BASBX vs. TNUIX
BASBX (Brown Advisory Sustainable Bond Fund) and TNUIX (1290 Diversified Bond Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, BASBX returned -0.58%/yr vs -1.11%/yr for TNUIX. A 0.67 correlation means they provide meaningful diversification when combined. BASBX charges 0.49%/yr vs 0.50%/yr for TNUIX.
Performance
BASBX vs. TNUIX - Performance Comparison
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Returns By Period
In the year-to-date period, BASBX achieves a 0.29% return, which is significantly lower than TNUIX's 2.68% return.
BASBX
- 1D
- -0.24%
- 1M
- 0.58%
- YTD
- 0.29%
- 6M
- 0.34%
- 1Y
- 3.97%
- 3Y*
- 3.36%
- 5Y*
- -0.58%
- 10Y*
- —
TNUIX
- 1D
- -0.35%
- 1M
- 1.95%
- YTD
- 2.68%
- 6M
- 2.80%
- 1Y
- 6.50%
- 3Y*
- 3.78%
- 5Y*
- -1.11%
- 10Y*
- 2.92%
BASBX vs. TNUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BASBX Brown Advisory Sustainable Bond Fund | 0.29% | 6.84% | 0.93% | 3.42% | -13.45% | -0.39% | 8.88% | 10.17% | -0.57% | 0.14% |
TNUIX 1290 Diversified Bond Fund | 2.68% | 10.61% | -3.72% | 3.21% | -12.54% | -2.46% | 17.14% | 10.28% | 2.30% | 0.87% |
Correlation
The correlation between BASBX and TNUIX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2017 | 0.67 |
The correlation between BASBX and TNUIX shifts across timeframes, from 0.56 (1 year) to 0.80 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BASBX vs. TNUIX — Risk / Return Rank
BASBX
TNUIX
BASBX vs. TNUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Bond Fund (BASBX) and 1290 Diversified Bond Fund (TNUIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BASBX | TNUIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.46 | -1.04 |
| Martin ratioReturn relative to average drawdown | 4.08 | 6.32 | -2.23 |
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Drawdowns
BASBX vs. TNUIX - Drawdown Comparison
The maximum BASBX drawdown since its inception was -18.78%, smaller than the maximum TNUIX drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for BASBX and TNUIX.
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Drawdown Indicators
| BASBX | TNUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.78% | -26.30% | +7.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -2.71% | -0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -6.65% | -14.40% | +7.75% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -26.17% | +7.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.30% | — |
Current DrawdownCurrent decline from peak | -4.25% | -6.09% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -6.29% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.05% | -0.01% |
Volatility
BASBX vs. TNUIX - Volatility Comparison
The current volatility for Brown Advisory Sustainable Bond Fund (BASBX) is 1.08%, while 1290 Diversified Bond Fund (TNUIX) has a volatility of 1.36%. This indicates that BASBX experiences smaller price fluctuations and is considered to be less risky than TNUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BASBX | TNUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.36% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 4.12% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 5.86% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.71% | 9.50% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.09% | 7.74% | -2.65% |
BASBX vs. TNUIX - Expense Ratio Comparison
BASBX has a 0.49% expense ratio, which is lower than TNUIX's 0.50% expense ratio.
Dividends
BASBX vs. TNUIX - Dividend Comparison
BASBX's dividend yield for the trailing twelve months is around 4.30%, more than TNUIX's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BASBX Brown Advisory Sustainable Bond Fund | 4.30% | 4.35% | 4.40% | 3.66% | 2.07% | 2.73% | 4.04% | 5.23% | 2.59% | 0.64% | 0.00% |
TNUIX 1290 Diversified Bond Fund | 3.28% | 7.28% | 6.39% | 3.71% | 3.51% | 4.61% | 2.68% | 8.07% | 3.67% | 2.94% | 0.12% |
Frequently Asked Questions
BASBX and TNUIX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TNUIX has higher volatility (1.36%) compared to BASBX (1.08%). In terms of maximum drawdown, BASBX dropped -18.78% vs TNUIX's -26.30%.
TNUIX currently has the higher Sharpe Ratio (1.14 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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