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Bridge Builder Small/Mid Cap Value (BBVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.58+0.10 (+0.69%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.42%
5-Year Average Return10.57%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)28.05%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return28.05%
Worst 3-Yr Total Return4.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBBVSXCategory
YTD2.19%21.28%
1-Month-5.53%-1.96%
3-Month4.32%4.90%
1-Year17.00%55.83%
3-Year4.08%11.08%
5-Year9.06%11.93%
10-Year0.00%10.64%
Last Bull Market28.39%25.54%
Last Bear Market-12.72%-22.08%

Annual Total Return (%) History

Year
BBVSXCategory
2024
N/AN/A
2023
15.04%N/A
2022
-9.68%N/A
2021
28.02%N/A
2020
4.80%2.63%
2019
28.05%25.18%
2018
-14.43%-12.86%
2017
12.64%13.22%
2016
17.01%18.06%
2015
N/A-5.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20231.13%4.16%-3.53%13.21%
2022-2.37%-12.72%-5.02%11.59%
202115.16%5.50%-1.67%7.17%
2020-32.28%18.52%4.13%25.39%
201913.19%4.34%1.56%6.76%
2018-2.00%1.87%3.43%-17.13%
20172.79%0.72%4.30%4.31%
20160.32%2.04%6.53%7.30%
2015-7.90%2.80%N/AN/A

Rank In Category (By Total Return)

YTD56
1-Month66
3-Month43
1-Year30
3-Year60
5-Year41

Load Adjusted Returns

1-Year17.00%
3-Year4.08%
5-Year9.06%
10-YearN/A