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Bridge Builder Large Cap Growth Fund: (MF: BBGLX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$26.54 USD
+0.24 (0.91%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.99 | 38 |
| 3 months | 7.58 | 13 |
| 6 months | 7.63 | 62 |
| 1 Year | 25.81 | 34 |
| 3 Year | 4.85 | 61 |
| 5 Year | 15.52 | 22 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 25.05 |
| 5 Year | 15.06 |
| 10 Year | NA |
| Since Inception | 13.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.30 | 3.07 | NA | NA |
| 2023 | 10.00 | 9.25 | -3.21 | 13.64 |
| 2022 | -9.48 | -19.54 | -4.20 | 4.88 |
| 2021 | 2.67 | 10.41 | 1.58 | 6.99 |
| 2020 | -14.52 | 26.46 | 11.39 | 11.99 |
| 2019 | 15.59 | 4.49 | 0.95 | 9.29 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.99 | 32.20 | -26.82 | 23.22 | 34.84 | 33.28 | 0.11 | 25.32 | 3.23 |
| % Total Return Rel to Index | -2.55 | 5.95 | -8.61 | -5.46 | 16.44 | 1.79 | 4.50 | 3.52 | -8.70 |
| % Total Return Rel to Peer | 2.14 | 9.20 | -7.12 | 1.16 | 14.92 | 4.85 | 6.97 | 4.64 | -4.58 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.17 | 0.12 | 0.11 | 0.11 | 0.14 | 0.13 | 0.10 | 0.09 |
| % Yield | 0.00 | 0.74 | 0.67 | 0.45 | 0.51 | 0.84 | 1.05 | 0.76 | 0.88 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.69 | 0.64 | 0.18 | 0.49 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.18 | 0.19 | 0.19 | 0.22 | 0.22 | 0.24 | 0.28 | 0.31 |
* 1 = Top 20%, 5 = Bottom 20%