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.
Fund Info
US10803R4056
Apr 27, 2015
$0
Mid-Cap
Growth
Expense Ratio
BBGSX has an expense ratio of 0.38%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) returned -3.29% year-to-date (YTD) and 3.75% over the past 12 months. Over the past 10 years, BBGSX returned 9.11% annually, underperforming the S&P 500 benchmark at 10.84%.
BBGSX
-3.29%
6.27%
-9.21%
3.75%
7.67%
7.88%
9.11%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BBGSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.40% | -6.18% | -7.59% | 0.62% | 6.19% | -3.29% | |||||||
| 2024 | 0.35% | 8.16% | 2.47% | -6.60% | 2.17% | 0.33% | 0.86% | 1.64% | 1.75% | -0.51% | 10.73% | -6.46% | 14.47% |
| 2023 | 8.25% | -0.94% | 0.40% | -2.21% | 0.32% | 7.90% | 3.29% | -2.10% | -5.76% | -6.19% | 9.44% | 8.51% | 20.98% |
| 2022 | -13.11% | -0.69% | 0.41% | -11.42% | -3.57% | -6.60% | 10.26% | -2.89% | -8.37% | 6.68% | 2.80% | -5.67% | -29.84% |
| 2021 | -0.29% | 4.00% | -1.19% | 5.67% | -1.35% | 4.45% | 2.31% | 2.78% | -3.85% | 6.29% | -4.26% | 1.56% | 16.57% |
| 2020 | 0.21% | -7.16% | -14.68% | 14.49% | 10.89% | 1.87% | 5.70% | 4.05% | -1.79% | 0.25% | 13.04% | 6.98% | 34.41% |
| 2019 | 10.36% | 5.63% | 0.72% | 4.51% | -6.08% | 7.22% | 1.54% | -4.01% | 0.36% | 1.22% | 4.75% | 1.08% | 29.56% |
| 2018 | 4.79% | -1.75% | 0.62% | 0.39% | 3.38% | 0.37% | 2.29% | 5.93% | -0.48% | -10.08% | 3.58% | -9.74% | -2.18% |
| 2017 | 2.97% | 2.79% | -0.00% | 1.36% | 1.25% | 1.41% | 0.61% | -0.09% | 3.12% | 2.35% | 3.04% | 0.87% | 21.47% |
| 2016 | -8.41% | -0.12% | 8.50% | 1.72% | 1.79% | -0.31% | 4.88% | 0.50% | 0.49% | -3.43% | 5.39% | 0.94% | 11.48% |
| 2015 | -2.40% | 1.74% | 0.30% | 0.20% | -5.91% | -4.26% | 6.12% | 1.89% | -3.14% | -5.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BBGSX is 16, meaning it’s performing worse than 84% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Bridge Builder Small/Mid Cap Growth Fund provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.09 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.09 | $0.09 | $0.05 | $0.02 | $3.02 | $2.15 | $0.64 | $0.71 | $0.14 | $0.04 | $0.03 |
Dividend yield | 0.60% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.47% | 6.12% | 1.09% | 0.36% | 0.27% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.09 | $0.09 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 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 | $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 | $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 | $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 | $0.64 |
| 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 | $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 | $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 | $0.04 |
| 2015 | $0.03 | $0.03 |
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 Small/Mid 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 Small/Mid Cap Growth Fund was 37.95%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Bridge Builder Small/Mid Cap Growth Fund drawdown is 11.62%.
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 |
| -9.45% | Feb 16, 2021 | 13 | Mar 4, 2021 | 36 | Apr 26, 2021 | 49 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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