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BBMUX vs. BBCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBMUX vs. BBCPX - Performance Comparison

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

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BBMUX vs. BBCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBMUX
Bridge Builder Municipal Bond Fund
-0.92%5.10%1.50%5.56%-8.23%2.04%4.01%7.15%1.49%4.75%
BBCPX
Bridge Builder Core Plus Bond Fund
-1.29%8.97%2.28%6.58%-13.24%-0.29%9.27%9.31%0.34%4.20%

Returns By Period

In the year-to-date period, BBMUX achieves a -0.92% return, which is significantly higher than BBCPX's -1.29% return. Over the past 10 years, BBMUX has underperformed BBCPX with an annualized return of 1.91%, while BBCPX has yielded a comparatively higher 2.32% annualized return.


BBMUX

1D
0.10%
1M
-2.76%
YTD
-0.92%
6M
0.61%
1Y
3.96%
3Y*
2.87%
5Y*
0.87%
10Y*
1.91%

BBCPX

1D
0.57%
1M
-2.86%
YTD
-1.29%
6M
0.25%
1Y
4.34%
3Y*
4.27%
5Y*
0.81%
10Y*
2.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBMUX vs. BBCPX - Expense Ratio Comparison

Both BBMUX and BBCPX have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

BBMUX vs. BBCPX — Risk / Return Rank

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

BBMUX
BBMUX Risk / Return Rank: 5858
Overall Rank
BBMUX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
BBMUX Sortino Ratio Rank: 6666
Sortino Ratio Rank
BBMUX Omega Ratio Rank: 8484
Omega Ratio Rank
BBMUX Calmar Ratio Rank: 3737
Calmar Ratio Rank
BBMUX Martin Ratio Rank: 3434
Martin Ratio Rank

BBCPX
BBCPX Risk / Return Rank: 5656
Overall Rank
BBCPX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BBCPX Sortino Ratio Rank: 5959
Sortino Ratio Rank
BBCPX Omega Ratio Rank: 4545
Omega Ratio Rank
BBCPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
BBCPX Martin Ratio Rank: 5151
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.

BBMUX vs. BBCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Municipal Bond Fund (BBMUX) and Bridge Builder Core Plus Bond Fund (BBCPX). 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.


BBMUXBBCPXDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.07

+0.16

Sortino ratio

Return per unit of downside risk

1.66

1.53

+0.14

Omega ratio

Gain probability vs. loss probability

1.34

1.19

+0.15

Calmar ratio

Return relative to maximum drawdown

1.00

1.48

-0.48

Martin ratio

Return relative to average drawdown

3.62

4.95

-1.33

BBMUX vs. BBCPX - Sharpe Ratio Comparison

The current BBMUX Sharpe Ratio is 1.24, which is comparable to the BBCPX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of BBMUX and BBCPX, 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


BBMUXBBCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.07

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.14

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.48

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.51

+0.13

Correlation

The correlation between BBMUX and BBCPX is 0.51, 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

BBMUX vs. BBCPX - Dividend Comparison

BBMUX's dividend yield for the trailing twelve months is around 3.07%, less than BBCPX's 4.06% yield.


TTM20252024202320222021202020192018201720162015
BBMUX
Bridge Builder Municipal Bond Fund
3.07%3.61%2.81%2.21%1.82%1.93%2.10%2.61%2.35%1.95%0.35%0.06%
BBCPX
Bridge Builder Core Plus Bond Fund
4.06%4.79%4.93%4.12%2.96%2.39%4.70%5.00%3.47%2.71%0.64%0.00%

Drawdowns

BBMUX vs. BBCPX - Drawdown Comparison

The maximum BBMUX drawdown since its inception was -12.65%, smaller than the maximum BBCPX drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for BBMUX and BBCPX.


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Drawdown Indicators


BBMUXBBCPXDifference

Max Drawdown

Largest peak-to-trough decline

-12.65%

-18.25%

+5.60%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-3.41%

-0.23%

Max Drawdown (5Y)

Largest decline over 5 years

-12.65%

-18.25%

+5.60%

Max Drawdown (10Y)

Largest decline over 10 years

-12.65%

-18.25%

+5.60%

Current Drawdown

Current decline from peak

-2.76%

-2.86%

+0.10%

Average Drawdown

Average peak-to-trough decline

-2.28%

-3.82%

+1.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

1.02%

-0.01%

Volatility

BBMUX vs. BBCPX - Volatility Comparison

The current volatility for Bridge Builder Municipal Bond Fund (BBMUX) is 0.91%, while Bridge Builder Core Plus Bond Fund (BBCPX) has a volatility of 1.79%. This indicates that BBMUX experiences smaller price fluctuations and is considered to be less risky than BBCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBMUXBBCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.91%

1.79%

-0.88%

Volatility (6M)

Calculated over the trailing 6-month period

1.54%

2.91%

-1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

3.77%

4.76%

-0.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.21%

5.95%

-2.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.23%

4.86%

-1.63%