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BBMUX vs. BBVLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBMUX vs. BBVLX - Performance Comparison

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

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BBMUX vs. BBVLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBMUX
Bridge Builder Municipal Bond Fund
-0.72%5.10%1.50%5.56%-8.23%2.04%4.01%7.15%1.49%4.75%
BBVLX
Bridge Builder Large Cap Value Fund
-1.42%4.45%22.32%13.84%-5.32%26.23%9.57%28.49%-8.15%17.20%

Returns By Period

In the year-to-date period, BBMUX achieves a -0.72% return, which is significantly higher than BBVLX's -1.42% return. Over the past 10 years, BBMUX has underperformed BBVLX with an annualized return of 1.93%, while BBVLX has yielded a comparatively higher 11.30% annualized return.


BBMUX

1D
0.20%
1M
-2.27%
YTD
-0.72%
6M
0.82%
1Y
3.86%
3Y*
2.94%
5Y*
0.89%
10Y*
1.93%

BBVLX

1D
1.64%
1M
-5.62%
YTD
-1.42%
6M
-6.02%
1Y
2.43%
3Y*
12.23%
5Y*
8.82%
10Y*
11.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBMUX vs. BBVLX - Expense Ratio Comparison

BBMUX has a 0.15% expense ratio, which is lower than BBVLX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

BBMUX vs. BBVLX — Risk / Return Rank

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

BBMUX
BBMUX Risk / Return Rank: 5151
Overall Rank
BBMUX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
BBMUX Sortino Ratio Rank: 5252
Sortino Ratio Rank
BBMUX Omega Ratio Rank: 7878
Omega Ratio Rank
BBMUX Calmar Ratio Rank: 3434
Calmar Ratio Rank
BBMUX Martin Ratio Rank: 3131
Martin Ratio Rank

BBVLX
BBVLX Risk / Return Rank: 77
Overall Rank
BBVLX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BBVLX Sortino Ratio Rank: 66
Sortino Ratio Rank
BBVLX Omega Ratio Rank: 77
Omega Ratio Rank
BBVLX Calmar Ratio Rank: 77
Calmar Ratio Rank
BBVLX Martin Ratio Rank: 77
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. BBVLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Municipal Bond Fund (BBMUX) and Bridge Builder Large Cap Value Fund (BBVLX). 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.


BBMUXBBVLXDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.15

+1.01

Sortino ratio

Return per unit of downside risk

1.55

0.31

+1.24

Omega ratio

Gain probability vs. loss probability

1.32

1.05

+0.27

Calmar ratio

Return relative to maximum drawdown

1.09

0.12

+0.97

Martin ratio

Return relative to average drawdown

3.88

0.35

+3.53

BBMUX vs. BBVLX - Sharpe Ratio Comparison

The current BBMUX Sharpe Ratio is 1.16, which is higher than the BBVLX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of BBMUX and BBVLX, 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


BBMUXBBVLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

0.15

+1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.55

-0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.63

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.57

+0.08

Correlation

The correlation between BBMUX and BBVLX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

BBMUX vs. BBVLX - Dividend Comparison

BBMUX's dividend yield for the trailing twelve months is around 3.06%, more than BBVLX's 1.41% yield.


TTM20252024202320222021202020192018201720162015
BBMUX
Bridge Builder Municipal Bond Fund
3.06%3.61%2.81%2.21%1.82%1.93%2.10%2.61%2.35%1.95%0.35%0.06%
BBVLX
Bridge Builder Large Cap Value Fund
1.41%1.89%14.73%5.11%9.12%7.09%1.62%1.80%3.45%2.23%1.68%1.24%

Drawdowns

BBMUX vs. BBVLX - Drawdown Comparison

The maximum BBMUX drawdown since its inception was -12.65%, smaller than the maximum BBVLX drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for BBMUX and BBVLX.


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Drawdown Indicators


BBMUXBBVLXDifference

Max Drawdown

Largest peak-to-trough decline

-12.65%

-38.48%

+25.83%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-11.42%

+7.78%

Max Drawdown (5Y)

Largest decline over 5 years

-12.65%

-18.24%

+5.59%

Max Drawdown (10Y)

Largest decline over 10 years

-12.65%

-38.48%

+25.83%

Current Drawdown

Current decline from peak

-2.56%

-9.82%

+7.26%

Average Drawdown

Average peak-to-trough decline

-2.28%

-4.10%

+1.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

4.22%

-3.20%

Volatility

BBMUX vs. BBVLX - Volatility Comparison

The current volatility for Bridge Builder Municipal Bond Fund (BBMUX) is 0.95%, while Bridge Builder Large Cap Value Fund (BBVLX) has a volatility of 4.19%. This indicates that BBMUX experiences smaller price fluctuations and is considered to be less risky than BBVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBMUXBBVLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

4.19%

-3.24%

Volatility (6M)

Calculated over the trailing 6-month period

1.55%

10.91%

-9.36%

Volatility (1Y)

Calculated over the trailing 1-year period

3.76%

17.26%

-13.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.21%

16.29%

-13.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.23%

17.94%

-14.71%