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BBTBX vs. BBIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBTBX vs. BBIEX - Performance Comparison

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

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BBTBX vs. BBIEX - 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%
BBIEX
Bridge Builder International Equity Fund
-0.41%17.63%5.67%17.29%-18.01%10.54%15.76%23.14%-13.28%26.70%

Returns By Period

In the year-to-date period, BBTBX achieves a -0.65% return, which is significantly lower than BBIEX's -0.41% return. Over the past 10 years, BBTBX has underperformed BBIEX with an annualized return of 1.82%, while BBIEX has yielded a comparatively higher 7.89% 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%

BBIEX

1D
2.93%
1M
-6.55%
YTD
-0.41%
6M
-6.85%
1Y
8.58%
3Y*
9.88%
5Y*
4.48%
10Y*
7.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBTBX vs. BBIEX - Expense Ratio Comparison

BBTBX has a 0.13% expense ratio, which is lower than BBIEX's 0.37% expense ratio.


Return for Risk

BBTBX vs. BBIEX — 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

BBIEX
BBIEX Risk / Return Rank: 1414
Overall Rank
BBIEX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BBIEX Sortino Ratio Rank: 1616
Sortino Ratio Rank
BBIEX Omega Ratio Rank: 1717
Omega Ratio Rank
BBIEX Calmar Ratio Rank: 1111
Calmar Ratio Rank
BBIEX Martin Ratio Rank: 1212
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. BBIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) and Bridge Builder International Equity Fund (BBIEX). 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.


BBTBXBBIEXDifference

Sharpe ratio

Return per unit of total volatility

0.90

0.51

+0.39

Sortino ratio

Return per unit of downside risk

1.28

0.79

+0.49

Omega ratio

Gain probability vs. loss probability

1.16

1.12

+0.04

Calmar ratio

Return relative to maximum drawdown

1.48

0.33

+1.15

Martin ratio

Return relative to average drawdown

4.21

1.17

+3.04

BBTBX vs. BBIEX - Sharpe Ratio Comparison

The current BBTBX Sharpe Ratio is 0.90, which is higher than the BBIEX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of BBTBX and BBIEX, 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


BBTBXBBIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

0.51

+0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.28

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.48

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.47

-0.10

Correlation

The correlation between BBTBX and BBIEX is 0.03, 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

BBTBX vs. BBIEX - Dividend Comparison

BBTBX's dividend yield for the trailing twelve months is around 3.66%, while BBIEX 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%
BBIEX
Bridge Builder International Equity Fund
0.00%0.00%5.34%2.46%2.34%10.17%3.80%2.29%3.54%1.97%1.40%0.00%

Drawdowns

BBTBX vs. BBIEX - Drawdown Comparison

The maximum BBTBX drawdown since its inception was -18.54%, smaller than the maximum BBIEX drawdown of -32.92%. Use the drawdown chart below to compare losses from any high point for BBTBX and BBIEX.


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Drawdown Indicators


BBTBXBBIEXDifference

Max Drawdown

Largest peak-to-trough decline

-18.54%

-32.92%

+14.38%

Max Drawdown (1Y)

Largest decline over 1 year

-2.93%

-11.48%

+8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-18.54%

-32.82%

+14.28%

Max Drawdown (10Y)

Largest decline over 10 years

-18.54%

-32.92%

+14.38%

Current Drawdown

Current decline from peak

-2.17%

-8.50%

+6.33%

Average Drawdown

Average peak-to-trough decline

-3.94%

-6.98%

+3.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

3.72%

-2.69%

Volatility

BBTBX vs. BBIEX - Volatility Comparison

The current volatility for Bridge Builder Core Bond Fund (BBTBX) is 1.65%, while Bridge Builder International Equity Fund (BBIEX) has a volatility of 7.18%. This indicates that BBTBX experiences smaller price fluctuations and is considered to be less risky than BBIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBTBXBBIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.65%

7.18%

-5.53%

Volatility (6M)

Calculated over the trailing 6-month period

2.68%

12.14%

-9.46%

Volatility (1Y)

Calculated over the trailing 1-year period

4.56%

17.67%

-13.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.94%

16.34%

-10.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.92%

16.50%

-11.58%