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BBMIX vs. VLIFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BBMIX vs. VLIFX

Last updated Jun 25, 2026

BBMIX (BBH Select Series - Mid Cap Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, BBMIX returned 2.66%/yr vs 5.67%/yr for VLIFX. Their correlation of 0.83 suggests significant overlap in exposure. BBMIX charges 0.90%/yr vs 1.07%/yr for VLIFX.

Performance

BBMIX vs. VLIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BBH Select Series - Mid Cap Fund (BBMIX) and Value Line Mid Cap Focused Fund (VLIFX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBMIX achieves a 2.86% return, which is significantly higher than VLIFX's -1.06% return.

BBMIX

1D
0.00%
1M
0.00%
YTD
2.86%
6M
2.86%
1Y
-2.21%
3Y*
6.50%
5Y*
2.66%
10Y*
—

VLIFX

1D
-0.24%
1M
0.54%
YTD
-1.06%
6M
-2.78%
1Y
-3.40%
3Y*
6.60%
5Y*
5.67%
10Y*
11.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBMIX vs. VLIFX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
BBMIX
BBH Select Series - Mid Cap Fund		2.86%-6.45%11.41%26.01%-24.76%13.50%
VLIFX
Value Line Mid Cap Focused Fund		-1.06%0.79%7.59%22.11%-9.60%13.96%

Correlation

The correlation between BBMIX and VLIFX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.83

Correlation (All Time)
Calculated using the full available price history since May 24, 2021

0.83

Over the past year, the correlation between BBMIX and VLIFX has dropped to 0.47 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

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BBH Select Series - Mid Cap Fund

Value Line Mid Cap Focused Fund

Often compared with BBMIX:
BBMIX vs. BBIIXBBMIX vs. BBNIXBBMIX vs. BBHLXBBMIX vs. BBBMXBBMIX vs. BARAXBBMIX vs. BBLIXBBMIX vs. BARIX
Often compared with VLIFX:
VLIFX vs. IMIDXVLIFX vs. GTSGXVLIFX vs. FMDEVLIFX vs. JANEXVLIFX vs. VIMCXVLIFX vs. HFMDXVLIFX vs. PEXL

Return for Risk

BBMIX vs. VLIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BBMIX
BBMIX Risk / Return Rank: 22
Overall Rank
BBMIX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BBMIX Sortino Ratio Rank: 22
Sortino Ratio Rank
BBMIX Omega Ratio Rank: 22
Omega Ratio Rank
BBMIX Calmar Ratio Rank: 22
Calmar Ratio Rank
BBMIX Martin Ratio Rank: 22
Martin Ratio Rank
VLIFX
VLIFX Risk / Return Rank: 22
Overall Rank
VLIFX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VLIFX Sortino Ratio Rank: 22
Sortino Ratio Rank
VLIFX Omega Ratio Rank: 22
Omega Ratio Rank
VLIFX Calmar Ratio Rank: 22
Calmar Ratio Rank
VLIFX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBMIX vs. VLIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BBH Select Series - Mid Cap Fund (BBMIX) and Value Line Mid Cap Focused Fund (VLIFX). 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.

BBMIXVLIFXDifference
Sharpe ratioReturn per unit of total volatility
-0.17
-0.18

+0.01

Sortino ratioReturn per unit of downside risk
-0.16
-0.16

0.00

Omega ratioGain probability vs. loss probability

0.97

0.98

-0.01

Calmar ratioReturn relative to maximum drawdown

-0.21

-0.20

0.00

Martin ratioReturn relative to average drawdown

-0.31

-0.56

+0.24

BBMIX vs. VLIFX - Sharpe Ratio Comparison

The current BBMIX Sharpe Ratio is -0.17, which is comparable to the VLIFX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of BBMIX and VLIFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

BBMIX vs. VLIFX - Drawdown Comparison

The maximum BBMIX drawdown since its inception was -28.90%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for BBMIX and VLIFX.

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Drawdown Indicators

BBMIXVLIFXDifference

Max Drawdown

Largest peak-to-trough decline

-28.90%

-61.48%

+32.58%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

-11.81%

+2.92%

Max Drawdown (3Y)

Largest decline over 3 years

-23.79%

-17.66%

-6.13%

Max Drawdown (5Y)

Largest decline over 5 years

-28.90%

-21.91%

-6.99%

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.51%

—

Current Drawdown

Current decline from peak

-11.28%

-8.47%

-2.81%

Average Drawdown

Average peak-to-trough decline

-10.51%

-15.65%

+5.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.31%

4.30%

+1.01%

Volatility

BBMIX vs. VLIFX - Volatility Comparison

The current volatility for BBH Select Series - Mid Cap Fund (BBMIX) is 0.00%, while Value Line Mid Cap Focused Fund (VLIFX) has a volatility of 3.57%. This indicates that BBMIX experiences smaller price fluctuations and is considered to be less risky than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BBMIXVLIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

3.57%

-3.57%

Volatility (6M)

Calculated over the trailing 6-month period

6.04%

10.17%

-4.13%

Volatility (1Y)

Calculated over the trailing 1-year period

11.11%

13.58%

-2.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.70%

16.88%

+2.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.56%

17.84%

+1.72%

BBMIX vs. VLIFX - Expense Ratio Comparison

BBMIX has a 0.90% expense ratio, which is lower than VLIFX's 1.07% expense ratio.

Dividends

BBMIX vs. VLIFX - Dividend Comparison

BBMIX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 2.18%.

PositionTTM2025202420232022202120202019201820172016
BBMIX
BBH Select Series - Mid Cap Fund		0.00%0.00%0.32%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VLIFX
Value Line Mid Cap Focused Fund		2.18%2.16%0.99%0.03%7.22%8.23%7.81%1.42%5.12%1.61%2.24%

Frequently Asked Questions

BBMIX and VLIFX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VLIFX has higher volatility (3.57%) compared to BBMIX (0.00%). In terms of maximum drawdown, BBMIX dropped -28.90% vs VLIFX's -61.48%.

BBMIX currently has the higher Sharpe Ratio (-0.17 vs -0.18), 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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