BBBIX vs. CLOA

In the year-to-date period, BBBIX achieves a 5.82% return, which is significantly lower than CLOA's 7.07% return.

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BBBIX has a 0.27% expense ratio, which is higher than CLOA's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BBH Limited Duration Fund (BBBIX) and BlackRock AAA CLO ETF (CLOA). 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.

The current BBBIX Sharpe Ratio is 3.83, which is lower than the CLOA Sharpe Ratio of 9.71. The chart below compares the historical Sharpe Ratios of BBBIX and CLOA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBBIX's dividend yield for the trailing twelve months is around 4.49%, less than CLOA's 6.02% yield.

The maximum BBBIX drawdown since its inception was -6.60%, which is greater than CLOA's maximum drawdown of -1.34%. Use the drawdown chart below to compare losses from any high point for BBBIX and CLOA. For additional features, visit the drawdowns tool.

BBH Limited Duration Fund (BBBIX) has a higher volatility of 0.20% compared to BlackRock AAA CLO ETF (CLOA) at 0.15%. This indicates that BBBIX's price experiences larger fluctuations and is considered to be riskier than CLOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.