Bridge Builder Trust Fund Manager Performance Evaluation
| BBTLX Fund | 15.37 0.10 0.65% |
The fund shows a Beta (market volatility) of 0.76, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Bridge Builder's returns are expected to increase less than the market. However, during the bear market, the loss of holding Bridge Builder is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Bridge Builder Trust are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak essential indicators, Bridge Builder may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.2500 |
Bridge |
Bridge Builder Relative Risk vs. Return Landscape
If you would invest 1,419 in Bridge Builder Trust on September 13, 2024 and sell it today you would earn a total of 118.00 from holding Bridge Builder Trust or generate 8.32% return on investment over 90 days. Bridge Builder Trust is currently producing 0.1289% returns and takes up 0.6481% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Bridge, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bridge Builder Current Valuation
Undervalued
Today
Please note that Bridge Builder's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Bridge Builder Trust shows a prevailing Real Value of USD16.14 per share. The current price of the fund is USD15.37. We determine the value of Bridge Builder Trust from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Bridge Builder is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Bridge Mutual Fund. However, Bridge Builder's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.37 | Real 16.14 | Hype 15.27 | Naive 15.23 |
The intrinsic value of Bridge Builder's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Bridge Builder's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Bridge Builder Trust helps investors to forecast how Bridge mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Bridge Builder more accurately as focusing exclusively on Bridge Builder's fundamentals will not take into account other important factors: Bridge Builder Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Bridge Builder's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Bridge Builder Trust, and traders can use it to determine the average amount a Bridge Builder's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1989
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| Cash | BBTLX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Bridge Builder is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Bridge Builder by adding it to a well-diversified portfolio.
Bridge Builder Fundamentals Growth
Bridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Bridge Builder, and Bridge Builder fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Bridge Mutual Fund performance.
About Bridge Builder Performance
Evaluating Bridge Builder's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Bridge Builder has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Bridge Builder has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests, under normal market conditions, at least 80 percent of its net assets in the securities of large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. It may also invest in other investment companies, including other open-end or closed-end investment companies and ETFs that have characteristics that are consistent with the funds investment objective.Things to note about Bridge Builder Trust performance evaluation
Checking the ongoing alerts about Bridge Builder for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Bridge Builder Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Bridge Builder's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Bridge Builder's stock is overvalued or undervalued compared to its peers.
- Examining Bridge Builder's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Bridge Builder's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Bridge Builder's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Bridge Builder's mutual fund. These opinions can provide insight into Bridge Builder's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Bridge Mutual Fund
Bridge Builder financial ratios help investors to determine whether Bridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bridge with respect to the benefits of owning Bridge Builder security.
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