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Bridge Builder Small/Mid Cap Growth Fund (BBGSX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

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.


-5.00%0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
4.22%
7.42%
BBGSX (Bridge Builder Small/Mid Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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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%.


PeriodReturnBenchmark
1 month-5.81%-3.13%
Year-To-Date3.49%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


JanFebMarAprMayJunJulAugSepOctNovDec
20238.26%-0.94%
2022-8.37%6.68%2.80%-5.67%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bridge Builder Small/Mid Cap Growth Fund Sharpe ratio is -0.51. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.51
-0.45
BBGSX (Bridge Builder Small/Mid Cap Growth Fund)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-31.71%
-17.62%
BBGSX (Bridge Builder Small/Mid Cap Growth Fund)
Benchmark (^GSPC)

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, 2021151Jun 16, 2022
-35.52%Feb 20, 202023Mar 23, 202081Jul 17, 2020104
-22.3%Sep 17, 201869Dec 24, 201875Apr 12, 2019144
-22.16%Jun 24, 2015161Feb 11, 2016134Aug 23, 2016295
-9.46%Feb 16, 202113Mar 4, 202136Apr 26, 202149
-8.24%Jan 29, 20189Feb 8, 201819Mar 8, 201828
-7.88%Apr 27, 202112May 12, 202128Jun 22, 202140
-7.64%Jul 29, 201951Oct 8, 201934Nov 25, 201985
-7.16%Sep 3, 202015Sep 24, 20209Oct 7, 202024
-6.9%May 6, 201920Jun 3, 201913Jun 20, 201933

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.


15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
28.44%
20.82%
BBGSX (Bridge Builder Small/Mid Cap Growth Fund)
Benchmark (^GSPC)