Bridge Builder Municipal Fund Manager Performance Evaluation
| BBMUX Fund | USD 9.82 0.02 0.20% |
The fund shows a Beta (market volatility) of 0.0406, which signifies not very significant fluctuations relative to the market. 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Bridge Builder Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Bridge Builder is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1500 |
Bridge |
Bridge Builder Relative Risk vs. Return Landscape
If you would invest 987.00 in Bridge Builder Municipal on February 24, 2024 and sell it today you would lose (5.00) from holding Bridge Builder Municipal or give up 0.51% of portfolio value over 90 days. Bridge Builder Municipal is currently producing negative expected returns and takes up 0.1403% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Bridge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Bridge Builder Current Valuation
Fairly Valued
Today
Please note that Bridge Builder's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Bridge Builder Municipal shows a prevailing Real Value of $9.9 per share. The current price of the fund is $9.82. We determine the value of Bridge Builder Municipal 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.
Our valuation method for Bridge Builder Municipal is useful when determining the fair value of the Bridge mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Bridge Builder. 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 9.82 | Real 9.9 | Hype 9.91 | Naive 9.79 |
The real value of Bridge Mutual Fund, also known as its intrinsic value, is the underlying worth of Bridge Builder Municipal Mutual Fund, which is reflected in its stock price. It is based on Bridge Builder's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Municipal 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 Municipal, 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 = -0.0568
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BBMUX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Bridge Builder is not performing at its full potential. However, 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 Bridge Builder 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.
| Total Asset | 10.97 B | |||
About Bridge Builder Performance
To evaluate Bridge Builder Municipal Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Bridge Builder generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Bridge Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Bridge Builder Municipal market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Bridge's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 municipal securities of any maturity or duration whose interest is exempt from federal income tax. It invests in municipal securities rated below investment grade, also known as junk bonds, or in unrated municipal securities that a sub-adviser believes are of comparable quality.Things to note about Bridge Builder Municipal 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 Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Bridge Builder generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Bridge Builder Municipal holds about 6.33% of its assets under management (AUM) in cash |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bridge Builder Municipal. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.