Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBTSX (Bridge Builder Trust – Bridge Builder Tax Managed Small/Mid Cap Fund) | 10.15% | 18.40% | 12.13% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBTSX (Bridge Builder Trust – Bridge Builder Tax Managed Small/Mid Cap Fund) | 06/01/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 18.40 | 12.13 | NA | NA | NA | NA | … | … | 10.15 | 5.93 | 10.66 | 16.30 | -1.44 |
| Sharpe Ratio | NA | 1.17 | 0.58 | NA | NA | NA | NA | … | … | 1.38 | 0.15 | 0.46 | 0.78 | -0.19 |
| Standard Deviation(%) | NA | 15.37 | 17.20 | NA | NA | NA | NA | … | … | 17.27 | 20.07 | 15.28 | 16.31 | 25.00 |
| Draw Down(%) | NA | 9.94 | 24.48 | NA | NA | NA | NA | … | … | 9.94 | 21.69 | 8.14 | 14.35 | 15.36 |
| Yield(%) | 0.00 | 0.82 | 0.91 | 0.62 | 0.31 | 0.21 | 0.16 | … | … | 0.00 | 0.81 | 0.81 | 0.95 | 0.26 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BBTSX (Bridge Builder Trust – Bridge Builder Tax Managed Small/Mid Cap Fund) |
8.00%
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 |
|---|---|---|---|---|
| BBTSX (Bridge Builder Trust – Bridge Builder Tax Managed Small/Mid Cap Fund) |
14.84%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart