BBBMX vs. SHY
Compare and contrast key facts about BBH Limited Duration Fund Class N (BBBMX) and iShares 1-3 Year Treasury Bond ETF (SHY).
BBBMX is an actively managed fund by BBH. It was launched on Jul 20, 2000. SHY is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 1-3 Year Treasury Bond Index. It was launched on Jul 22, 2002.
Performance
BBBMX vs. SHY - Performance Comparison
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BBBMX vs. SHY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBBMX BBH Limited Duration Fund Class N | 0.22% | 5.54% | 6.81% | 7.44% | -1.48% | 1.10% | 2.78% | 4.30% | 1.99% | 2.31% |
SHY iShares 1-3 Year Treasury Bond ETF | 0.26% | 4.95% | 3.92% | 4.16% | -3.88% | -0.71% | 3.03% | 3.38% | 1.46% | 0.26% |
Returns By Period
In the year-to-date period, BBBMX achieves a 0.22% return, which is significantly lower than SHY's 0.26% return. Over the past 10 years, BBBMX has outperformed SHY with an annualized return of 3.31%, while SHY has yielded a comparatively lower 1.65% annualized return.
BBBMX
- 1D
- 0.10%
- 1M
- -0.29%
- YTD
- 0.22%
- 6M
- 1.37%
- 1Y
- 4.38%
- 3Y*
- 6.12%
- 5Y*
- 3.75%
- 10Y*
- 3.31%
SHY
- 1D
- -0.00%
- 1M
- -0.29%
- YTD
- 0.26%
- 6M
- 1.22%
- 1Y
- 3.57%
- 3Y*
- 3.88%
- 5Y*
- 1.70%
- 10Y*
- 1.65%
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BBBMX vs. SHY - Expense Ratio Comparison
BBBMX has a 0.35% expense ratio, which is higher than SHY's 0.15% expense ratio.
Return for Risk
BBBMX vs. SHY — Risk / Return Rank
BBBMX
SHY
BBBMX vs. SHY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Limited Duration Fund Class N (BBBMX) and iShares 1-3 Year Treasury Bond ETF (SHY). 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.
| BBBMX | SHY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.73 | 2.48 | +0.26 |
Sortino ratioReturn per unit of downside risk | 6.79 | 4.07 | +2.71 |
Omega ratioGain probability vs. loss probability | 2.33 | 1.52 | +0.81 |
Calmar ratioReturn relative to maximum drawdown | 7.63 | 4.06 | +3.57 |
Martin ratioReturn relative to average drawdown | 28.54 | 15.56 | +12.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBBMX | SHY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.73 | 2.48 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.48 | 0.87 | +1.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.28 | 1.06 | +1.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | 1.29 | -0.08 |
Correlation
The correlation between BBBMX and SHY is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBBMX vs. SHY - Dividend Comparison
BBBMX's dividend yield for the trailing twelve months is around 4.19%, more than SHY's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBBMX BBH Limited Duration Fund Class N | 4.19% | 4.60% | 4.80% | 4.23% | 1.78% | 1.29% | 2.03% | 2.93% | 2.57% | 1.99% | 2.00% | 1.72% |
SHY iShares 1-3 Year Treasury Bond ETF | 3.72% | 3.81% | 3.92% | 2.99% | 1.30% | 0.26% | 0.94% | 2.12% | 1.72% | 0.98% | 0.71% | 0.54% |
Drawdowns
BBBMX vs. SHY - Drawdown Comparison
The maximum BBBMX drawdown since its inception was -6.50%, which is greater than SHY's maximum drawdown of -5.71%. Use the drawdown chart below to compare losses from any high point for BBBMX and SHY.
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Drawdown Indicators
| BBBMX | SHY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.50% | -5.71% | -0.79% |
Max Drawdown (1Y)Largest decline over 1 year | -0.57% | -0.89% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -3.18% | -5.71% | +2.53% |
Max Drawdown (10Y)Largest decline over 10 years | -6.50% | -5.71% | -0.79% |
Current DrawdownCurrent decline from peak | -0.38% | -0.47% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -0.58% | -0.52% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.15% | 0.23% | -0.08% |
Volatility
BBBMX vs. SHY - Volatility Comparison
The current volatility for BBH Limited Duration Fund Class N (BBBMX) is 0.35%, while iShares 1-3 Year Treasury Bond ETF (SHY) has a volatility of 0.58%. This indicates that BBBMX experiences smaller price fluctuations and is considered to be less risky than SHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBBMX | SHY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.35% | 0.58% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.12% | 0.89% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.65% | 1.45% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.52% | 1.97% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.45% | 1.56% | -0.11% |