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BBH Select Series - Large Cap (BBLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.38+0.05 (+0.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.53%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (4 Jun 2024)27.17%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return27.17%
Worst 3-yr total return4.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBBLIXCategory
YTD9.23%12.38%
1-month3.98%5.09%
3-month2.43%10.28%
1-year24.64%41.70%
3-year7.22%22.56%
5-year0.00%21.98%
10-year0.00%15.99%
Last bull market20.79%25.99%
Last bear market-15.20%-17.29%

Annual total return (%) history

Year
BBLIXCategory
2024
N/AN/A
2023
23.86%N/A
2022
-20.55%N/A
2021
27.17%N/A
2020
12.30%35.86%
2019
N/A31.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.72%N/AN/AN/A
20235.70%8.76%-2.56%10.57%
2022-7.81%-15.20%-6.87%9.12%
20212.66%8.70%1.38%12.41%
2020-19.98%15.49%9.56%10.91%
20194.46%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month73
3-month50
1-year84
3-year50
5-yearN/A

Load adjusted returns

1-year24.64%
3-year7.22%
5-yearN/A
10-yearN/A