Bridge Builder Large Cap Growth Fund (BBGLX)
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.
Compare to other instruments
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%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.96% | -3.13% |
| Year-To-Date | 5.32% | 2.92% |
| 6 months | 2.36% | 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.07% | -3.47% | ||||||||||
| 2022 | -8.78% | 6.64% | 4.86% | -6.21% |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -31.53% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -19.14% | Oct 2, 2018 | 58 | Dec 24, 2018 | 59 | Mar 21, 2019 | 117 |
| -15.76% | Dec 2, 2015 | 49 | Feb 11, 2016 | 108 | Jul 18, 2016 | 157 |
| -11.56% | Jul 21, 2015 | 26 | Aug 25, 2015 | 68 | Dec 1, 2015 | 94 |
| -9.71% | Jan 29, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.84% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.37% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -7.29% | Feb 16, 2021 | 13 | Mar 4, 2021 | 24 | Apr 8, 2021 | 37 |
| -6.74% | Apr 30, 2019 | 24 | Jun 3, 2019 | 12 | Jun 19, 2019 | 36 |
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.