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Bridge Builder Small/Mid Cap Growth (BBGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.91-0.14 (-0.93%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.22%
5-year average return8.49%
Number of years up6
Number of years down2
Best 1-yr total return (13 Jun 2024)34.42%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return34.42%
Worst 3-yr total return-0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBBGSXCategory
YTD6.14%10.80%
1-month2.17%4.43%
3-month-2.21%7.00%
1-year21.57%48.17%
3-year-0.62%21.26%
5-year9.64%20.18%
10-year0.00%14.07%
Last bull market32.08%27.14%
Last bear market-20.22%-21.26%

Annual total return (%) history

Year
BBGSXCategory
2024
N/AN/A
2023
20.97%N/A
2022
-29.84%N/A
2021
16.37%N/A
2020
34.42%39.26%
2019
29.03%32.52%
2018
-2.10%-6.65%
2017
21.45%23.91%
2016
11.47%6.03%
2015
N/A-0.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.22%N/AN/AN/A
20237.66%5.85%-4.70%11.40%
2022-13.35%-20.22%-1.90%3.45%
20212.46%8.87%1.10%3.18%
2020-20.63%29.32%8.01%21.24%
201916.93%5.24%-2.18%7.19%
20183.59%4.16%7.84%-15.86%
20175.85%4.08%3.66%6.36%
2016-0.75%3.22%5.93%2.72%
2015-9.74%4.73%N/AN/A

Rank in category (by total return)

YTD36
1-month50
3-month58
1-year32
3-year52
5-year58

Load adjusted returns

1-year21.57%
3-year-0.62%
5-year9.64%
10-yearN/A