CHCLX vs. BBMIX
CHCLX (AB Discovery Growth Fund) and BBMIX (BBH Select Series - Mid Cap Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, CHCLX returned 0.88%/yr vs 2.02%/yr for BBMIX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. CHCLX charges 0.91%/yr vs 0.90%/yr for BBMIX.
Performance
CHCLX vs. BBMIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CHCLX achieves a 6.31% return, which is significantly higher than BBMIX's 2.86% return.
CHCLX
- 1D
- -0.58%
- 1M
- -6.78%
- 6M
- 2.57%
- YTD
- 6.31%
- 1Y
- 14.37%
- 3Y*
- 10.85%
- 5Y*
- 0.88%
- 10Y*
- 12.22%
- ALL TIME*
- 9.16%
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%
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 |
CHCLX vs. BBMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CHCLX AB Discovery Growth Fund | 6.31% | 6.67% | 17.37% | 18.72% | -36.11% | 13.08% |
BBMIX BBH Select Series - Mid Cap Fund | 2.86% | -6.45% | 11.41% | 26.01% | -24.76% | 13.50% |
Correlation
The correlation between CHCLX and BBMIX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (All Time) Calculated using the full available price history since May 24, 2021 | 0.80 |
Over the past year, the correlation between CHCLX and BBMIX has dropped to 0.33 - well below their long-term average of 0.80, 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
CHCLX vs. BBMIX — Risk / Return Rank
CHCLX
BBMIX
CHCLX vs. BBMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Growth Fund (CHCLX) 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.
| CHCLX | BBMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.89 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | -0.67 | +1.47 |
| Martin ratioReturn relative to average drawdown | 2.57 | -1.08 | +3.65 |
Loading charts...
Drawdowns
CHCLX vs. BBMIX - Drawdown Comparison
The maximum CHCLX drawdown since its inception was -63.85%, which is greater than BBMIX's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for CHCLX and BBMIX.
Loading charts...
Drawdown Indicators
| CHCLX | BBMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -28.90% | -34.95% |
Max Drawdown (1Y)Largest decline over 1 year | -15.70% | -6.92% | -8.78% |
Max Drawdown (3Y)Largest decline over 3 years | -30.36% | -23.79% | -6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -44.63% | -28.90% | -15.73% |
Max Drawdown (10Y)Largest decline over 10 years | -44.63% | — | — |
Current DrawdownCurrent decline from peak | -11.66% | -11.28% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -14.15% | -10.53% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 5.65% | -0.76% |
Volatility
CHCLX vs. BBMIX - Volatility Comparison
AB Discovery Growth Fund (CHCLX) has a higher volatility of 7.66% compared to BBH Select Series - Mid Cap Fund (BBMIX) at 0.00%. This indicates that CHCLX'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.
Loading charts...
Volatility by Period
| CHCLX | BBMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.66% | 0.00% | +7.66% |
Volatility (6M)Calculated over the trailing 6-month period | 20.33% | 3.32% | +17.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 10.07% | +14.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.10% | 19.60% | +6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.10% | 19.35% | +5.75% |
CHCLX vs. BBMIX - Expense Ratio Comparison
CHCLX has a 0.91% expense ratio, which is higher than BBMIX's 0.90% expense ratio.
Dividends
CHCLX vs. BBMIX - Dividend Comparison
CHCLX's dividend yield for the trailing twelve months is around 10.91%, while BBMIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
CHCLX AB Discovery Growth Fund | 10.91% | 11.60% | 0.00% | 0.00% | 0.00% | 17.54% | 15.15% | 13.36% | 20.33% | 6.74% | 0.00% | 6.08% |
Frequently Asked Questions
CHCLX and BBMIX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHCLX has higher volatility (7.66%) compared to BBMIX (0.00%). In terms of maximum drawdown, CHCLX dropped -63.85% vs BBMIX's -28.90%.
CHCLX currently has the higher Sharpe Ratio (0.51 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 CHCLX and BBMIX
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