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BBGLX vs. FBCGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BBGLX and FBCGX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

BBGLX vs. FBCGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Large Cap Growth Fund (BBGLX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
121.54%
266.85%
BBGLX
FBCGX

Key characteristics

Sharpe Ratio

BBGLX:

0.07

FBCGX:

0.35

Sortino Ratio

BBGLX:

0.25

FBCGX:

0.67

Omega Ratio

BBGLX:

1.04

FBCGX:

1.09

Calmar Ratio

BBGLX:

0.06

FBCGX:

0.36

Martin Ratio

BBGLX:

0.19

FBCGX:

1.16

Ulcer Index

BBGLX:

8.03%

FBCGX:

8.40%

Daily Std Dev

BBGLX:

21.56%

FBCGX:

27.91%

Max Drawdown

BBGLX:

-36.93%

FBCGX:

-42.55%

Current Drawdown

BBGLX:

-13.94%

FBCGX:

-14.37%

Returns By Period

In the year-to-date period, BBGLX achieves a -4.68% return, which is significantly higher than FBCGX's -9.53% return.


BBGLX

YTD

-4.68%

1M

12.86%

6M

-10.79%

1Y

0.20%

5Y*

9.66%

10Y*

10.14%

FBCGX

YTD

-9.53%

1M

14.94%

6M

-6.72%

1Y

8.14%

5Y*

18.26%

10Y*

N/A

*Annualized

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BBGLX vs. FBCGX - Expense Ratio Comparison

BBGLX has a 0.19% expense ratio, which is lower than FBCGX's 0.45% expense ratio.


Risk-Adjusted Performance

BBGLX vs. FBCGX — Risk-Adjusted Performance Rank

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

BBGLX
The Risk-Adjusted Performance Rank of BBGLX is 2222
Overall Rank
The Sharpe Ratio Rank of BBGLX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of BBGLX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of BBGLX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of BBGLX is 2323
Calmar Ratio Rank
The Martin Ratio Rank of BBGLX is 2121
Martin Ratio Rank

FBCGX
The Risk-Adjusted Performance Rank of FBCGX is 4040
Overall Rank
The Sharpe Ratio Rank of FBCGX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of FBCGX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of FBCGX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of FBCGX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of FBCGX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BBGLX vs. FBCGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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.


The current BBGLX Sharpe Ratio is 0.07, which is lower than the FBCGX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of BBGLX and FBCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.01
0.29
BBGLX
FBCGX

Dividends

BBGLX vs. FBCGX - Dividend Comparison

BBGLX's dividend yield for the trailing twelve months is around 0.75%, more than FBCGX's 0.68% yield.


TTM2024202320222021202020192018201720162015
BBGLX
Bridge Builder Large Cap Growth Fund
0.75%0.72%0.78%0.71%0.51%0.55%0.89%1.14%0.79%0.92%0.52%
FBCGX
Fidelity Blue Chip Growth K6 Fund
0.68%0.62%0.26%0.12%0.00%0.08%0.25%0.46%0.11%0.00%0.00%

Drawdowns

BBGLX vs. FBCGX - Drawdown Comparison

The maximum BBGLX drawdown since its inception was -36.93%, smaller than the maximum FBCGX drawdown of -42.55%. Use the drawdown chart below to compare losses from any high point for BBGLX and FBCGX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.94%
-14.37%
BBGLX
FBCGX

Volatility

BBGLX vs. FBCGX - Volatility Comparison

The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 12.33%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 14.88%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
12.33%
14.88%
BBGLX
FBCGX