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BBCPX vs. BBVLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBCPX vs. BBVLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Core Plus Bond Fund (BBCPX) and Bridge Builder Large Cap Value Fund (BBVLX). The values are adjusted to include any dividend payments, if applicable.

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BBCPX vs. BBVLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBCPX
Bridge Builder Core Plus Bond Fund
-1.29%8.97%2.28%6.58%-13.24%-0.29%9.27%9.31%0.34%4.20%
BBVLX
Bridge Builder Large Cap Value Fund
-3.02%4.45%22.32%13.84%-5.32%26.23%9.57%28.49%-8.15%17.20%

Returns By Period

In the year-to-date period, BBCPX achieves a -1.29% return, which is significantly higher than BBVLX's -3.02% return. Over the past 10 years, BBCPX has underperformed BBVLX with an annualized return of 2.32%, while BBVLX has yielded a comparatively higher 11.12% annualized return.


BBCPX

1D
0.57%
1M
-2.86%
YTD
-1.29%
6M
0.25%
1Y
4.34%
3Y*
4.27%
5Y*
0.81%
10Y*
2.32%

BBVLX

1D
-0.12%
1M
-7.45%
YTD
-3.02%
6M
-7.34%
1Y
0.78%
3Y*
11.62%
5Y*
8.67%
10Y*
11.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBCPX vs. BBVLX - Expense Ratio Comparison

BBCPX has a 0.15% expense ratio, which is lower than BBVLX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

BBCPX vs. BBVLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBCPX
BBCPX Risk / Return Rank: 5656
Overall Rank
BBCPX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BBCPX Sortino Ratio Rank: 5959
Sortino Ratio Rank
BBCPX Omega Ratio Rank: 4545
Omega Ratio Rank
BBCPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
BBCPX Martin Ratio Rank: 5151
Martin Ratio Rank

BBVLX
BBVLX Risk / Return Rank: 77
Overall Rank
BBVLX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BBVLX Sortino Ratio Rank: 77
Sortino Ratio Rank
BBVLX Omega Ratio Rank: 77
Omega Ratio Rank
BBVLX Calmar Ratio Rank: 77
Calmar Ratio Rank
BBVLX Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBCPX vs. BBVLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and Bridge Builder Large Cap Value Fund (BBVLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BBCPXBBVLXDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.10

+0.98

Sortino ratio

Return per unit of downside risk

1.53

0.24

+1.29

Omega ratio

Gain probability vs. loss probability

1.19

1.04

+0.15

Calmar ratio

Return relative to maximum drawdown

1.48

0.04

+1.44

Martin ratio

Return relative to average drawdown

4.95

0.13

+4.82

BBCPX vs. BBVLX - Sharpe Ratio Comparison

The current BBCPX Sharpe Ratio is 1.07, which is higher than the BBVLX Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of BBCPX and BBVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BBCPXBBVLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.10

+0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.54

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.62

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.56

-0.05

Correlation

The correlation between BBCPX and BBVLX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

BBCPX vs. BBVLX - Dividend Comparison

BBCPX's dividend yield for the trailing twelve months is around 4.06%, more than BBVLX's 1.43% yield.


TTM20252024202320222021202020192018201720162015
BBCPX
Bridge Builder Core Plus Bond Fund
4.06%4.79%4.93%4.12%2.96%2.39%4.70%5.00%3.47%2.71%0.64%0.00%
BBVLX
Bridge Builder Large Cap Value Fund
1.43%1.89%14.73%5.11%9.12%7.09%1.62%1.80%3.45%2.23%1.68%1.24%

Drawdowns

BBCPX vs. BBVLX - Drawdown Comparison

The maximum BBCPX drawdown since its inception was -18.25%, smaller than the maximum BBVLX drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for BBCPX and BBVLX.


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Drawdown Indicators


BBCPXBBVLXDifference

Max Drawdown

Largest peak-to-trough decline

-18.25%

-38.48%

+20.23%

Max Drawdown (1Y)

Largest decline over 1 year

-3.41%

-11.42%

+8.01%

Max Drawdown (5Y)

Largest decline over 5 years

-18.25%

-18.24%

-0.01%

Max Drawdown (10Y)

Largest decline over 10 years

-18.25%

-38.48%

+20.23%

Current Drawdown

Current decline from peak

-2.86%

-11.28%

+8.42%

Average Drawdown

Average peak-to-trough decline

-3.82%

-4.10%

+0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

4.18%

-3.16%

Volatility

BBCPX vs. BBVLX - Volatility Comparison

The current volatility for Bridge Builder Core Plus Bond Fund (BBCPX) is 1.79%, while Bridge Builder Large Cap Value Fund (BBVLX) has a volatility of 3.69%. This indicates that BBCPX experiences smaller price fluctuations and is considered to be less risky than BBVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBCPXBBVLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.79%

3.69%

-1.90%

Volatility (6M)

Calculated over the trailing 6-month period

2.91%

10.78%

-7.87%

Volatility (1Y)

Calculated over the trailing 1-year period

4.76%

17.22%

-12.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.95%

16.27%

-10.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.86%

17.93%

-13.07%