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Bridge Builder Large Cap Growth Fund (BBGLX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of large capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of large capitalization companies. It may invest in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Bridge Builder Large Cap Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,245 for a total return of roughly 122.45%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
7.65%
7.42%
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

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Return

Bridge Builder Large Cap Growth Fund had a return of 5.32% year-to-date (YTD) and -14.09% in the last 12 months. Over the past 10 years, Bridge Builder Large Cap Growth Fund had an annualized return of 10.67%, outperforming the S&P 500 benchmark which had an annualized return of 8.29%.


PeriodReturnBenchmark
1 month-1.96%-3.13%
Year-To-Date5.32%2.92%
6 months2.36%2.02%
1 year-14.09%-11.46%
5 years (annualized)10.38%7.79%
10 years (annualized)10.67%8.29%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20238.07%-3.47%
2022-8.78%6.64%4.86%-6.21%

Sharpe 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 Large Cap Growth Fund Sharpe ratio is -0.47. 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.


-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.47
-0.45
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

Dividend History

Bridge Builder Large Cap Growth Fund granted a 0.67% dividend yield in the last twelve months. The annual payout for that period amounted to $0.12 per share.


PeriodTTM20222021202020192018201720162015
Dividend$0.12$0.12$1.81$0.75$0.32$0.64$0.10$0.09$0.05

Dividend yield

0.67%0.71%7.76%3.98%2.30%6.04%0.96%1.12%0.64%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.81
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.75
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09
2015$0.05

Drawdowns Chart

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


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-24.44%
-17.62%
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Bridge Builder Large Cap Growth 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 Large Cap Growth Fund is 32.31%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.31%Nov 17, 2021229Oct 14, 2022
-31.53%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-19.14%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-15.76%Dec 2, 201549Feb 11, 2016108Jul 18, 2016157
-11.56%Jul 21, 201526Aug 25, 201568Dec 1, 201594
-9.71%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.84%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-7.37%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-7.29%Feb 16, 202113Mar 4, 202124Apr 8, 202137
-6.74%Apr 30, 201924Jun 3, 201912Jun 19, 201936

Volatility Chart

Current Bridge Builder Large Cap Growth Fund volatility is 21.62%. 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.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
21.62%
20.82%
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)