Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBTIX (Bridge Builder Tax Managed International Equity Fund) | NA | -19.48% | 6.45% | -8.77% | 0.86% | 0.84% | NA | … | … |
Data as of 04/12/2012, Common starting date is 03/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBTIX (Bridge Builder Tax Managed International Equity Fund) | 03/12/1997 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.48 | 6.45 | -8.77 | 0.86 | 0.84 | NA | … | … | 3.95 | -20.71 | 6.40 | 21.09 | -43.87 | 11.67 | 24.12 | 9.91 | 16.61 | 24.37 | -18.17 | -21.31 | -18.45 | 38.42 | 11.38 | 2.88 |
| Sharpe Ratio | NA | -0.79 | 0.29 | -0.36 | -0.02 | NA | NA | … | … | 1.96 | -0.79 | 0.31 | 0.72 | -1.29 | 0.49 | 1.43 | 0.76 | 1.24 | 1.62 | -0.96 | -1.36 | -1.41 | 2.68 | 0.42 | 0.00 |
| Standard Deviation(%) | NA | 24.81 | 22.96 | 26.16 | 21.31 | NA | NA | … | … | 7.63 | 26.39 | 20.67 | 29.00 | 34.65 | 17.83 | 14.60 | 10.23 | 12.68 | 14.65 | 20.13 | 17.59 | 15.99 | 13.16 | 19.11 | 12.45 |
| Draw Down(%) | NA | 30.20 | 30.20 | 61.02 | 61.02 | NA | NA | … | … | 2.03 | 30.20 | 19.11 | 28.67 | 52.91 | 13.57 | 15.38 | 7.94 | 7.95 | 17.75 | 26.50 | 33.43 | 24.18 | 9.79 | 26.81 | 12.69 |
| Yield(%) | 0.00 | 0.94 | 1.40 | 8.64 | 7.73 | 6.17 | 4.48 | … | … | 0.00 | 0.95 | 0.00 | 2.44 | 1.79 | 42.65 | 2.51 | 1.40 | 1.23 | 0.71 | 0.06 | 0.01 | 13.36 | 5.48 | 2.57 | 2.71 |
Data as of 04/12/2012, Common starting date is 03/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBTIX (Bridge Builder Tax Managed International Equity Fund) |
-21.71%
Mar 2000 – Mar 2003 |
-8.88%
Mar 1998 – Mar 2003 |
-3.22%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBTIX (Bridge Builder Tax Managed International Equity Fund) |
24.69%
Mar 2003 – Mar 2006 |
17.72%
Oct 2002 – Oct 2007 |
6.52%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart