BBMIX vs. BBNIX
BBMIX (BBH Select Series - Mid Cap Fund) and BBNIX (BBH Income Fund) are both mutual funds - BBMIX is a Mid Cap Growth Equities fund managed by BBH, while BBNIX is a Intermediate Core-Plus Bond fund managed by BBH. Over the past 5 years, BBMIX returned 2.22%/yr vs 0.94%/yr for BBNIX. At a 0.14 correlation, their price movements are largely independent. BBMIX charges 0.90%/yr vs 0.47%/yr for BBNIX.
Performance
BBMIX vs. BBNIX - Performance Comparison
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Returns By Period
In the year-to-date period, BBMIX achieves a 2.86% return, which is significantly higher than BBNIX's 0.49% return.
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.86%
- YTD
- 2.86%
- 1Y
- -3.85%
- 3Y*
- 5.06%
- 5Y*
- 2.22%
- 10Y*
- —
BBNIX
- 1D
- 0.11%
- 1M
- 0.12%
- 6M
- 0.38%
- YTD
- 0.49%
- 1Y
- 4.56%
- 3Y*
- 6.07%
- 5Y*
- 0.94%
- 10Y*
- —
BBMIX vs. BBNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBMIX BBH Select Series - Mid Cap Fund | 2.86% | -6.45% | 11.41% | 26.01% | -24.76% | 13.50% |
BBNIX BBH Income Fund | 0.49% | 7.86% | 3.87% | 9.07% | -14.89% | 2.35% |
Correlation
The correlation between BBMIX and BBNIX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since May 24, 2021 | 0.14 |
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Return for Risk
BBMIX vs. BBNIX — Risk / Return Rank
BBMIX
BBNIX
BBMIX vs. BBNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Select Series - Mid Cap Fund (BBMIX) and BBH Income Fund (BBNIX). 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.
| BBMIX | BBNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.20 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 1.46 | -2.05 |
| Martin ratioReturn relative to average drawdown | -0.87 | 4.06 | -4.93 |
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Drawdowns
BBMIX vs. BBNIX - Drawdown Comparison
The maximum BBMIX drawdown since its inception was -28.90%, which is greater than BBNIX's maximum drawdown of -18.96%. Use the drawdown chart below to compare losses from any high point for BBMIX and BBNIX.
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Drawdown Indicators
| BBMIX | BBNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.90% | -18.96% | -9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -2.90% | -5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -23.79% | -5.10% | -18.69% |
Max Drawdown (5Y)Largest decline over 5 years | -28.90% | -18.96% | -9.94% |
Current DrawdownCurrent decline from peak | -11.28% | -1.39% | -9.89% |
Average DrawdownAverage peak-to-trough decline | -10.52% | -4.29% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 1.04% | +4.41% |
Volatility
BBMIX vs. BBNIX - Volatility Comparison
The current volatility for BBH Select Series - Mid Cap Fund (BBMIX) is 0.00%, while BBH Income Fund (BBNIX) has a volatility of 1.05%. This indicates that BBMIX experiences smaller price fluctuations and is considered to be less risky than BBNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBMIX | BBNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 1.05% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 4.83% | 3.04% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.74% | 3.95% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 5.66% | +14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 5.06% | +14.41% |
BBMIX vs. BBNIX - Expense Ratio Comparison
BBMIX has a 0.90% expense ratio, which is higher than BBNIX's 0.47% expense ratio.
Dividends
BBMIX vs. BBNIX - Dividend Comparison
BBMIX has not paid dividends to shareholders, while BBNIX's dividend yield for the trailing twelve months is around 5.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBMIX BBH Select Series - Mid Cap Fund | 0.00% | 0.00% | 0.32% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
BBNIX BBH Income Fund | 5.21% | 5.28% | 5.76% | 5.23% | 2.93% | 2.87% | 7.07% | 4.60% |
Frequently Asked Questions
BBMIX and BBNIX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBNIX has higher volatility (1.05%) compared to BBMIX (0.00%). In terms of maximum drawdown, BBMIX dropped -28.90% vs BBNIX's -18.96%.
BBNIX currently has the higher Sharpe Ratio (1.07 vs -0.49), 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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