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BBIEX vs. DODIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBIEX vs. DODIX - Performance Comparison

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

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BBIEX vs. DODIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBIEX
Bridge Builder International Equity Fund
-3.25%17.63%5.67%17.29%-18.01%10.54%15.76%23.14%-13.28%26.70%
DODIX
Dodge & Cox Income Fund
-0.19%8.32%2.25%7.69%-11.42%-0.92%9.46%9.73%-0.31%4.36%

Returns By Period

In the year-to-date period, BBIEX achieves a -3.25% return, which is significantly lower than DODIX's -0.19% return. Over the past 10 years, BBIEX has outperformed DODIX with an annualized return of 7.58%, while DODIX has yielded a comparatively lower 3.02% annualized return.


BBIEX

1D
0.21%
1M
-10.82%
YTD
-3.25%
6M
-8.91%
1Y
5.58%
3Y*
8.83%
5Y*
4.15%
10Y*
7.58%

DODIX

1D
0.63%
1M
-2.32%
YTD
-0.19%
6M
1.09%
1Y
5.10%
3Y*
4.90%
5Y*
1.40%
10Y*
3.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBIEX vs. DODIX - Expense Ratio Comparison

BBIEX has a 0.37% expense ratio, which is lower than DODIX's 0.41% expense ratio.


Return for Risk

BBIEX vs. DODIX — Risk / Return Rank

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

BBIEX
BBIEX Risk / Return Rank: 1010
Overall Rank
BBIEX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BBIEX Sortino Ratio Rank: 1111
Sortino Ratio Rank
BBIEX Omega Ratio Rank: 1111
Omega Ratio Rank
BBIEX Calmar Ratio Rank: 88
Calmar Ratio Rank
BBIEX Martin Ratio Rank: 99
Martin Ratio Rank

DODIX
DODIX Risk / Return Rank: 6767
Overall Rank
DODIX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
DODIX Sortino Ratio Rank: 6767
Sortino Ratio Rank
DODIX Omega Ratio Rank: 5353
Omega Ratio Rank
DODIX Calmar Ratio Rank: 8383
Calmar Ratio Rank
DODIX Martin Ratio Rank: 6464
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. DODIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Dodge & Cox Income Fund (DODIX). 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.


BBIEXDODIXDifference

Sharpe ratio

Return per unit of total volatility

0.27

1.15

-0.88

Sortino ratio

Return per unit of downside risk

0.47

1.65

-1.18

Omega ratio

Gain probability vs. loss probability

1.07

1.21

-0.14

Calmar ratio

Return relative to maximum drawdown

0.12

2.02

-1.90

Martin ratio

Return relative to average drawdown

0.44

6.03

-5.59

BBIEX vs. DODIX - Sharpe Ratio Comparison

The current BBIEX Sharpe Ratio is 0.27, which is lower than the DODIX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of BBIEX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BBIEXDODIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.27

1.15

-0.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.25

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.69

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

1.47

-1.02

Correlation

The correlation between BBIEX and DODIX is 0.17, 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. DODIX - Dividend Comparison

BBIEX has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.29%.


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%
DODIX
Dodge & Cox Income Fund
4.29%4.23%4.24%3.86%2.19%3.23%4.66%3.63%3.43%3.03%3.25%3.09%

Drawdowns

BBIEX vs. DODIX - Drawdown Comparison

The maximum BBIEX drawdown since its inception was -32.92%, which is greater than DODIX's maximum drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for BBIEX and DODIX.


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Drawdown Indicators


BBIEXDODIXDifference

Max Drawdown

Largest peak-to-trough decline

-32.92%

-16.89%

-16.03%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-2.94%

-8.54%

Max Drawdown (5Y)

Largest decline over 5 years

-32.82%

-16.89%

-15.93%

Max Drawdown (10Y)

Largest decline over 10 years

-32.92%

-16.89%

-16.03%

Current Drawdown

Current decline from peak

-11.10%

-2.32%

-8.78%

Average Drawdown

Average peak-to-trough decline

-6.98%

-1.50%

-5.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

0.98%

+2.80%

Volatility

BBIEX vs. DODIX - Volatility Comparison

Bridge Builder International Equity Fund (BBIEX) has a higher volatility of 6.48% compared to Dodge & Cox Income Fund (DODIX) at 1.85%. This indicates that BBIEX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBIEXDODIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.48%

1.85%

+4.63%

Volatility (6M)

Calculated over the trailing 6-month period

11.78%

2.80%

+8.98%

Volatility (1Y)

Calculated over the trailing 1-year period

17.46%

4.61%

+12.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.29%

5.52%

+10.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.48%

4.42%

+12.06%