BBGSX vs. CTIGX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Calamos Timpani SMID Growth Fund (CTIGX).
BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015. CTIGX is managed by Calamos. It was launched on Jul 31, 2019.
Performance
BBGSX vs. CTIGX - Performance Comparison
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BBGSX vs. CTIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -7.67% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 3.25% |
CTIGX Calamos Timpani SMID Growth Fund | -5.11% | 21.21% | 44.09% | 12.26% | -34.88% | 7.64% | 58.94% | -3.80% |
Returns By Period
In the year-to-date period, BBGSX achieves a -7.67% return, which is significantly lower than CTIGX's -5.11% return.
BBGSX
- 1D
- -1.38%
- 1M
- -10.53%
- YTD
- -7.67%
- 6M
- -13.66%
- 1Y
- 3.01%
- 3Y*
- 6.25%
- 5Y*
- 0.61%
- 10Y*
- 9.30%
CTIGX
- 1D
- -3.45%
- 1M
- -9.97%
- YTD
- -5.11%
- 6M
- -0.49%
- 1Y
- 31.37%
- 3Y*
- 20.88%
- 5Y*
- 4.28%
- 10Y*
- —
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BBGSX vs. CTIGX - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is lower than CTIGX's 1.10% expense ratio.
Return for Risk
BBGSX vs. CTIGX — Risk / Return Rank
BBGSX
CTIGX
BBGSX vs. CTIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Calamos Timpani SMID Growth Fund (CTIGX). 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.
| BBGSX | CTIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 1.17 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.33 | 1.68 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.60 | -2.50 |
Martin ratioReturn relative to average drawdown | 0.31 | 9.43 | -9.12 |
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
| BBGSX | CTIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 1.17 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.16 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.38 | +0.07 |
Correlation
The correlation between BBGSX and CTIGX is 0.91, 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.
Dividends
BBGSX vs. CTIGX - Dividend Comparison
BBGSX has not paid dividends to shareholders, while CTIGX's dividend yield for the trailing twelve months is around 4.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% |
CTIGX Calamos Timpani SMID Growth Fund | 4.84% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBGSX vs. CTIGX - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -37.95%, smaller than the maximum CTIGX drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for BBGSX and CTIGX.
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Drawdown Indicators
| BBGSX | CTIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -46.26% | +8.31% |
Max Drawdown (1Y)Largest decline over 1 year | -16.72% | -11.56% | -5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -37.95% | -46.26% | +8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -37.95% | — | — |
Current DrawdownCurrent decline from peak | -16.72% | -11.56% | -5.16% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -19.06% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 3.19% | +2.19% |
Volatility
BBGSX vs. CTIGX - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) is 6.45%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 11.44%. This indicates that BBGSX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGSX | CTIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.45% | 11.44% | -4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 20.05% | -6.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.33% | 28.24% | -5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 26.74% | -5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 29.03% | -8.15% |