BBMIX vs. CTIGX
BBMIX (BBH Select Series - Mid Cap Fund) and CTIGX (Calamos Timpani SMID Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BBMIX returned 2.02%/yr vs 7.63%/yr for CTIGX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. BBMIX charges 0.90%/yr vs 1.10%/yr for CTIGX.
Performance
BBMIX vs. CTIGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBMIX achieves a 2.86% return, which is significantly lower than CTIGX's 13.49% return.
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.86%
- YTD
- 2.86%
- 1Y
- -1.54%
- 3Y*
- 4.12%
- 5Y*
- 2.02%
- 10Y*
- —
- ALL TIME*
- 2.80%
CTIGX
- 1D
- -0.20%
- 1M
- -9.27%
- 6M
- 11.44%
- YTD
- 13.49%
- 1Y
- 33.39%
- 3Y*
- 25.23%
- 5Y*
- 7.63%
- 10Y*
- —
- ALL TIME*
- 13.22%
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 |
BBMIX vs. CTIGX - 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% |
CTIGX Calamos Timpani SMID Growth Fund | 13.49% | 21.21% | 44.09% | 12.26% | -34.88% | 7.50% |
Correlation
The correlation between BBMIX and CTIGX is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (All Time) Calculated using the full available price history since May 24, 2021 | 0.75 |
Over the past year, the correlation between BBMIX and CTIGX has dropped to 0.28 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBMIX vs. CTIGX — Risk / Return Rank
BBMIX
CTIGX
BBMIX vs. CTIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Select Series - Mid Cap Fund (BBMIX) and Calamos Timpani SMID Growth Fund (CTIGX). 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 | CTIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.19 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 1.85 | -2.52 |
| Martin ratioReturn relative to average drawdown | -1.08 | 7.59 | -8.67 |
Loading charts...
Drawdowns
BBMIX vs. CTIGX - Drawdown Comparison
The maximum BBMIX drawdown since its inception was -28.90%, smaller than the maximum CTIGX drawdown of -46.26%. Use the drawdown chart below to compare losses from any high point for BBMIX and CTIGX.
Loading charts...
Drawdown Indicators
| BBMIX | CTIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.90% | -46.26% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -16.83% | +9.91% |
Max Drawdown (3Y)Largest decline over 3 years | -23.79% | -29.30% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -28.90% | -46.26% | +17.36% |
Current DrawdownCurrent decline from peak | -11.28% | -14.01% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -18.30% | +7.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.65% | 4.10% | +1.55% |
Volatility
BBMIX vs. CTIGX - Volatility Comparison
The current volatility for BBH Select Series - Mid Cap Fund (BBMIX) is 0.00%, while Calamos Timpani SMID Growth Fund (CTIGX) has a volatility of 9.58%. This indicates that BBMIX experiences smaller price fluctuations and is considered to be less risky than CTIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBMIX | CTIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 9.58% | -9.58% |
Volatility (6M)Calculated over the trailing 6-month period | 3.32% | 23.85% | -20.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.07% | 29.17% | -19.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 27.52% | -7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 29.27% | -9.92% |
BBMIX vs. CTIGX - Expense Ratio Comparison
BBMIX has a 0.90% expense ratio, which is lower than CTIGX's 1.10% expense ratio.
Dividends
BBMIX vs. CTIGX - Dividend Comparison
BBMIX has not paid dividends to shareholders, while CTIGX's dividend yield for the trailing twelve months is around 4.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BBMIX BBH Select Series - Mid Cap Fund | 0.00% | 0.00% | 0.32% | 0.10% | 0.00% | 0.00% |
CTIGX Calamos Timpani SMID Growth Fund | 4.04% | 4.59% | 2.80% | 0.00% | 0.00% | 11.76% |
Frequently Asked Questions
BBMIX and CTIGX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTIGX has higher volatility (9.58%) compared to BBMIX (0.00%). In terms of maximum drawdown, BBMIX dropped -28.90% vs CTIGX's -46.26%.
CTIGX currently has the higher Sharpe Ratio (1.07 vs -0.46), 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.
Find the right allocation for BBMIX and CTIGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer