Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBNIX (BBH Income Fund Class I Shares) | 2.72% | 4.83% | 4.43% | 1.50% | NA | NA | NA | 3.39% |
Data as of 07/08/2025, AR inception is 06/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBNIX (BBH Income Fund Class I Shares) | 06/28/2018 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 4.83 | 4.43 | 1.50 | NA | NA | NA | 3.39 | 2.72 | 3.84 | 9.10 | -13.72 | 1.60 | 11.56 | 9.28 | 1.53 |
| Sharpe Ratio | NA | 0.47 | 0.15 | -0.07 | NA | NA | NA | 0.31 | 0.64 | 0.04 | 0.81 | -2.19 | 0.46 | 2.09 | 2.14 | 0.55 |
| Standard Deviation(%) | NA | 5.20 | 6.22 | 5.55 | NA | NA | NA | 5.29 | 5.31 | 5.38 | 6.79 | 6.93 | 3.41 | 5.39 | 3.65 | 2.74 |
| Draw Down(%) | NA | 4.02 | 9.33 | 17.63 | NA | NA | NA | 17.63 | 2.90 | 3.49 | 5.50 | 17.16 | 2.55 | 9.57 | 2.05 | 1.69 |
| Yield(%) | 0.00 | 4.64 | 4.93 | 4.66 | 3.43 | 2.29 | 1.72 | 4.90 | 1.79 | 5.65 | 5.43 | 3.64 | 3.06 | 7.65 | 6.56 | 1.51 |
Data as of 07/08/2025, AR inception is 06/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBNIX (BBH Income Fund Class I Shares) |
-3.11%
Oct 2020 - Oct 2023 |
1.77%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBNIX (BBH Income Fund Class I Shares) |
8.12%
Jul 2018 - Jul 2021 |
3.12%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart