TGFRX vs. BBMIX
TGFRX (Tanaka Growth Fund) and BBMIX (BBH Select Series - Mid Cap Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, TGFRX returned 14.01%/yr vs 2.29%/yr for BBMIX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. TGFRX charges 2.19%/yr vs 0.90%/yr for BBMIX.
Performance
TGFRX vs. BBMIX - Performance Comparison
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Returns By Period
In the year-to-date period, TGFRX achieves a 14.64% return, which is significantly higher than BBMIX's 2.86% return.
TGFRX
- 1D
- 1.58%
- 1M
- -1.75%
- 6M
- 5.03%
- YTD
- 14.64%
- 1Y
- 39.87%
- 3Y*
- 27.42%
- 5Y*
- 14.01%
- 10Y*
- 14.83%
- ALL TIME*
- 8.00%
BBMIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.86%
- YTD
- 2.86%
- 1Y
- -1.96%
- 3Y*
- 5.20%
- 5Y*
- 2.29%
- 10Y*
- —
- ALL TIME*
- 2.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TGFRX Tanaka Growth Fund | $0.00 | $0.00 | $0.00 |
TGFRX vs. BBMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TGFRX Tanaka Growth Fund | 14.64% | 39.56% | 17.98% | 50.24% | -22.62% | -3.41% |
BBMIX BBH Select Series - Mid Cap Fund | 2.86% | -6.45% | 11.41% | 26.01% | -24.76% | 13.50% |
Correlation
The correlation between TGFRX and BBMIX is 0.14, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.14 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (All Time) Calculated using the full available price history since May 24, 2021 | 0.66 |
Over the past year, the correlation between TGFRX and BBMIX has dropped to 0.14 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
TGFRX vs. BBMIX — Risk / Return Rank
TGFRX
BBMIX
TGFRX vs. BBMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tanaka Growth Fund (TGFRX) 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.
| TGFRX | BBMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.60 | ||
| Sortino ratioReturn per unit of downside risk | +2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.96 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | -0.28 | +3.08 |
| Martin ratioReturn relative to average drawdown | 6.72 | -0.45 | +7.17 |
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Drawdowns
TGFRX vs. BBMIX - Drawdown Comparison
The maximum TGFRX drawdown since its inception was -74.43%, which is greater than BBMIX's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for TGFRX and BBMIX.
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Drawdown Indicators
| TGFRX | BBMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.43% | -28.90% | -45.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -6.92% | -9.09% |
Max Drawdown (3Y)Largest decline over 3 years | -61.68% | -23.79% | -37.89% |
Max Drawdown (5Y)Largest decline over 5 years | -61.68% | -28.90% | -32.78% |
Max Drawdown (10Y)Largest decline over 10 years | -61.68% | — | — |
Current DrawdownCurrent decline from peak | -29.50% | -11.28% | -18.22% |
Average DrawdownAverage peak-to-trough decline | -29.60% | -10.53% | -19.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 5.66% | +0.99% |
Volatility
TGFRX vs. BBMIX - Volatility Comparison
Tanaka Growth Fund (TGFRX) has a higher volatility of 11.14% compared to BBH Select Series - Mid Cap Fund (BBMIX) at 0.00%. This indicates that TGFRX'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
| TGFRX | BBMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 0.00% | +11.14% |
Volatility (6M)Calculated over the trailing 6-month period | 24.34% | 2.85% | +21.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.08% | 9.75% | +22.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.34% | 19.60% | +42.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.57% | 19.34% | +28.23% |
TGFRX vs. BBMIX - Expense Ratio Comparison
TGFRX has a 2.19% expense ratio, which is higher than BBMIX's 0.90% expense ratio.
Dividends
TGFRX vs. BBMIX - Dividend Comparison
TGFRX's dividend yield for the trailing twelve months is around 11.36%, while BBMIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BBMIX BBH Select Series - Mid Cap Fund | 0.00% | 0.00% | 0.32% | 0.10% | 0.00% | 0.00% |
TGFRX Tanaka Growth Fund | 11.36% | 13.02% | 6.89% | 0.00% | 0.11% | 7.44% |
Frequently Asked Questions
TGFRX and BBMIX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGFRX has higher volatility (11.14%) compared to BBMIX (0.00%). In terms of maximum drawdown, TGFRX dropped -74.43% vs BBMIX's -28.90%.
TGFRX currently has the higher Sharpe Ratio (1.40 vs -0.20), 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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