BBBIX vs. FJTDX
Compare and contrast key facts about BBH Limited Duration Fund (BBBIX) and Fidelity Flex Conservative Income Bond Fund (FJTDX).
BBBIX is managed by BBH. It was launched on Jul 20, 2000. FJTDX is managed by Fidelity. It was launched on May 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBBIX or FJTDX.
Key characteristics
| BBBIX | FJTDX | |
|---|---|---|
| YTD Return | 5.39% | 5.27% |
| 1Y Return | 7.40% | 6.06% |
| 3Y Return (Ann) | 4.00% | 4.01% |
| 5Y Return (Ann) | 3.33% | 2.81% |
| Sharpe Ratio | 4.61 | 3.80 |
| Sortino Ratio | 12.16 | 21.98 |
| Omega Ratio | 3.17 | 8.89 |
| Calmar Ratio | 19.89 | 60.48 |
| Martin Ratio | 58.47 | 137.17 |
| Ulcer Index | 0.13% | 0.04% |
| Daily Std Dev | 1.65% | 1.58% |
| Max Drawdown | -6.60% | -1.90% |
| Current Drawdown | -0.29% | 0.00% |
Correlation
The correlation between BBBIX and FJTDX is 0.37, 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.
Performance
BBBIX vs. FJTDX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BBBIX having a 5.39% return and FJTDX slightly lower at 5.27%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BBBIX vs. FJTDX - Expense Ratio Comparison
BBBIX has a 0.27% expense ratio, which is higher than FJTDX's 0.00% 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%.
Risk-Adjusted Performance
BBBIX vs. FJTDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Limited Duration Fund (BBBIX) and Fidelity Flex Conservative Income Bond Fund (FJTDX). 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.
Dividends
BBBIX vs. FJTDX - Dividend Comparison
BBBIX's dividend yield for the trailing twelve months is around 4.46%, less than FJTDX's 5.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBBIX BBH Limited Duration Fund | 4.46% | 4.29% | 2.37% | 1.46% | 2.30% | 3.01% | 2.67% | 2.09% | 2.23% | 2.11% | 1.57% | 1.60% |
FJTDX Fidelity Flex Conservative Income Bond Fund | 5.47% | 5.16% | 1.85% | 0.44% | 1.24% | 2.64% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBBIX vs. FJTDX - Drawdown Comparison
The maximum BBBIX drawdown since its inception was -6.60%, which is greater than FJTDX's maximum drawdown of -1.90%. Use the drawdown chart below to compare losses from any high point for BBBIX and FJTDX. For additional features, visit the drawdowns tool.
Volatility
BBBIX vs. FJTDX - Volatility Comparison
The current volatility for BBH Limited Duration Fund (BBBIX) is 0.29%, while Fidelity Flex Conservative Income Bond Fund (FJTDX) has a volatility of 0.44%. This indicates that BBBIX experiences smaller price fluctuations and is considered to be less risky than FJTDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.