 202151Mar 18, 202176Jul 7, 2021127
-2.7%Sep 8, 2017174May 17, 2018156Dec 31, 2018330
-1.82%Sep 5, 20197Sep 13, 201914Oct 3, 201921
-1.51%Oct 28, 201543Dec 29, 201523Feb 2, 201666
-1.25%Oct 7, 201925Nov 8, 201936Jan 2, 202061
-1.02%Aug 7, 202015Aug 27, 202049Nov 5, 202064
-0.81%Aug 25, 201516Sep 16, 201512Oct 2, 201528

BBCPXVolatility Chart

Current Bridge Builder Core Plus Bond Fund volatility is 8.86%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
8.86%
23.28%
BBCPX (Bridge Builder Core Plus Bond Fund)
Benchmark (^GSPC)