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BBTBX vs. BBGLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBTBX vs. BBGLX - Performance Comparison

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

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BBTBX vs. BBGLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBTBX
Bridge Builder Core Bond Fund
-0.65%7.82%1.89%5.41%-13.49%-1.12%8.54%9.15%0.13%4.14%
BBGLX
Bridge Builder Large Cap Growth Fund
-9.61%2.79%21.45%32.21%-26.82%23.34%34.84%33.32%0.10%25.33%

Returns By Period

In the year-to-date period, BBTBX achieves a -0.65% return, which is significantly higher than BBGLX's -9.61% return. Over the past 10 years, BBTBX has underperformed BBGLX with an annualized return of 1.82%, while BBGLX has yielded a comparatively higher 12.34% annualized return.


BBTBX

1D
0.22%
1M
-1.74%
YTD
-0.65%
6M
0.23%
1Y
3.60%
3Y*
3.66%
5Y*
0.25%
10Y*
1.82%

BBGLX

1D
3.37%
1M
-5.41%
YTD
-9.61%
6M
-17.04%
1Y
-0.71%
3Y*
10.69%
5Y*
5.26%
10Y*
12.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBTBX vs. BBGLX - Expense Ratio Comparison

BBTBX has a 0.13% expense ratio, which is lower than BBGLX's 0.19% 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

BBTBX vs. BBGLX — Risk / Return Rank

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

BBTBX
BBTBX Risk / Return Rank: 3939
Overall Rank
BBTBX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BBTBX Sortino Ratio Rank: 3636
Sortino Ratio Rank
BBTBX Omega Ratio Rank: 2727
Omega Ratio Rank
BBTBX Calmar Ratio Rank: 5757
Calmar Ratio Rank
BBTBX Martin Ratio Rank: 3737
Martin Ratio Rank

BBGLX
BBGLX Risk / Return Rank: 55
Overall Rank
BBGLX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
BBGLX Sortino Ratio Rank: 55
Sortino Ratio Rank
BBGLX Omega Ratio Rank: 55
Omega Ratio Rank
BBGLX Calmar Ratio Rank: 55
Calmar Ratio Rank
BBGLX Martin Ratio Rank: 44
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.

BBTBX vs. BBGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) and Bridge Builder Large Cap Growth Fund (BBGLX). 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.


BBTBXBBGLXDifference

Sharpe ratio

Return per unit of total volatility

0.90

-0.01

+0.91

Sortino ratio

Return per unit of downside risk

1.28

0.14

+1.14

Omega ratio

Gain probability vs. loss probability

1.16

1.02

+0.14

Calmar ratio

Return relative to maximum drawdown

1.48

-0.10

+1.58

Martin ratio

Return relative to average drawdown

4.21

-0.29

+4.49

BBTBX vs. BBGLX - Sharpe Ratio Comparison

The current BBTBX Sharpe Ratio is 0.90, which is higher than the BBGLX Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of BBTBX and BBGLX, 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


BBTBXBBGLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

-0.01

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.27

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.64

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.58

-0.21

Correlation

The correlation between BBTBX and BBGLX is -0.02. 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

BBTBX vs. BBGLX - Dividend Comparison

BBTBX's dividend yield for the trailing twelve months is around 3.66%, while BBGLX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
BBTBX
Bridge Builder Core Bond Fund
3.66%4.58%3.92%2.86%2.26%2.38%4.73%3.39%3.02%2.67%0.95%0.17%
BBGLX
Bridge Builder Large Cap Growth Fund
0.00%0.00%7.16%0.78%0.71%7.71%3.67%2.05%5.25%0.80%0.92%0.52%

Drawdowns

BBTBX vs. BBGLX - Drawdown Comparison

The maximum BBTBX drawdown since its inception was -18.54%, smaller than the maximum BBGLX drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for BBTBX and BBGLX.


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Drawdown Indicators


BBTBXBBGLXDifference

Max Drawdown

Largest peak-to-trough decline

-18.54%

-32.31%

+13.77%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-22.44%

+19.51%

Max Drawdown (5Y)

Largest decline over 5 years

-18.54%

-32.31%

+13.77%

Max Drawdown (10Y)

Largest decline over 10 years

-18.54%

-32.31%

+13.77%

Current Drawdown

Current decline from peak

-2.17%

-19.82%

+17.65%

Average Drawdown

Average peak-to-trough decline

-3.94%

-6.14%

+2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

7.98%

-6.95%

Volatility

BBTBX vs. BBGLX - Volatility Comparison

The current volatility for Bridge Builder Core Bond Fund (BBTBX) is 1.65%, while Bridge Builder Large Cap Growth Fund (BBGLX) has a volatility of 6.13%. This indicates that BBTBX experiences smaller price fluctuations and is considered to be less risky than BBGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBTBXBBGLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.65%

6.13%

-4.48%

Volatility (6M)

Calculated over the trailing 6-month period

2.68%

13.62%

-10.94%

Volatility (1Y)

Calculated over the trailing 1-year period

4.56%

21.76%

-17.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.94%

19.63%

-13.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.92%

19.40%

-14.48%