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Bridge Builder Small/mid Cap Growth Fund: (MF: BBGSX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$14.49 USD
-0.42 (-2.82%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.49 | 66 |
| 3 months | -4.25 | 85 |
| 6 months | 6.49 | 66 |
| 1 Year | 13.05 | 69 |
| 3 Year | -1.94 | 89 |
| 5 Year | 8.19 | 81 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.05 |
| 5 Year | 8.19 |
| 10 Year | NA |
| Since Inception | 9.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.22 | -4.25 | NA | NA |
| 2023 | 7.65 | 5.85 | -4.70 | 11.39 |
| 2022 | -13.34 | -20.22 | -1.89 | 3.44 |
| 2021 | 2.46 | 8.87 | 1.10 | 3.19 |
| 2020 | -20.62 | 29.32 | 8.01 | 21.24 |
| 2019 | 16.92 | 5.24 | -2.17 | 7.17 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.49 | 20.97 | -29.84 | 16.38 | 34.42 | 29.01 | -2.10 | 21.49 | 11.47 |
| % Total Return Rel to Index | -8.81 | -5.27 | -11.63 | -12.29 | 16.02 | -2.47 | 2.28 | -0.30 | -0.46 |
| % Total Return Rel to Peer | -4.17 | -2.02 | -10.14 | -5.67 | 14.50 | 0.58 | 4.75 | 0.81 | 3.65 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.04 | 0.02 | 0.01 | 0.03 | 0.05 | 0.04 | 0.04 | 0.03 |
| % Yield | 0.00 | 0.30 | 0.18 | 0.05 | 0.18 | 0.33 | 0.36 | 0.31 | 0.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.01 | 2.11 | 0.53 | 0.66 | 0.10 | 0.00 |
| Expense Ratio | 0.00 | 0.36 | 0.38 | 0.37 | 0.38 | 0.39 | 0.41 | 0.43 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%