FSLSX vs. BBVSX
Compare and contrast key facts about Fidelity Value Strategies Fund (FSLSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX).
FSLSX is managed by Fidelity. It was launched on Dec 31, 1983. BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015.
Performance
FSLSX vs. BBVSX - Performance Comparison
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FSLSX vs. BBVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLSX Fidelity Value Strategies Fund | 3.45% | 0.24% | 9.25% | 20.54% | -7.37% | 33.32% | 8.24% | 34.54% | -16.90% | 17.49% |
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
Returns By Period
Over the past 10 years, FSLSX has outperformed BBVSX with an annualized return of 10.15%, while BBVSX has yielded a comparatively lower 8.15% annualized return.
FSLSX
- 1D
- -0.87%
- 1M
- -8.93%
- YTD
- 3.45%
- 6M
- 0.11%
- 1Y
- 12.54%
- 3Y*
- 10.48%
- 5Y*
- 7.61%
- 10Y*
- 10.15%
BBVSX
- 1D
- -0.93%
- 1M
- -7.90%
- YTD
- -0.00%
- 6M
- -9.28%
- 1Y
- 1.91%
- 3Y*
- 7.15%
- 5Y*
- 4.55%
- 10Y*
- 8.15%
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FSLSX vs. BBVSX - Expense Ratio Comparison
FSLSX has a 0.86% expense ratio, which is higher than BBVSX's 0.41% expense ratio.
Return for Risk
FSLSX vs. BBVSX — Risk / Return Rank
FSLSX
BBVSX
FSLSX vs. BBVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Strategies Fund (FSLSX) and Bridge Builder Small/Mid Cap Value Fund (BBVSX). 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.
| FSLSX | BBVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.11 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.88 | 0.30 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.04 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.12 | +0.56 |
Martin ratioReturn relative to average drawdown | 2.58 | 0.32 | +2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSLSX | BBVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.11 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.24 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.39 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.33 | +0.19 |
Correlation
The correlation between FSLSX and BBVSX is 0.95, 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
FSLSX vs. BBVSX - Dividend Comparison
Neither FSLSX nor BBVSX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
FSLSX vs. BBVSX - Drawdown Comparison
The maximum FSLSX drawdown since its inception was -69.87%, which is greater than BBVSX's maximum drawdown of -43.42%. Use the drawdown chart below to compare losses from any high point for FSLSX and BBVSX.
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Drawdown Indicators
| FSLSX | BBVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.87% | -43.42% | -26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -13.52% | -1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -26.81% | -23.25% | -3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -47.98% | -43.42% | -4.56% |
Current DrawdownCurrent decline from peak | -9.79% | -12.92% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -6.20% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 5.29% | -1.29% |
Volatility
FSLSX vs. BBVSX - Volatility Comparison
Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 5.26% compared to Bridge Builder Small/Mid Cap Value Fund (BBVSX) at 4.97%. This indicates that FSLSX's price experiences larger fluctuations and is considered to be riskier than BBVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLSX | BBVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.97% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.98% | 14.12% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 21.64% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 19.34% | +1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 20.97% | +0.90% |