Bbh Income Competition

BBNIX Fund

USD 8.98 0.03 0.34%

Bbh Income Fund competes with Rbc Emerging, Dodge Cox, Shelton Emerging, Black Oak, and Transamerica Emerging; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of BBH family. Analyzing Bbh Income competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Bbh Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Bbh Income Correlation with its peers.

Bbh Income vs Transamerica Emerging Correlation

Very weak diversification

The correlation between Bbh Income Fund and TEOJX is 0.41 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Bbh Income Fund and TEOJX in the same portfolio, assuming nothing else is changed.

Moving together with Bbh Mutual Fund

0.66	BBBMX	Bbh Limited Duration	Pair Corr
0.64	BBBIX	Bbh Limited Duration	Pair Corr
0.61	BBHLX	Bbh Partner Fund	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
8.81	8.98	9.15

Details

Intrinsic

Valuation

Low	Real	High
8.81	8.98	9.15

Details

Bbh Income Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Bbh Income and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Bbh and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Bbh Income Fund does not affect the price movement of the other competitor.

	RECIX	DODEX	EMSLX	BOGSX	TEOJX
RECIX		0.94	0.85	0.75	0.95	RECIX
DODEX	0.94		0.83	0.78	0.98	DODEX
EMSLX	0.85	0.83		0.72	0.83	EMSLX
BOGSX	0.75	0.78	0.72		0.78	BOGSX
TEOJX	0.95	0.98	0.83	0.78		TEOJX
	RECIX	DODEX	EMSLX	BOGSX	TEOJX

Risk-Adjusted Indicators

There is a big difference between Bbh Mutual Fund performing well and Bbh Income Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Bbh Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
RECIX	0.85	0.31	0.24	3.43	0.54	(0.98)	2.02	(1.42)	11.71
DODEX	0.56	0.15	0.16	0.38	0.27	(0.64)	1.48	(1.00)	3.26
EMSLX	1.01	0.42	0.35	0.97	0.40	(1.17)	2.05	(1.66)	19.48
BOGSX	1.13	(0.06)	(0.02)	0.04	1.56	(1.10)	2.31	(2.67)	5.97
TEOJX	0.69	0.14	0.06	6.10	0.69	(0.78)	1.62	(1.45)	4.27

Bbh Income Competitive Analysis

The better you understand Bbh Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Bbh Income's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Bbh Income's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	BBNIX	RECIX	DODEX	EMSLX	BOGSX	TEOJX
	0.34 8.98 Bbh	0.31 15.97 RBC	0.08 13.13 Dodge	0.90 21.31 Shelton	0.12 8.63 BLACK	0.17 11.88 Transamerica
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Weak	Solid	Solid	Solid	Soft	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Buy	Strong Buy	Strong Buy	Hold	Strong Buy
Net Asset	2.04 B	56.67 M	295.85 M	26.47 M	62.49 M	378.25 M
Minimum Initial Investment	25 K	N/A	2.5 K	N/A	2 K	N/A
Price To Book	N/A	N/A	N/A	N/A	3.49 X	N/A
Five Year Return	1.55 %	N/A	N/A	N/A	5.77 %	2.13 %
One Year Return	7.00 %	N/A	N/A	N/A	18.49 %	45.97 %
Last Dividend Paid	0.03	N/A	N/A	0.04	N/A	0.01
Price To Earning	N/A	N/A	N/A	N/A	23.74 X	N/A
Price To Sales	N/A	N/A	N/A	N/A	1.65 X	N/A
Cash Position Weight	1.26 %	N/A	4.03 %	5.15 %	3.53 %	8.20 %
Equity Positions Weight	N/A	N/A	95.00 %	94.85 %	96.47 %	91.80 %
Three Year Return	5.77 %	N/A	N/A	N/A	12.64 %	15.91 %
Annual Yield	0.05 %	0.01 %	0.02 %	0.01 %	N/A	0.01 %
Year To Date Return	0.52 %	N/A	N/A	N/A	4.29 %	9.81 %
Bond Positions Weight	97.17 %	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	N/A	N/A	11.54 %	N/A
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	8.98	15.97	13.13	21.31	8.63	11.88
Period Momentum Indicator	0.03	(0.05)	0.01	0.19	0.01	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	8.98	15.97	13.13	21.31	8.63	11.88
Price Action Indicator	0.015	(0.03)	0.005	0.095	0.005	0.01
Coefficient Of Variation	2529.49	471.13	353.99	498.36	2411.22	576.28
Mean Deviation	0.1367	0.8463	0.557	1.01	1.13	0.6879
Jensen Alpha	(0.01)	0.309	0.148	0.4173	(0.06)	0.1437
Total Risk Alpha	(0.02)	0.1474	0.1135	0.2017	(0.11)	0.0469
Sortino Ratio	(0.43)	0.2442	0.1554	0.3518	(0.02)	0.0601
Downside Variance	0.0451	0.8782	0.4487	1.11	2.68	0.9139
Standard Deviation	0.1749	1.54	0.7165	2.34	1.46	0.8978
Kurtosis	(0.26)	26.2	(0.08)	44.39	(0.01)	0.2646
Potential Upside	0.224	2.02	1.48	2.05	2.31	1.62
Treynor Ratio	(0.05)	3.43	0.3824	0.9681	0.0422	6.1
Maximum Drawdown	0.7807	11.71	3.26	19.48	5.97	4.27
Variance	0.0306	2.38	0.5134	5.47	2.13	0.806
Market Risk Adjusted Performance	(0.04)	3.44	0.3924	0.9781	0.0522	6.11
Risk Adjusted Performance	(0)	0.175	0.2254	0.1675	0.0378	0.1402
Skewness	(0.25)	4.1	0.0772	6.04	(0.34)	(0.14)
Semi Deviation	0.1355	0.5382	0.2683	0.4029	1.56	0.691
Information Ratio	(0.52)	0.1485	0.1453	0.1586	(0.03)	0.064
Value At Risk	(0.33)	(1.42)	(1.00)	(1.66)	(2.67)	(1.45)
Expected Short fall	(0.18)	(0.98)	(0.64)	(1.17)	(1.10)	(0.78)
Downside Deviation	0.2124	0.9371	0.6698	1.05	1.64	0.956
Semi Variance	0.0184	0.2896	0.072	0.1623	2.43	0.4775

Bbh Income Competition Performance Charts

Five steps to successful analysis of Bbh Income Competition

Bbh Income's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Bbh Income Fund in relation to its competition. Bbh Income's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Bbh Income in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Bbh Income's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Bbh Income Fund, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Bbh Income position

In addition to having Bbh Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Data Storage Thematic Idea Now

Data Storage

Companies making data storages or providing data storage services. The Data Storage theme has 43 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Data Storage Theme or any other thematic opportunities.

View All Next

Launch

Other Information on Investing in Bbh Mutual Fund

Bbh Income financial ratios help investors to determine whether Bbh Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bbh with respect to the benefits of owning Bbh Income security.

	USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA
	Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon
	Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC