BBNIX vs. FTBFX
Compare and contrast key facts about BBH Income Fund (BBNIX) and Fidelity Total Bond Fund (FTBFX).
BBNIX is managed by BBH. It was launched on Jun 27, 2018. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBNIX or FTBFX.
Correlation
The correlation between BBNIX and FTBFX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BBNIX vs. FTBFX - Performance Comparison
Key characteristics
BBNIX:
1.13
FTBFX:
1.02
BBNIX:
1.67
FTBFX:
1.47
BBNIX:
1.20
FTBFX:
1.17
BBNIX:
0.70
FTBFX:
0.57
BBNIX:
3.51
FTBFX:
2.88
BBNIX:
1.71%
FTBFX:
1.81%
BBNIX:
5.36%
FTBFX:
5.27%
BBNIX:
-18.69%
FTBFX:
-17.61%
BBNIX:
-2.42%
FTBFX:
-3.62%
Returns By Period
In the year-to-date period, BBNIX achieves a 1.70% return, which is significantly higher than FTBFX's 1.60% return.
BBNIX
1.70%
0.00%
1.50%
6.00%
1.38%
N/A
FTBFX
1.60%
0.21%
0.98%
5.42%
0.81%
2.35%
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BBNIX vs. FTBFX - Expense Ratio Comparison
BBNIX has a 0.47% expense ratio, which is higher than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
BBNIX vs. FTBFX — Risk-Adjusted Performance Rank
BBNIX
FTBFX
BBNIX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BBH Income Fund (BBNIX) and Fidelity Total Bond Fund (FTBFX). 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.
Dividends
BBNIX vs. FTBFX - Dividend Comparison
BBNIX's dividend yield for the trailing twelve months is around 5.19%, more than FTBFX's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNIX BBH Income Fund | 5.19% | 5.72% | 5.27% | 4.39% | 3.12% | 3.55% | 3.47% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 4.14% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
BBNIX vs. FTBFX - Drawdown Comparison
The maximum BBNIX drawdown since its inception was -18.69%, which is greater than FTBFX's maximum drawdown of -17.61%. Use the drawdown chart below to compare losses from any high point for BBNIX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
BBNIX vs. FTBFX - Volatility Comparison
BBH Income Fund (BBNIX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.60% and 1.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.