Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBBIX (BBH LIMITED DURATION FUND CLASS I SHARES) | 1.34% | 5.12% | 6.42% | 4.24% | 3.59% | 2.85% | 3.42% | … | … |
Data as of 06/09/2026, Common starting date is 12/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBBIX (BBH LIMITED DURATION FUND CLASS I SHARES) | 12/27/2002 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.12 | 6.42 | 4.24 | 3.59 | 2.85 | 3.42 | … | … | 1.34 | 6.05 | 6.76 | 7.65 | -0.90 | 1.49 | 3.03 | 4.37 | 2.07 | 2.51 | 2.77 | 0.42 | 0.88 | 1.25 | 3.59 | 0.77 | 4.48 | 6.48 | 6.06 | 3.38 | 3.86 | 2.83 | 4.66 | 2.39 | 0.06 |
| Sharpe Ratio | NA | 1.53 | 1.92 | 1.11 | 1.32 | NA | NA | … | … | 0.44 | 1.90 | 1.85 | 2.34 | -1.65 | 1.93 | 1.00 | 3.02 | 1.23 | 3.23 | 3.53 | 0.54 | 1.52 | 1.95 | 5.02 | 0.88 | 3.03 | 2.28 | 0.87 | 0.07 | 0.13 | 0.17 | 1.03 | 0.39 | 2.37 |
| Standard Deviation(%) | NA | 1.61 | 1.65 | 1.55 | 1.48 | NA | NA | … | … | 1.48 | 1.67 | 1.70 | 1.72 | 1.42 | 0.76 | 2.78 | 0.96 | 0.56 | 0.58 | 0.72 | 0.72 | 0.57 | 0.63 | 0.71 | 0.85 | 1.45 | 2.79 | 5.82 | 3.57 | 3.53 | 3.41 | 3.57 | 4.23 | 2.79 |
| Draw Down(%) | NA | 0.57 | 0.57 | 2.56 | 6.60 | NA | NA | … | … | 0.57 | 0.57 | 0.38 | 0.50 | 2.56 | 0.19 | 6.60 | 0.29 | 0.10 | 0.20 | 0.61 | 0.65 | 0.45 | 0.63 | 0.20 | 0.75 | 0.52 | 1.93 | 5.48 | 2.57 | 2.09 | 2.35 | 4.53 | 5.30 | 0.10 |
| Yield(%) | 0.00 | 5.00 | 5.01 | 3.86 | 3.19 | 2.73 | 3.16 | … | … | 1.80 | 5.13 | 4.95 | 4.45 | 2.29 | 1.45 | 2.31 | 3.04 | 2.64 | 2.10 | 2.24 | 2.08 | 1.56 | 1.91 | 2.19 | 2.21 | 2.47 | 3.26 | 6.26 | 4.48 | 4.80 | 4.90 | 5.14 | 2.21 | 0.44 |
Data as of 06/09/2026, Common starting date is 12/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBBIX (BBH LIMITED DURATION FUND CLASS I SHARES) |
0.63%
Feb 2013 – Feb 2016 |
1.24%
Feb 2011 – Feb 2016 |
1.68%
Oct 2012 – Oct 2022 |
2.57%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBBIX (BBH LIMITED DURATION FUND CLASS I SHARES) |
6.97%
Oct 2022 – Oct 2025 |
5.30%
May 2006 – May 2011 |
3.89%
Aug 2003 – Aug 2013 |
3.24%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart
