BBGSX vs. KMKAX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Kinetics Market Opportunities Fund (KMKAX).
BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015. KMKAX is managed by Kinetics. It was launched on Jan 31, 2006.
Performance
BBGSX vs. KMKAX - Performance Comparison
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BBGSX vs. KMKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -4.24% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
KMKAX Kinetics Market Opportunities Fund | 22.43% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 46.89% |
Returns By Period
In the year-to-date period, BBGSX achieves a -4.24% return, which is significantly lower than KMKAX's 22.43% return. Over the past 10 years, BBGSX has underperformed KMKAX with an annualized return of 9.70%, while KMKAX has yielded a comparatively higher 20.79% annualized return.
BBGSX
- 1D
- 3.72%
- 1M
- -7.80%
- YTD
- -4.24%
- 6M
- -10.70%
- 1Y
- 6.56%
- 3Y*
- 7.55%
- 5Y*
- 1.00%
- 10Y*
- 9.70%
KMKAX
- 1D
- 1.40%
- 1M
- -7.66%
- YTD
- 22.43%
- 6M
- 11.30%
- 1Y
- 6.24%
- 3Y*
- 32.07%
- 5Y*
- 14.91%
- 10Y*
- 20.79%
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BBGSX vs. KMKAX - Expense Ratio Comparison
BBGSX has a 0.38% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Return for Risk
BBGSX vs. KMKAX — Risk / Return Rank
BBGSX
KMKAX
BBGSX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Growth Fund (BBGSX) and Kinetics Market Opportunities Fund (KMKAX). 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 | KMKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.31 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.60 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.41 | -0.18 |
Martin ratioReturn relative to average drawdown | 0.70 | 0.76 | -0.06 |
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 | KMKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.31 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.57 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.89 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.56 | -0.10 |
Correlation
The correlation between BBGSX and KMKAX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBGSX vs. KMKAX - Dividend Comparison
BBGSX has not paid dividends to shareholders, while KMKAX's dividend yield for the trailing twelve months is around 0.50%.
| 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% |
KMKAX Kinetics Market Opportunities Fund | 0.50% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% | 0.00% |
Drawdowns
BBGSX vs. KMKAX - Drawdown Comparison
The maximum BBGSX drawdown since its inception was -37.95%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for BBGSX and KMKAX.
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Drawdown Indicators
| BBGSX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -65.57% | +27.62% |
Max Drawdown (1Y)Largest decline over 1 year | -16.72% | -19.64% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -37.95% | -31.56% | -6.39% |
Max Drawdown (10Y)Largest decline over 10 years | -37.95% | -31.56% | -6.39% |
Current DrawdownCurrent decline from peak | -13.62% | -10.45% | -3.17% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -15.53% | +5.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 10.65% | -5.20% |
Volatility
BBGSX vs. KMKAX - Volatility Comparison
Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a higher volatility of 7.62% compared to Kinetics Market Opportunities Fund (KMKAX) at 7.05%. This indicates that BBGSX's price experiences larger fluctuations and is considered to be riskier than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGSX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 7.05% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 17.86% | -3.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 24.60% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 26.44% | -4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.91% | 23.39% | -2.48% |