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 3.15%/yr vs 1.11%/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 0.60% return.
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 2.86%
- 6M
- 2.86%
- 1Y
- -0.09%
- 3Y*
- 5.84%
- 5Y*
- 3.15%
- 10Y*
- —
BBNIX
- 1D
- 0.23%
- 1M
- 0.97%
- YTD
- 0.60%
- 6M
- 1.08%
- 1Y
- 5.17%
- 3Y*
- 5.91%
- 5Y*
- 1.11%
- 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 | 0.60% | 7.86% | 3.87% | 9.07% | -14.89% | 2.35% |
Correlation
The correlation between BBMIX and BBNIX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
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 | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.24 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.83 | -1.81 |
| Martin ratioReturn relative to average drawdown | 0.02 | 5.15 | -5.13 |
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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% | -1.29% | -9.99% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -4.31% | -6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.29% | 1.03% | +4.26% |
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 1.19%. 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% | 1.19% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 2.99% | +3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.08% | 4.02% | +7.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.70% | 5.66% | +14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 5.07% | +14.51% |
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 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBNIX has higher volatility (1.19%) 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 (1.32 vs 0.01), 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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