BBIEX vs. MEIKX

In the year-to-date period, BBIEX achieves a 13.73% return, which is significantly higher than MEIKX's 2.35% return.

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BBIEX has a 0.37% expense ratio, which is lower than MEIKX's 0.43% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder International Equity Fund (BBIEX) and MFS Value Fund (MEIKX). 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.

The current BBIEX Sharpe Ratio is 0.62, which is higher than the MEIKX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of BBIEX and MEIKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBIEX's dividend yield for the trailing twelve months is around 2.60%, more than MEIKX's 2.00% yield.

The maximum BBIEX drawdown since its inception was -37.67%, roughly equal to the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for BBIEX and MEIKX. For additional features, visit the drawdowns tool.

The current volatility for Bridge Builder International Equity Fund (BBIEX) is 3.99%, while MFS Value Fund (MEIKX) has a volatility of 4.93%. This indicates that BBIEX experiences smaller price fluctuations and is considered to be less risky than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.