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Bridge Builder Small/Mid Cap Growth Fund BBGSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BBGSX | Replication |
|---|---|---|
| Annualized growth | 2.6% | 5.5% |
| Annualized volatility | 20.3% | 20.5% |
| Sharpe ratio | 0.23 | 0.36 |
| Maximum drawdown | 37.0% | 35.0% |
| Replication fit (R²) | 0.98 · Tracking error 2.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model BBGSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 58.3% |
| VOT | Mid-Cap · Growth | 29.5% |
| MTUM | Factor · Momentum | 6.1% |
| XLV | Sector · Healthcare | 3.0% |
| VUG | Style · Growth | 3.0% |