BBCPX vs. BBVSX
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
BBCPX vs. BBVSX - Performance Comparison
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BBCPX vs. BBVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | -1.07% | 8.97% | 2.28% | 6.58% | -13.24% | -0.29% | 9.27% | 9.31% | 0.34% | 4.20% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 2.45% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
Returns By Period
In the year-to-date period, BBCPX achieves a -1.07% return, which is significantly lower than BBVSX's 2.45% return. Over the past 10 years, BBCPX has underperformed BBVSX with an annualized return of 2.34%, while BBVSX has yielded a comparatively higher 8.41% annualized return.
BBCPX
- 1D
- 0.23%
- 1M
- -2.21%
- YTD
- -1.07%
- 6M
- 0.25%
- 1Y
- 4.34%
- 3Y*
- 4.35%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
BBVSX
- 1D
- 2.45%
- 1M
- -5.95%
- YTD
- 2.45%
- 6M
- -7.12%
- 1Y
- 4.10%
- 3Y*
- 8.01%
- 5Y*
- 4.76%
- 10Y*
- 8.41%
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BBCPX vs. BBVSX - Expense Ratio Comparison
BBCPX has a 0.15% expense ratio, which is lower than BBVSX's 0.41% expense ratio.
Return for Risk
BBCPX vs. BBVSX — Risk / Return Rank
BBCPX
BBVSX
BBCPX vs. BBVSX - 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 Small/Mid Cap Value Fund (BBVSX). 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.
| BBCPX | BBVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.21 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.43 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.06 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.22 | +1.26 |
Martin ratioReturn relative to average drawdown | 4.89 | 0.58 | +4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBCPX | BBVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.21 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.25 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.40 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.34 | +0.17 |
Correlation
The correlation between BBCPX and BBVSX is -0.02. 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. BBVSX - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.05%, while BBVSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | 4.05% | 4.79% | 4.93% | 4.12% | 2.96% | 2.39% | 4.70% | 5.00% | 3.47% | 2.71% | 0.64% | 0.00% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
Drawdowns
BBCPX vs. BBVSX - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.25%, smaller than the maximum BBVSX drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for BBCPX and BBVSX.
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Drawdown Indicators
| BBCPX | BBVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -43.42% | +25.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -13.52% | +10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -23.25% | +5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -18.25% | -43.42% | +25.17% |
Current DrawdownCurrent decline from peak | -2.64% | -10.79% | +8.15% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -6.20% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 5.34% | -4.31% |
Volatility
BBCPX vs. BBVSX - Volatility Comparison
The current volatility for Bridge Builder Core Plus Bond Fund (BBCPX) is 1.79%, while Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a volatility of 5.67%. This indicates that BBCPX experiences smaller price fluctuations and is considered to be less risky than BBVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBCPX | BBVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 5.67% | -3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 2.92% | 14.32% | -11.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 21.73% | -16.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.95% | 19.37% | -13.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 20.98% | -16.12% |