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.
Key characteristics
BBNIX | FTBFX | |
---|---|---|
YTD Return | -0.99% | -1.06% |
1Y Return | 3.24% | 1.72% |
3Y Return (Ann) | -1.54% | -2.19% |
5Y Return (Ann) | 1.40% | 1.20% |
Sharpe Ratio | 0.48 | 0.39 |
Daily Std Dev | 6.26% | 6.29% |
Max Drawdown | -18.70% | -17.61% |
Current Drawdown | -8.53% | -8.77% |
Correlation
The correlation between BBNIX and FTBFX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBNIX vs. FTBFX - Performance Comparison
In the year-to-date period, BBNIX achieves a -0.99% return, which is significantly higher than FTBFX's -1.06% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.09%, more than FTBFX's 4.24% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BBH Income Fund | 5.09% | 5.27% | 4.36% | 3.11% | 3.29% | 6.39% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Total Bond Fund | 4.24% | 4.15% | 3.33% | 2.24% | 5.22% | 3.03% | 3.18% | 2.98% | 3.21% | 3.71% | 3.13% | 3.91% |
Drawdowns
BBNIX vs. FTBFX - Drawdown Comparison
The maximum BBNIX drawdown since its inception was -18.70%, 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
The current volatility for BBH Income Fund (BBNIX) is 1.83%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 2.01%. This indicates that BBNIX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.