Bridge Builder Small/Mid Cap Value (BBVSX)

13.70 +0.35 (+2.62%) USD  |  May 17 2022

BBVSX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 17, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Bridge Builder Small/Mid Cap Value
--
--
--
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17.01%
12.64%
-14.43%
28.05%
4.80%
28.02%
-7.06%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-13.74%
JPMorgan Mid Cap Value I
20.19%
31.66%
14.85%
-2.59%
14.37%
13.41%
-11.86%
26.34%
0.17%
29.80%
-4.94%
Vanguard Mid-Cap Value Index Admiral
16.02%
37.66%
13.98%
-1.80%
15.26%
17.04%
-12.42%
27.99%
2.54%
28.76%
-3.97%
MFS Mid Cap Value I
18.86%
36.57%
10.15%
-2.27%
15.68%
13.69%
-11.44%
30.83%
4.27%
30.86%
-6.64%
JHancock Disciplined Value Mid Cap I
18.57%
39.49%
13.29%
2.06%
15.25%
15.64%
-14.74%
30.14%
5.91%
26.95%
-5.31%
As of May 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Bridge Builder Small/Mid Cap Value
-3.52%
-4.33%
-7.47%
-3.61%
11.55%
8.90%
--
--
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7.65%
S&P 500 Total Return
-6.80%
-6.32%
-12.17%
-0.38%
14.55%
13.66%
14.32%
9.05%
8.89%
10.11%
JPMorgan Mid Cap Value I
-3.62%
-2.99%
-4.85%
-1.31%
10.43%
8.76%
11.58%
8.04%
9.75%
11.73%
Vanguard Mid-Cap Value Index Admiral
-3.83%
-0.99%
-3.11%
1.70%
12.44%
9.94%
12.90%
8.07%
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9.02%
MFS Mid Cap Value I
-3.54%
-4.03%
-5.47%
0.42%
12.62%
10.43%
12.60%
8.02%
9.11%
9.40%
JHancock Disciplined Value Mid Cap I
-3.53%
-4.41%
-4.62%
-2.09%
12.57%
9.73%
13.15%
9.65%
10.66%
10.10%
As of May 17, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022