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

Correlation

The correlation between BBGLX and TRLGX 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. TRLGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder Large Cap Growth Fund (BBGLX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%December2025FebruaryMarchAprilMay
162.74%
169.09%
BBGLX
TRLGX

Key characteristics

Sharpe Ratio

BBGLX:

0.04

TRLGX:

0.28

Sortino Ratio

BBGLX:

0.21

TRLGX:

0.55

Omega Ratio

BBGLX:

1.03

TRLGX:

1.08

Calmar Ratio

BBGLX:

0.04

TRLGX:

0.26

Martin Ratio

BBGLX:

0.12

TRLGX:

0.82

Ulcer Index

BBGLX:

8.07%

TRLGX:

7.99%

Daily Std Dev

BBGLX:

21.57%

TRLGX:

23.62%

Max Drawdown

BBGLX:

-36.93%

TRLGX:

-56.16%

Current Drawdown

BBGLX:

-13.40%

TRLGX:

-12.42%

Returns By Period

The year-to-date returns for both stocks are quite close, with BBGLX having a -4.09% return and TRLGX slightly lower at -4.16%. Both investments have delivered pretty close results over the past 10 years, with BBGLX having a 10.25% annualized return and TRLGX not far ahead at 10.51%.


BBGLX

YTD

-4.09%

1M

15.22%

6M

-11.15%

1Y

0.82%

5Y*

9.79%

10Y*

10.25%

TRLGX

YTD

-4.16%

1M

16.42%

6M

-9.08%

1Y

6.57%

5Y*

11.97%

10Y*

10.51%

*Annualized

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BBGLX vs. TRLGX - Expense Ratio Comparison

BBGLX has a 0.19% expense ratio, which is lower than TRLGX's 0.55% expense ratio.


Risk-Adjusted Performance

BBGLX vs. TRLGX — 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 2424
Overall Rank
The Sharpe Ratio Rank of BBGLX is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of BBGLX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of BBGLX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of BBGLX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of BBGLX is 2323
Martin Ratio Rank

TRLGX
The Risk-Adjusted Performance Rank of TRLGX is 3939
Overall Rank
The Sharpe Ratio Rank of TRLGX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of TRLGX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of TRLGX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of TRLGX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of TRLGX is 3737
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. TRLGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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 0.04, which is lower than the TRLGX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of BBGLX and TRLGX, 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
0.04
0.28
BBGLX
TRLGX

Dividends

BBGLX vs. TRLGX - Dividend Comparison

BBGLX's dividend yield for the trailing twelve months is around 0.75%, while TRLGX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%0.00%
TRLGX
T. Rowe Price Large-Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.41%0.28%0.24%0.24%0.03%0.07%

Drawdowns

BBGLX vs. TRLGX - Drawdown Comparison

The maximum BBGLX drawdown since its inception was -36.93%, smaller than the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for BBGLX and TRLGX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.40%
-12.42%
BBGLX
TRLGX

Volatility

BBGLX vs. TRLGX - Volatility Comparison

The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 12.14%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 13.21%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.14%
13.21%
BBGLX
TRLGX