Performance Comparison
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
