BBCPX vs. JEMSX
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and JPMorgan Emerging Markets Equity Fund Class I (JEMSX).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. JEMSX is managed by JPMorgan.
Performance
BBCPX vs. JEMSX - Performance Comparison
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BBCPX vs. JEMSX - 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% |
JEMSX JPMorgan Emerging Markets Equity Fund Class I | 4.16% | 40.13% | 3.39% | 7.21% | -25.77% | -10.36% | 34.73% | 31.96% | -16.02% | 42.49% |
Returns By Period
In the year-to-date period, BBCPX achieves a -1.07% return, which is significantly lower than JEMSX's 4.16% return. Over the past 10 years, BBCPX has underperformed JEMSX with an annualized return of 2.34%, while JEMSX has yielded a comparatively higher 9.37% 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%
JEMSX
- 1D
- 3.16%
- 1M
- -8.45%
- YTD
- 4.16%
- 6M
- 9.01%
- 1Y
- 39.91%
- 3Y*
- 15.49%
- 5Y*
- 1.53%
- 10Y*
- 9.37%
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BBCPX vs. JEMSX - Expense Ratio Comparison
BBCPX has a 0.15% expense ratio, which is lower than JEMSX's 0.99% expense ratio.
Return for Risk
BBCPX vs. JEMSX — Risk / Return Rank
BBCPX
JEMSX
BBCPX vs. JEMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) and JPMorgan Emerging Markets Equity Fund Class I (JEMSX). 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 | JEMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 2.05 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.65 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.39 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 3.18 | -1.70 |
Martin ratioReturn relative to average drawdown | 4.89 | 12.72 | -7.84 |
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 | JEMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 2.05 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.08 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.49 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.27 | +0.25 |
Correlation
The correlation between BBCPX and JEMSX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BBCPX vs. JEMSX - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.05%, more than JEMSX's 1.21% yield.
| 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% |
JEMSX JPMorgan Emerging Markets Equity Fund Class I | 1.21% | 1.26% | 1.41% | 1.45% | 0.37% | 3.80% | 0.09% | 0.76% | 0.87% | 0.39% | 0.66% | 0.67% |
Drawdowns
BBCPX vs. JEMSX - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.25%, smaller than the maximum JEMSX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for BBCPX and JEMSX.
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Drawdown Indicators
| BBCPX | JEMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | -62.07% | +43.82% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -12.57% | +9.16% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -44.92% | +26.67% |
Max Drawdown (10Y)Largest decline over 10 years | -18.25% | -49.59% | +31.34% |
Current DrawdownCurrent decline from peak | -2.64% | -9.80% | +7.16% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -21.79% | +17.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 3.14% | -2.11% |
Volatility
BBCPX vs. JEMSX - Volatility Comparison
The current volatility for Bridge Builder Core Plus Bond Fund (BBCPX) is 1.79%, while JPMorgan Emerging Markets Equity Fund Class I (JEMSX) has a volatility of 9.78%. This indicates that BBCPX experiences smaller price fluctuations and is considered to be less risky than JEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBCPX | JEMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.79% | 9.78% | -7.99% |
Volatility (6M)Calculated over the trailing 6-month period | 2.92% | 14.72% | -11.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.76% | 19.92% | -15.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.95% | 18.91% | -12.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 19.24% | -14.38% |