Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBIIX (BBH Intermediate Municipal Bond Fund Cl) | 0.72% | 2.41% | 3.25% | 1.10% | 2.65% | NA | NA | 2.80% |
Data as of 07/03/2025, AR inception is 04/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBIIX (BBH Intermediate Municipal Bond Fund Cl) | 04/01/2014 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.41 | 3.25 | 1.10 | 2.65 | NA | NA | 2.80 | 0.72 | 2.10 | 6.13 | -6.02 | 0.16 | 5.17 | 6.54 | 1.85 | 6.16 | 1.20 | 2.75 | 4.40 |
| Sharpe Ratio | NA | -0.16 | 0.06 | -0.30 | 0.39 | NA | NA | 0.48 | -0.38 | -1.64 | 0.59 | -2.14 | 0.10 | 0.72 | 3.33 | 0.39 | 2.84 | 0.52 | 1.78 | 2.68 |
| Standard Deviation(%) | NA | 3.92 | 3.40 | 2.93 | 3.20 | NA | NA | 3.09 | 4.70 | 2.74 | 3.19 | 3.47 | 1.32 | 6.86 | 1.54 | 1.38 | 1.95 | 1.92 | 1.53 | 2.19 |
| Draw Down(%) | NA | 3.49 | 6.29 | 11.08 | 11.08 | NA | NA | 11.08 | 3.49 | 1.99 | 4.57 | 10.44 | 1.62 | 10.53 | 1.58 | 1.40 | 1.24 | 3.56 | 1.94 | 0.83 |
| Yield(%) | 0.00 | 3.07 | 3.10 | 2.33 | 2.66 | 1.98 | 1.48 | 2.70 | 1.20 | 3.62 | 3.21 | 1.83 | 1.33 | 1.86 | 2.61 | 2.19 | 3.74 | 3.25 | 2.04 | 1.79 |
Data as of 07/03/2025, AR inception is 04/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBIIX (BBH Intermediate Municipal Bond Fund Cl) |
-1.82%
Oct 2020 - Oct 2023 |
0.58%
Oct 2017 - Oct 2022 |
2.49%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBIIX (BBH Intermediate Municipal Bond Fund Cl) |
5.36%
Feb 2017 - Feb 2020 |
4.41%
Aug 2015 - Aug 2020 |
2.80%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart