Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) | 11.60% | 22.19% | 15.18% | 8.02% | 10.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) | 04/30/2015 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 22.19 | 15.18 | 8.02 | 10.37 | NA | NA | … | … | 11.60 | -0.56 | 12.09 | 15.05 | -9.75 | 28.14 | 4.81 | 29.59 | -14.43 | 12.64 | 17.01 | -5.23 |
| Sharpe Ratio | NA | 1.44 | 0.77 | 0.29 | 0.42 | NA | NA | … | … | 1.65 | -0.16 | 0.55 | 0.70 | -0.48 | 1.55 | 0.11 | 2.17 | -1.03 | 1.27 | 1.06 | -0.48 |
| Standard Deviation(%) | NA | 14.95 | 16.82 | 18.47 | 20.75 | NA | NA | … | … | 15.70 | 21.71 | 15.53 | 16.53 | 23.34 | 18.12 | 42.71 | 12.98 | 15.37 | 9.46 | 15.84 | 15.89 |
| Draw Down(%) | NA | 8.94 | 22.23 | 22.23 | 43.42 | NA | NA | … | … | 8.94 | 19.73 | 8.48 | 13.47 | 20.41 | 8.36 | 43.42 | 6.89 | 22.98 | 4.83 | 14.44 | 12.07 |
| Yield(%) | 0.00 | 11.57 | 8.70 | 7.42 | 7.31 | 4.80 | 3.60 | … | … | 0.00 | 11.58 | 8.42 | 4.31 | 6.32 | 12.79 | 1.23 | 3.02 | 4.08 | 1.31 | 0.97 | 0.64 |
Data as of 06/10/2026, Common starting date is 04/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) |
-6.29%
Mar 2017 – Mar 2020 |
1.73%
May 2015 – May 2020 |
7.61%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBVSX (BRIDGE BUILDER SMALL/MID CAP VALUE FUND BRIDGE BUILDER SMALL/MID CAP VALUE FUND) |
21.88%
Mar 2020 – Mar 2023 |
17.23%
Mar 2020 – Mar 2025 |
11.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart