PortfoliosLab logoPortfoliosLab logo
BBIEX vs. BBTBX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBIEX vs. BBTBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridge Builder International Equity Fund (BBIEX) and Bridge Builder Core Bond Fund (BBTBX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

BBIEX vs. BBTBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBIEX
Bridge Builder International Equity Fund
-0.41%17.63%5.67%17.29%-18.01%10.54%15.76%23.14%-13.28%26.70%
BBTBX
Bridge Builder Core Bond Fund
-0.65%7.82%1.89%5.41%-13.49%-1.12%8.54%9.15%0.13%4.14%

Returns By Period

In the year-to-date period, BBIEX achieves a -0.41% return, which is significantly higher than BBTBX's -0.65% return. Over the past 10 years, BBIEX has outperformed BBTBX with an annualized return of 7.89%, while BBTBX has yielded a comparatively lower 1.82% annualized return.


BBIEX

1D
2.93%
1M
-6.55%
YTD
-0.41%
6M
-6.85%
1Y
8.58%
3Y*
9.88%
5Y*
4.48%
10Y*
7.89%

BBTBX

1D
0.22%
1M
-1.74%
YTD
-0.65%
6M
0.23%
1Y
3.60%
3Y*
3.66%
5Y*
0.25%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BBIEX vs. BBTBX - Expense Ratio Comparison

BBIEX has a 0.37% expense ratio, which is higher than BBTBX's 0.13% expense ratio.


Return for Risk

BBIEX vs. BBTBX — Risk / Return Rank

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

BBIEX
BBIEX Risk / Return Rank: 1414
Overall Rank
BBIEX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BBIEX Sortino Ratio Rank: 1616
Sortino Ratio Rank
BBIEX Omega Ratio Rank: 1717
Omega Ratio Rank
BBIEX Calmar Ratio Rank: 1111
Calmar Ratio Rank
BBIEX Martin Ratio Rank: 1212
Martin Ratio Rank

BBTBX
BBTBX Risk / Return Rank: 3939
Overall Rank
BBTBX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BBTBX Sortino Ratio Rank: 3636
Sortino Ratio Rank
BBTBX Omega Ratio Rank: 2727
Omega Ratio Rank
BBTBX Calmar Ratio Rank: 5757
Calmar Ratio Rank
BBTBX Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBIEX vs. BBTBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Bridge Builder Core Bond Fund (BBTBX). 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.


BBIEXBBTBXDifference

Sharpe ratio

Return per unit of total volatility

0.51

0.90

-0.39

Sortino ratio

Return per unit of downside risk

0.79

1.28

-0.49

Omega ratio

Gain probability vs. loss probability

1.12

1.16

-0.04

Calmar ratio

Return relative to maximum drawdown

0.33

1.48

-1.15

Martin ratio

Return relative to average drawdown

1.17

4.21

-3.04

BBIEX vs. BBTBX - Sharpe Ratio Comparison

The current BBIEX Sharpe Ratio is 0.51, which is lower than the BBTBX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of BBIEX and BBTBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


BBIEXBBTBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

0.90

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.04

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.37

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.37

+0.10

Correlation

The correlation between BBIEX and BBTBX 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

BBIEX vs. BBTBX - Dividend Comparison

BBIEX has not paid dividends to shareholders, while BBTBX's dividend yield for the trailing twelve months is around 3.66%.


TTM20252024202320222021202020192018201720162015
BBIEX
Bridge Builder International Equity Fund
0.00%0.00%5.34%2.46%2.34%10.17%3.80%2.29%3.54%1.97%1.40%0.00%
BBTBX
Bridge Builder Core Bond Fund
3.66%4.58%3.92%2.86%2.26%2.38%4.73%3.39%3.02%2.67%0.95%0.17%

Drawdowns

BBIEX vs. BBTBX - Drawdown Comparison

The maximum BBIEX drawdown since its inception was -32.92%, which is greater than BBTBX's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for BBIEX and BBTBX.


Loading graphics...

Drawdown Indicators


BBIEXBBTBXDifference

Max Drawdown

Largest peak-to-trough decline

-32.92%

-18.54%

-14.38%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-2.93%

-8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-32.82%

-18.54%

-14.28%

Max Drawdown (10Y)

Largest decline over 10 years

-32.92%

-18.54%

-14.38%

Current Drawdown

Current decline from peak

-8.50%

-2.17%

-6.33%

Average Drawdown

Average peak-to-trough decline

-6.98%

-3.94%

-3.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

1.03%

+2.69%

Volatility

BBIEX vs. BBTBX - Volatility Comparison

Bridge Builder International Equity Fund (BBIEX) has a higher volatility of 7.18% compared to Bridge Builder Core Bond Fund (BBTBX) at 1.65%. This indicates that BBIEX's price experiences larger fluctuations and is considered to be riskier than BBTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


BBIEXBBTBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

1.65%

+5.53%

Volatility (6M)

Calculated over the trailing 6-month period

12.14%

2.68%

+9.46%

Volatility (1Y)

Calculated over the trailing 1-year period

17.67%

4.56%

+13.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.34%

5.94%

+10.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.50%

4.92%

+11.58%