Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BBTLX (Bridge Builder Trust – Bridge Builder Tax Managed Large Cap Fund) 5.97% 19.35% 19.68% NA NA NA NA
Data as of 06/09/2026, Common starting date is 06/01/2022
More Performance Analytics Comparison
Name Start Date End Date
BBTLX (Bridge Builder Trust – Bridge Builder Tax Managed Large Cap Fund) 06/01/2022 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -2.52 19.35 19.68 NA NA NA NA 5.97 15.09 24.76 24.86 -3.49
Sharpe Ratio NA 1.47 1.16 NA NA NA NA 0.87 0.69 1.76 1.69 -0.36
Standard Deviation(%) NA 12.10 14.26 NA NA NA NA 13.77 17.80 12.03 12.64 22.31
Draw Down(%) NA 8.70 18.02 NA NA NA NA 8.70 17.63 7.84 8.25 14.91
Yield(%) 0.00 0.99 1.29 0.89 0.44 0.30 0.22 0.00 1.01 1.13 1.37 0.31
Data as of 06/09/2026, Common starting date is 06/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBTLX (Bridge Builder Trust – Bridge Builder Tax Managed Large Cap Fund) 17.04%
Jul 2022 – Jul 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBTLX (Bridge Builder Trust – Bridge Builder Tax Managed Large Cap Fund) 23.44%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return