BBNIX vs. BBMIX
BBNIX (BBH Income Fund) and BBMIX (BBH Select Series - Mid Cap Fund) are both mutual funds - BBNIX is a Intermediate Core-Plus Bond fund managed by BBH, while BBMIX is a Mid Cap Growth Equities fund managed by BBH. Over the past 5 years, BBNIX returned 1.10%/yr vs 2.80%/yr for BBMIX. At a 0.14 correlation, their price movements are largely independent. BBNIX charges 0.47%/yr vs 0.90%/yr for BBMIX.
Performance
BBNIX vs. BBMIX - Performance Comparison
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Returns By Period
In the year-to-date period, BBNIX achieves a 0.26% return, which is significantly lower than BBMIX's 2.86% return.
BBNIX
- 1D
- -0.34%
- 1M
- 0.62%
- YTD
- 0.26%
- 6M
- 0.74%
- 1Y
- 4.58%
- 3Y*
- 5.79%
- 5Y*
- 1.10%
- 10Y*
- —
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 2.86%
- 6M
- 2.86%
- 1Y
- -1.46%
- 3Y*
- 6.50%
- 5Y*
- 2.80%
- 10Y*
- —
BBNIX vs. BBMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBNIX BBH Income Fund | 0.26% | 7.86% | 3.87% | 9.07% | -14.89% | 2.35% |
BBMIX BBH Select Series - Mid Cap Fund | 2.86% | -6.45% | 11.41% | 26.01% | -24.76% | 13.50% |
Correlation
The correlation between BBNIX and BBMIX 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
BBNIX vs. BBMIX — Risk / Return Rank
BBNIX
BBMIX
BBNIX vs. BBMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Income Fund (BBNIX) and BBH Select Series - Mid Cap Fund (BBMIX). 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.
| BBNIX | BBMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.01 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | -0.01 | +1.68 |
| Martin ratioReturn relative to average drawdown | 4.68 | -0.02 | +4.69 |
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Drawdowns
BBNIX vs. BBMIX - Drawdown Comparison
The maximum BBNIX drawdown since its inception was -18.96%, smaller than the maximum BBMIX drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for BBNIX and BBMIX.
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Drawdown Indicators
| BBNIX | BBMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.96% | -28.90% | +9.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -8.89% | +5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -5.10% | -23.79% | +18.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.96% | -28.90% | +9.94% |
Current DrawdownCurrent decline from peak | -1.62% | -11.28% | +9.66% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -10.51% | +6.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 5.30% | -4.27% |
Volatility
BBNIX vs. BBMIX - Volatility Comparison
BBH Income Fund (BBNIX) has a higher volatility of 1.14% compared to BBH Select Series - Mid Cap Fund (BBMIX) at 0.00%. This indicates that BBNIX's price experiences larger fluctuations and is considered to be riskier than BBMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBNIX | BBMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.14% | 0.00% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 3.01% | 6.04% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 11.14% | -7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 19.70% | -14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 19.57% | -14.50% |
BBNIX vs. BBMIX - Expense Ratio Comparison
BBNIX has a 0.47% expense ratio, which is lower than BBMIX's 0.90% expense ratio.
Dividends
BBNIX vs. BBMIX - Dividend Comparison
BBNIX's dividend yield for the trailing twelve months is around 5.22%, while BBMIX has not paid dividends to shareholders.
| 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 | 5.22% | 5.28% | 5.76% | 5.23% | 2.93% | 2.87% | 7.07% | 4.60% |
Frequently Asked Questions
BBNIX and BBMIX 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 (1.14%) compared to BBMIX (0.00%). In terms of maximum drawdown, BBNIX dropped -18.96% vs BBMIX's -28.90%.
BBNIX currently has the higher Sharpe Ratio (1.20 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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