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Bridge Builder Large Cap Growth Fund (BBGLX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS10803R2076
IssuerBridge Builder
Inception DateApr 27, 2015
CategoryLarge Cap Growth Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The Bridge Builder Large Cap Growth Fund features an expense ratio of 0.19%, falling within the medium range.


0.50%1.00%1.50%2.00%0.19%

Share Price Chart


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Compare to other instruments

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

Bridge Builder Large Cap Growth Fund

Popular comparisons: BBGLX vs. VUG, BBGLX vs. TRLGX

Performance

Performance Chart

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


100.00%120.00%140.00%160.00%180.00%200.00%OctoberNovemberDecember2024FebruaryMarch
207.99%
149.15%
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bridge Builder Large Cap Growth Fund had a return of 10.30% year-to-date (YTD) and 35.59% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date10.30%10.16%
1 month1.81%3.47%
6 months25.23%22.20%
1 year35.59%30.45%
5 years (annualized)15.43%13.16%
10 years (annualized)N/A10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.68%5.86%
2023-0.71%-5.38%-1.76%11.01%4.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BBGLX
Bridge Builder Large Cap Growth Fund
2.94
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Bridge Builder Large Cap Growth Fund Sharpe ratio is 2.94. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.94
2.79
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Bridge Builder Large Cap Growth Fund granted a 0.70% dividend yield in the last twelve months. The annual payout for that period amounted to $0.17 per share.


PeriodTTM202320222021202020192018201720162015
Dividend$0.17$0.17$0.12$1.81$0.75$0.32$0.64$0.10$0.09$0.05

Dividend yield

0.70%0.77%0.71%7.71%3.67%2.04%5.25%0.80%0.92%0.52%

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
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17
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

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.36%
0
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bridge Builder Large Cap Growth 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 Large Cap Growth Fund was 32.31%, occurring on Oct 14, 2022. Recovery took 329 trading sessions.

The current Bridge Builder Large Cap Growth Fund drawdown is 0.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.31%Nov 17, 2021229Oct 14, 2022329Feb 7, 2024558
-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

Volatility

Volatility Chart

The current Bridge Builder Large Cap Growth Fund volatility is 3.26%, 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%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
3.26%
2.80%
BBGLX (Bridge Builder Large Cap Growth Fund)
Benchmark (^GSPC)