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BBVLX vs. LEXCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BBVLX vs. LEXCX - Performance Comparison

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

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BBVLX vs. LEXCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BBVLX
Bridge Builder Large Cap Value Fund
-3.02%4.45%22.32%13.84%-5.32%26.23%9.57%28.49%-8.15%17.20%
LEXCX
Voya Corporate Leaders Trust Fund
15.27%7.04%3.60%14.53%3.95%26.77%4.36%21.43%-5.44%16.61%

Returns By Period

In the year-to-date period, BBVLX achieves a -3.02% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, BBVLX has underperformed LEXCX with an annualized return of 11.12%, while LEXCX has yielded a comparatively higher 11.87% annualized return.


BBVLX

1D
-0.12%
1M
-7.45%
YTD
-3.02%
6M
-7.34%
1Y
0.78%
3Y*
11.62%
5Y*
8.67%
10Y*
11.12%

LEXCX

1D
0.03%
1M
-0.16%
YTD
15.27%
6M
11.64%
1Y
14.00%
3Y*
12.98%
5Y*
11.85%
10Y*
11.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BBVLX vs. LEXCX - Expense Ratio Comparison

BBVLX has a 0.23% expense ratio, which is lower than LEXCX's 0.52% expense ratio.


Return for Risk

BBVLX vs. LEXCX — Risk / Return Rank

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

BBVLX
BBVLX Risk / Return Rank: 77
Overall Rank
BBVLX Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BBVLX Sortino Ratio Rank: 77
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

LEXCX
LEXCX Risk / Return Rank: 4444
Overall Rank
LEXCX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
LEXCX Sortino Ratio Rank: 5252
Sortino Ratio Rank
LEXCX Omega Ratio Rank: 4646
Omega Ratio Rank
LEXCX Calmar Ratio Rank: 4242
Calmar Ratio Rank
LEXCX Martin Ratio Rank: 3434
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.

BBVLX vs. LEXCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Value Fund (BBVLX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.


BBVLXLEXCXDifference

Sharpe ratio

Return per unit of total volatility

0.10

0.92

-0.83

Sortino ratio

Return per unit of downside risk

0.24

1.41

-1.17

Omega ratio

Gain probability vs. loss probability

1.04

1.19

-0.15

Calmar ratio

Return relative to maximum drawdown

0.04

1.07

-1.02

Martin ratio

Return relative to average drawdown

0.13

3.63

-3.50

BBVLX vs. LEXCX - Sharpe Ratio Comparison

The current BBVLX Sharpe Ratio is 0.10, which is lower than the LEXCX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of BBVLX and LEXCX, 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


BBVLXLEXCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.10

0.92

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

0.74

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.64

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.53

+0.03

Correlation

The correlation between BBVLX and LEXCX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

BBVLX vs. LEXCX - Dividend Comparison

BBVLX's dividend yield for the trailing twelve months is around 1.43%, which matches LEXCX's 1.43% yield.


TTM20252024202320222021202020192018201720162015
BBVLX
Bridge Builder Large Cap Value Fund
1.43%1.89%14.73%5.11%9.12%7.09%1.62%1.80%3.45%2.23%1.68%1.24%
LEXCX
Voya Corporate Leaders Trust Fund
1.43%1.65%1.66%1.58%1.65%1.54%1.91%1.86%2.03%1.79%3.93%2.37%

Drawdowns

BBVLX vs. LEXCX - Drawdown Comparison

The maximum BBVLX drawdown since its inception was -38.48%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for BBVLX and LEXCX.


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Drawdown Indicators


BBVLXLEXCXDifference

Max Drawdown

Largest peak-to-trough decline

-38.48%

-50.42%

+11.94%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-12.78%

+1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-18.24%

-19.75%

+1.51%

Max Drawdown (10Y)

Largest decline over 10 years

-38.48%

-39.21%

+0.73%

Current Drawdown

Current decline from peak

-11.28%

-0.86%

-10.42%

Average Drawdown

Average peak-to-trough decline

-4.10%

-7.14%

+3.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

3.76%

+0.42%

Volatility

BBVLX vs. LEXCX - Volatility Comparison

Bridge Builder Large Cap Value Fund (BBVLX) has a higher volatility of 3.69% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 3.34%. This indicates that BBVLX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBVLXLEXCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.69%

3.34%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

9.44%

+1.34%

Volatility (1Y)

Calculated over the trailing 1-year period

17.22%

17.75%

-0.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.27%

16.39%

-0.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.93%

18.90%

-0.97%