BBVSX vs. FSLSX
BBVSX (Bridge Builder Small/Mid Cap Value Fund) and FSLSX (Fidelity Value Strategies Fund) are both Mid Cap Value Equities funds. Over the past 10 years, BBVSX returned 9.27%/yr vs 12.23%/yr for FSLSX. Their correlation of 0.95 means they have usually moved in the same direction. BBVSX charges 0.41%/yr vs 0.86%/yr for FSLSX.
Performance
BBVSX vs. FSLSX - Performance Comparison
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Returns By Period
In the year-to-date period, BBVSX achieves a 16.43% return, which is significantly lower than FSLSX's 28.77% return. Over the past 10 years, BBVSX has underperformed FSLSX with an annualized return of 9.27%, while FSLSX has yielded a comparatively higher 12.23% annualized return.
BBVSX
- 1D
- 0.06%
- 1M
- 0.25%
- 6M
- 9.71%
- YTD
- 16.43%
- 1Y
- 11.99%
- 3Y*
- 9.84%
- 5Y*
- 6.80%
- 10Y*
- 9.27%
- ALL TIME*
- 8.07%
FSLSX
- 1D
- -0.21%
- 1M
- 1.85%
- 6M
- 17.27%
- YTD
- 28.77%
- 1Y
- 32.99%
- 3Y*
- 14.00%
- 5Y*
- 11.23%
- 10Y*
- 12.23%
- ALL TIME*
- 10.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBVSX vs. FSLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 16.43% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
FSLSX Fidelity Value Strategies Fund | 28.77% | 0.24% | 9.25% | 20.54% | -7.37% | 33.32% | 8.24% | 34.54% | -16.90% | 17.49% |
Correlation
The correlation between BBVSX and FSLSX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.95 |
The correlation between BBVSX and FSLSX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
BBVSX vs. FSLSX — Risk / Return Rank
BBVSX
FSLSX
BBVSX vs. FSLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and Fidelity Value Strategies Fund (FSLSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.31 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 3.17 | -2.33 |
| Martin ratioReturn relative to average drawdown | 2.08 | 10.70 | -8.62 |
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Drawdowns
BBVSX vs. FSLSX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum FSLSX drawdown of -69.87%. Use the drawdown chart below to compare losses from any high point for BBVSX and FSLSX.
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Drawdown Indicators
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -69.87% | +26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -9.79% | -3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.25% | -26.81% | +3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -26.81% | +3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -47.98% | +4.56% |
Current DrawdownCurrent decline from peak | -1.10% | -1.12% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -6.10% | -8.25% | +2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 2.91% | +2.29% |
Volatility
BBVSX vs. FSLSX - Volatility Comparison
The current volatility for Bridge Builder Small/Mid Cap Value Fund (BBVSX) is 2.95%, while Fidelity Value Strategies Fund (FSLSX) has a volatility of 3.26%. This indicates that BBVSX experiences smaller price fluctuations and is considered to be less risky than FSLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBVSX | FSLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.95% | 3.26% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.40% | 11.73% | -1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.35% | 18.73% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 20.40% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 21.87% | -0.94% |
BBVSX vs. FSLSX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is lower than FSLSX's 0.86% expense ratio.
Dividends
BBVSX vs. FSLSX - Dividend Comparison
Neither BBVSX nor FSLSX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
FSLSX Fidelity Value Strategies Fund | 0.00% | 0.00% | 10.41% | 2.49% | 2.13% | 7.29% | 0.84% | 4.84% | 14.59% | 6.57% | 19.71% | 1.26% |
Frequently Asked Questions
BBVSX and FSLSX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSLSX has higher volatility (3.26%) compared to BBVSX (2.95%). In terms of maximum drawdown, BBVSX dropped -43.42% vs FSLSX's -69.87%.
FSLSX currently has the higher Sharpe Ratio (1.66 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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