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BBIEX vs. FIGSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBIEX vs. FIGSX - Performance Comparison

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

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BBIEX vs. FIGSX - 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%
FIGSX
Fidelity Series International Growth Fund
-1.99%19.12%5.93%21.74%-22.87%16.61%18.52%35.59%-10.97%30.21%

Returns By Period

In the year-to-date period, BBIEX achieves a -0.41% return, which is significantly higher than FIGSX's -1.99% return. Over the past 10 years, BBIEX has underperformed FIGSX with an annualized return of 7.89%, while FIGSX has yielded a comparatively higher 9.60% 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%

FIGSX

1D
3.82%
1M
-8.68%
YTD
-1.99%
6M
-1.59%
1Y
13.63%
3Y*
10.79%
5Y*
5.70%
10Y*
9.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBIEX vs. FIGSX - Expense Ratio Comparison

BBIEX has a 0.37% expense ratio, which is higher than FIGSX's 0.01% expense ratio.


Return for Risk

BBIEX vs. FIGSX — 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

FIGSX
FIGSX Risk / Return Rank: 3131
Overall Rank
FIGSX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
FIGSX Sortino Ratio Rank: 3131
Sortino Ratio Rank
FIGSX Omega Ratio Rank: 2727
Omega Ratio Rank
FIGSX Calmar Ratio Rank: 3333
Calmar Ratio Rank
FIGSX Martin Ratio Rank: 3434
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. FIGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and Fidelity Series International Growth Fund (FIGSX). 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.


BBIEXFIGSXDifference

Sharpe ratio

Return per unit of total volatility

0.51

0.74

-0.23

Sortino ratio

Return per unit of downside risk

0.79

1.16

-0.37

Omega ratio

Gain probability vs. loss probability

1.12

1.16

-0.04

Calmar ratio

Return relative to maximum drawdown

0.33

0.98

-0.65

Martin ratio

Return relative to average drawdown

1.17

3.83

-2.66

BBIEX vs. FIGSX - Sharpe Ratio Comparison

The current BBIEX Sharpe Ratio is 0.51, which is lower than the FIGSX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of BBIEX and FIGSX, 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


BBIEXFIGSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

0.74

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.33

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.55

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.48

-0.01

Correlation

The correlation between BBIEX and FIGSX is 0.92, 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

BBIEX vs. FIGSX - Dividend Comparison

BBIEX has not paid dividends to shareholders, while FIGSX's dividend yield for the trailing twelve months is around 8.85%.


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%
FIGSX
Fidelity Series International Growth Fund
8.85%8.67%4.29%1.27%3.53%8.33%16.24%3.64%7.47%3.14%2.54%3.54%

Drawdowns

BBIEX vs. FIGSX - Drawdown Comparison

The maximum BBIEX drawdown since its inception was -32.92%, roughly equal to the maximum FIGSX drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for BBIEX and FIGSX.


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Drawdown Indicators


BBIEXFIGSXDifference

Max Drawdown

Largest peak-to-trough decline

-32.92%

-34.47%

+1.55%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-13.89%

+2.41%

Max Drawdown (5Y)

Largest decline over 5 years

-32.82%

-34.47%

+1.65%

Max Drawdown (10Y)

Largest decline over 10 years

-32.92%

-34.47%

+1.55%

Current Drawdown

Current decline from peak

-8.50%

-10.60%

+2.10%

Average Drawdown

Average peak-to-trough decline

-6.98%

-6.49%

-0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

3.55%

+0.17%

Volatility

BBIEX vs. FIGSX - Volatility Comparison

The current volatility for Bridge Builder International Equity Fund (BBIEX) is 7.18%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 9.09%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBIEXFIGSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.18%

9.09%

-1.91%

Volatility (6M)

Calculated over the trailing 6-month period

12.14%

13.23%

-1.09%

Volatility (1Y)

Calculated over the trailing 1-year period

17.67%

19.24%

-1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.34%

17.61%

-1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.50%

17.54%

-1.04%