BBHLX vs. FAOIX
BBHLX (BBH Partner Fund - International Equity) and FAOIX (Fidelity Advisor Overseas Fund Class I) are both Foreign Large Cap Equities funds. Over the past 10 years, BBHLX returned 8.50%/yr vs 7.63%/yr for FAOIX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. BBHLX charges 0.68%/yr vs 1.12%/yr for FAOIX.
Performance
BBHLX vs. FAOIX - Performance Comparison
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Returns By Period
Over the past 10 years, BBHLX has outperformed FAOIX with an annualized return of 8.50%, while FAOIX has yielded a comparatively lower 7.63% annualized return.
BBHLX
- 1D
- 2.31%
- 1M
- -0.70%
- 6M
- 6.31%
- YTD
- 9.88%
- 1Y
- 19.79%
- 3Y*
- 13.97%
- 5Y*
- 4.70%
- 10Y*
- 8.50%
- ALL TIME*
- 6.09%
FAOIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.00%
- YTD
- 0.00%
- 1Y
- -0.26%
- 3Y*
- 7.86%
- 5Y*
- 2.74%
- 10Y*
- 7.63%
- ALL TIME*
- 5.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBHLX vs. FAOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBHLX BBH Partner Fund - International Equity | 9.88% | 26.19% | 7.97% | 14.37% | -24.22% | 1.76% | 24.07% | 30.02% | -9.65% | 20.49% |
FAOIX Fidelity Advisor Overseas Fund Class I | 0.00% | 15.25% | 4.92% | 20.35% | -24.38% | 19.23% | 15.08% | 27.82% | -14.85% | 30.05% |
Correlation
The correlation between BBHLX and FAOIX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 1995 | 0.75 |
Over the past year, the correlation between BBHLX and FAOIX has dropped to 0.44 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
BBHLX vs. FAOIX — Risk / Return Rank
BBHLX
FAOIX
BBHLX vs. FAOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Partner Fund - International Equity (BBHLX) and Fidelity Advisor Overseas Fund Class I (FAOIX). 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.
| BBHLX | FAOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.93 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | -0.32 | +1.72 |
| Martin ratioReturn relative to average drawdown | 4.96 | -0.49 | +5.45 |
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Drawdowns
BBHLX vs. FAOIX - Drawdown Comparison
The maximum BBHLX drawdown since its inception was -53.11%, smaller than the maximum FAOIX drawdown of -59.86%. Use the drawdown chart below to compare losses from any high point for BBHLX and FAOIX.
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Drawdown Indicators
| BBHLX | FAOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.11% | -59.86% | +6.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -7.28% | -5.06% |
Max Drawdown (3Y)Largest decline over 3 years | -14.01% | -13.98% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -40.57% | -36.33% | -4.24% |
Max Drawdown (10Y)Largest decline over 10 years | -40.57% | -36.33% | -4.24% |
Current DrawdownCurrent decline from peak | -2.00% | -5.85% | +3.85% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -14.17% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 4.48% | -1.01% |
Volatility
BBHLX vs. FAOIX - Volatility Comparison
BBH Partner Fund - International Equity (BBHLX) has a higher volatility of 4.93% compared to Fidelity Advisor Overseas Fund Class I (FAOIX) at 0.00%. This indicates that BBHLX's price experiences larger fluctuations and is considered to be riskier than FAOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBHLX | FAOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 0.00% | +4.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.60% | 0.00% | +14.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 7.69% | +9.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.97% | 16.67% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 16.29% | +1.82% |
BBHLX vs. FAOIX - Expense Ratio Comparison
BBHLX has a 0.68% expense ratio, which is lower than FAOIX's 1.12% expense ratio.
Dividends
BBHLX vs. FAOIX - Dividend Comparison
BBHLX's dividend yield for the trailing twelve months is around 1.56%, less than FAOIX's 8.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBHLX BBH Partner Fund - International Equity | 1.56% | 1.72% | 0.96% | 0.89% | 0.49% | 12.97% | 2.79% | 1.63% | 7.98% | 7.98% | 1.98% | 2.03% |
FAOIX Fidelity Advisor Overseas Fund Class I | 8.49% | 8.49% | 1.66% | 0.96% | 0.63% | 2.06% | 0.00% | 1.35% | 5.09% | 3.79% | 1.49% | 0.63% |
Frequently Asked Questions
BBHLX and FAOIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBHLX has higher volatility (4.93%) compared to FAOIX (0.00%). In terms of maximum drawdown, BBHLX dropped -53.11% vs FAOIX's -59.86%.
BBHLX currently has the higher Sharpe Ratio (0.99 vs -0.31), 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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