BBBIX vs. BBMIX

Last updated Apr 2, 2026

Compare and contrast key facts about BBH Limited Duration Fund (BBBIX) and BBH Select Series - Mid Cap Fund (BBMIX).

BBBIX is managed by BBH. It was launched on Jul 20, 2000. BBMIX is managed by BBH. It was launched on May 23, 2021.

Performance

BBBIX vs. BBMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Limited Duration Fund (BBBIX) and BBH Select Series - Mid Cap Fund (BBMIX). The values are adjusted to include any dividend payments, if applicable.

BBBIX vs. BBMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
BBBIX BBH Limited Duration Fund	0.23%	5.62%	6.79%	7.63%	-1.42%	0.36%
BBMIX BBH Select Series - Mid Cap Fund	2.86%	-6.45%	11.41%	26.01%	-24.76%	13.50%

Returns By Period

In the year-to-date period, BBBIX achieves a 0.23% return, which is significantly lower than BBMIX's 2.86% return.

BBBIX

• 1D: 0.00%
• 1M: -0.38%
• YTD: 0.23%
• 6M: 1.40%
• 1Y: 4.45%
• 3Y*: 6.17%
• 5Y*: 3.83%
• 10Y*: 3.39%

BBMIX

• 1D: 0.00%
• 1M: 2.86%
• YTD: 2.86%
• 6M: -2.21%
• 1Y: 2.13%
• 3Y*: 7.96%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBBIX vs. BBMIX - Expense Ratio Comparison

BBBIX has a 0.27% expense ratio, which is lower than BBMIX's 0.90% expense ratio.

BBMIX

BBH Select Series - Mid Cap Fund

BBBIX

BBH Limited Duration Fund

Return for Risk

BBBIX vs. BBMIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBBIX

BBBIX Risk / Return Rank: 99
BBBIX Sharpe Ratio Rank: 98
BBBIX Sortino Ratio Rank: 99
BBBIX Omega Ratio Rank: 99
BBBIX Calmar Ratio Rank: 99
BBBIX Martin Ratio Rank: 99

BBMIX

BBMIX Risk / Return Rank: 5
BBMIX Sharpe Ratio Rank: 5
BBMIX Sortino Ratio Rank: 6
BBMIX Omega Ratio Rank: 7
BBMIX Calmar Ratio Rank: 2
BBMIX Martin Ratio Rank: 2

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBBIX vs. BBMIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Limited Duration Fund (BBBIX) and BBH Select Series - Mid Cap Fund (BBMIX). 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.

	BBBIX	BBMIX	Difference
Sharpe ratio Return per unit of total volatility	2.84	0.15	+2.69
Sortino ratio Return per unit of downside risk	6.89	0.37	+6.52
Omega ratio Gain probability vs. loss probability	2.20	1.06	+1.15
Calmar ratio Return relative to maximum drawdown	7.75	-0.23	+7.98
Martin ratio Return relative to average drawdown	28.07	-0.55	+28.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBBIX vs. BBMIX - Sharpe Ratio Comparison

The current BBBIX Sharpe Ratio is 2.84, which is higher than the BBMIX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of BBBIX and BBMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BBBIX	BBMIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.84	0.15	+2.69
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	2.52	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	2.33	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.47	0.16	+1.31

Correlation

The correlation between BBBIX and BBMIX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BBBIX vs. BBMIX - Dividend Comparison

BBBIX's dividend yield for the trailing twelve months is around 4.26%, while BBMIX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBBIX BBH Limited Duration Fund	4.26%	4.68%	4.88%	4.31%	1.84%	1.35%	2.09%	3.01%	2.66%	2.09%	2.23%	2.08%
BBMIX BBH Select Series - Mid Cap Fund	0.00%	0.00%	0.32%	0.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

BBBIX vs. BBMIX - Drawdown Comparison

The maximum BBBIX drawdown since its inception was -6.60%, smaller than the maximum BBMIX drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for BBBIX and BBMIX.

Drawdown Indicators

	BBBIX	BBMIX	Difference
Max Drawdown Largest peak-to-trough decline	-6.60%	-28.90%	+22.30%
Max Drawdown (1Y) Largest decline over 1 year	-0.57%	-13.27%	+12.70%
Max Drawdown (5Y) Largest decline over 5 years	-3.16%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-6.60%	—	—
Current Drawdown Current decline from peak	-0.48%	-11.28%	+10.80%
Average Drawdown Average peak-to-trough decline	-0.47%	-10.49%	+10.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.16%	9.15%	-8.99%

Volatility

BBBIX vs. BBMIX - Volatility Comparison

The current volatility for BBH Limited Duration Fund (BBBIX) is 0.30%, while BBH Select Series - Mid Cap Fund (BBMIX) has a volatility of 2.82%. This indicates that BBBIX experiences smaller price fluctuations and is considered to be less risky than BBMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBBIX	BBMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.30%	2.82%	-2.52%
Volatility (6M) Calculated over the trailing 6-month period	1.04%	9.38%	-8.34%
Volatility (1Y) Calculated over the trailing 1-year period	1.61%	20.37%	-18.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.52%	20.03%	-18.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.46%	20.03%	-18.57%