Bridge Builder Small/Mid Cap Growth Fund (BBGSX)
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 small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Bridge Builder Small/Mid Cap Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,380 for a total return of roughly 83.80%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Bridge Builder Small/Mid Cap Growth Fund had a return of 3.49% year-to-date (YTD) and -16.15% in the last 12 months. Over the past 10 years, Bridge Builder Small/Mid Cap Growth Fund had an annualized return of 8.02%, which was very close to the S&P 500 benchmark's annualized return of 8.29%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.81% | -3.13% |
| Year-To-Date | 3.49% | 2.92% |
| 6 months | -0.46% | 2.02% |
| 1 year | -16.15% | -11.46% |
| 5 years (annualized) | 6.26% | 7.79% |
| 10 years (annualized) | 8.02% | 8.29% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.26% | -0.94% | ||||||||||
| 2022 | -8.37% | 6.68% | 2.80% | -5.67% |
Dividend History
Bridge Builder Small/Mid Cap Growth Fund granted a 0.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.02 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.02 | $0.02 | $3.02 | $2.15 | $0.64 | $0.71 | $0.14 | $0.04 | $0.02 |
Dividend yield | 0.18% | 0.19% | 18.03% | 14.94% | 6.00% | 8.59% | 1.63% | 0.54% | 0.40% |
Monthly Dividends
The table displays the monthly dividend distributions for Bridge Builder Small/Mid 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 | $0.02 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.02 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
| 2015 | $0.02 |
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 Small/Mid 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 Small/Mid Cap Growth Fund is 37.95%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.95% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -35.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 81 | Jul 17, 2020 | 104 |
| -22.3% | Sep 17, 2018 | 69 | Dec 24, 2018 | 75 | Apr 12, 2019 | 144 |
| -22.16% | Jun 24, 2015 | 161 | Feb 11, 2016 | 134 | Aug 23, 2016 | 295 |
| -9.46% | Feb 16, 2021 | 13 | Mar 4, 2021 | 36 | Apr 26, 2021 | 49 |
| -8.24% | Jan 29, 2018 | 9 | Feb 8, 2018 | 19 | Mar 8, 2018 | 28 |
| -7.88% | Apr 27, 2021 | 12 | May 12, 2021 | 28 | Jun 22, 2021 | 40 |
| -7.64% | Jul 29, 2019 | 51 | Oct 8, 2019 | 34 | Nov 25, 2019 | 85 |
| -7.16% | Sep 3, 2020 | 15 | Sep 24, 2020 | 9 | Oct 7, 2020 | 24 |
| -6.9% | May 6, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
Volatility Chart
Current Bridge Builder Small/Mid Cap Growth Fund volatility is 28.44%. 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.