BBMUX vs. BBGSX
Compare and contrast key facts about Bridge Builder Municipal Bond Fund (BBMUX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX).
BBMUX is managed by Bridge Builder. It was launched on Sep 13, 2015. BBGSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
BBMUX vs. BBGSX - Performance Comparison
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BBMUX vs. BBGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | -7.67% | 0.99% | 14.47% | 20.98% | -29.84% | 16.57% | 34.41% | 29.01% | -2.18% | 21.47% |
Returns By Period
In the year-to-date period, BBMUX achieves a -0.92% return, which is significantly higher than BBGSX's -7.67% return. Over the past 10 years, BBMUX has underperformed BBGSX with an annualized return of 1.91%, while BBGSX has yielded a comparatively higher 9.30% 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%
BBGSX
- 1D
- -1.38%
- 1M
- -10.53%
- YTD
- -7.67%
- 6M
- -13.66%
- 1Y
- 3.01%
- 3Y*
- 6.25%
- 5Y*
- 0.61%
- 10Y*
- 9.30%
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BBMUX vs. BBGSX - Expense Ratio Comparison
BBMUX has a 0.15% expense ratio, which is lower than BBGSX's 0.38% expense ratio.
Return for Risk
BBMUX vs. BBGSX — Risk / Return Rank
BBMUX
BBGSX
BBMUX vs. BBGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Municipal Bond Fund (BBMUX) and Bridge Builder Small/Mid Cap Growth Fund (BBGSX). 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.
| BBMUX | BBGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.12 | +1.12 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.33 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.04 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.10 | +0.90 |
Martin ratioReturn relative to average drawdown | 3.62 | 0.31 | +3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBMUX | BBGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.12 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.03 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.45 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.44 | +0.20 |
Correlation
The correlation between BBMUX and BBGSX is 0.01, 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
BBMUX vs. BBGSX - Dividend Comparison
BBMUX's dividend yield for the trailing twelve months is around 3.07%, while BBGSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BBGSX Bridge Builder Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.58% | 0.32% | 0.19% | 18.00% | 12.59% | 4.07% | 6.12% | 1.09% | 0.36% | 0.00% |
Drawdowns
BBMUX vs. BBGSX - Drawdown Comparison
The maximum BBMUX drawdown since its inception was -12.65%, smaller than the maximum BBGSX drawdown of -37.95%. Use the drawdown chart below to compare losses from any high point for BBMUX and BBGSX.
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Drawdown Indicators
| BBMUX | BBGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.65% | -37.95% | +25.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -16.72% | +13.08% |
Max Drawdown (5Y)Largest decline over 5 years | -12.65% | -37.95% | +25.30% |
Max Drawdown (10Y)Largest decline over 10 years | -12.65% | -37.95% | +25.30% |
Current DrawdownCurrent decline from peak | -2.76% | -16.72% | +13.96% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -9.62% | +7.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 5.38% | -4.37% |
Volatility
BBMUX vs. BBGSX - Volatility Comparison
The current volatility for Bridge Builder Municipal Bond Fund (BBMUX) is 0.91%, while Bridge Builder Small/Mid Cap Growth Fund (BBGSX) has a volatility of 6.45%. This indicates that BBMUX experiences smaller price fluctuations and is considered to be less risky than BBGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBMUX | BBGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 6.45% | -5.54% |
Volatility (6M)Calculated over the trailing 6-month period | 1.54% | 13.69% | -12.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.77% | 22.33% | -18.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.21% | 21.59% | -18.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.23% | 20.88% | -17.65% |