Nasdaq - Delayed Quote • USD
Bridge Builder Small/Mid Cap Growth (BBGSX)
At close: 8:01 PM EDT
Fund Summary
The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.15% |
| 5y Average Return | 8.33% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BBGSX | Category Average | BBGSX | Category Average | BBGSX | Category Average | |
| Alpha | -8.61 | 0.01 | -4.56 | 0.01 | -- | -0.02 |
| BETA | 1.06 | 0.01 | 1.06 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.37 | 0.02 | 1 | 0.02 | -- | 0.01 |
| R-squared | 82.9 | 0.82 | 84.37 | 0.79 | -- | 0.8 |
| Standard Deviation | 20.46 | 0.23 | 21.18 | 0.19 | -- | 0.17 |
| Sharpe Ratio | 0.07 | 0.01 | 0.47 | 0.01 | -- | 0.01 |
| Treynor Ratio | -0.58 | 0.18 | 7.64 | 0.17 | -- | 0.12 |
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