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

Fund Info

ISIN

US10803R2076

Inception Date

Apr 27, 2015

Min. Investment

$0

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BBGLX has an expense ratio of 0.19%, which is considered low.


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


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S&P 500

Returns By Period

Bridge Builder Large Cap Growth Fund (BBGLX) returned 0.59% year-to-date (YTD) and 12.95% over the past 12 months. Over the past 10 years, BBGLX delivered an annualized return of 13.09%, outperforming the S&P 500 benchmark at 10.85%.


BBGLX

YTD

0.59%

1M

7.21%

6M

-1.23%

1Y

12.95%

3Y*

14.52%

5Y*

13.46%

10Y*

13.09%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.42%-2.66%-7.50%0.76%7.21%0.59%
20242.68%5.86%1.48%-4.45%3.17%4.55%0.31%2.58%1.41%-1.13%5.44%-1.80%21.45%
20238.07%-3.46%5.44%1.28%2.15%5.60%3.02%-0.71%-5.38%-1.76%11.01%4.22%32.21%
2022-7.87%-4.38%2.75%-10.80%-2.53%-7.46%10.68%-5.12%-8.78%6.64%4.86%-6.21%-26.82%
2021-1.56%2.32%1.93%6.72%-0.89%4.39%3.09%3.54%-4.82%7.39%-2.63%2.43%23.35%
20202.15%-6.74%-10.28%14.41%6.91%3.38%6.43%8.84%-3.83%-2.47%10.65%3.77%34.84%
20198.17%4.27%2.49%3.64%-5.58%6.78%1.43%-0.54%0.07%1.83%4.39%2.85%33.32%
20186.92%-3.31%-1.90%1.55%2.67%0.59%3.03%4.23%0.96%-7.57%1.99%-7.94%0.10%
20173.32%3.78%1.09%2.52%2.20%-0.26%2.50%0.42%1.51%2.39%2.58%0.79%25.32%
2016-6.70%-1.71%5.89%0.41%2.67%-1.20%5.26%-0.58%0.39%-2.70%1.39%0.72%3.23%
2015-1.80%1.22%-1.11%3.87%-6.07%-2.40%8.33%0.49%-1.36%0.52%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BBGLX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BBGLX is 4444
Overall Rank
The Sharpe Ratio Rank of BBGLX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of BBGLX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of BBGLX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of BBGLX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of BBGLX is 4444
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 Large Cap Growth Fund (BBGLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Bridge Builder Large Cap Growth Fund Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.61
  • 5-Year: 0.69
  • 10-Year: 0.68
  • All Time: 0.67

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Bridge Builder Large Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Bridge Builder Large Cap Growth Fund provided a 7.12% dividend yield over the last twelve months, with an annual payout of $1.82 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.002015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$1.82$1.82$0.17$0.12$1.81$0.75$0.32$0.64$0.10$0.09$0.05

Dividend yield

7.12%7.16%0.78%0.71%7.71%3.67%2.05%5.25%0.79%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.82$1.82
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$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$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$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$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$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$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$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$0.09
2015$0.05$0.05

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.


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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 3.69%.


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
-20.3%Jan 24, 202552Apr 8, 2025
-19.14%Oct 2, 201858Dec 24, 201859Mar 21, 2019117
-15.76%Dec 2, 201549Feb 11, 2016108Jul 18, 2016157
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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