BBVSX
Bridge Builder Small/Mid Cap Value Fund
Mutual fund
$15.64+0.15 (+0.97%)Close Oct 2, 2026
Apr 27, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $26,251
- CAGR
- +8.81%
- Max drawdown
- −43.42%
- Sharpe ratio
- 0.52
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.58%
- 3M
- −2.98%
- 6M
- +9.07%
- YTD
- +12.68%
- 1Y
- +14.03%
- 3Y
- +16.54%
- 5Y
- +8.60%
- 10Y
- +9.93%
- Since 2015
- +8.81%
Metrics
Since 2015| Volatility | 20.03% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.20 |
| Best year, 2019 | +29.59% |
| Worst year, 2018 | −14.47% |
| Positive years | 8 of 10 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.4% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −23.0% | Aug 2018 | Dec 2018 | Oct 2019 | 1.2 years |
| −22.2% | Nov 2024 | Apr 2025 | Aug 2025 | 9 months |
| −21.5% | Jun 2015 | Feb 2016 | Aug 2016 | 1.2 years |
| −20.4% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
2015 from Apr 27 · 2026 through Oct 2