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Sharpe ratio is not yet available for RMBBX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares RMB Small Cap Fund's Sharpe Ratio with other mutual funds in the Small Cap Growth Equities category across multiple time periods, showing how RMBBX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NESIXNeedham Small Cap Growth Fund Institutional4.03
NESGXNeedham Small Cap Growth Fund3.99
NEAIXNeedham Aggressive Growth Fund Institutional Class3.53
NEAGXNeedham Aggressive Growth Fund3.50
OBMCXOberweis Micro Cap Fund3.23
DSCIXDana Epiphany ESG Small Cap Equity Fund2.95
FGROXEmerald Growth Fund Institutional Class2.94
HSPGXEmerald Growth Fund2.93
HRSMXHood River Small-Cap Growth Fund2.87
DMCRXDriehaus Micro Cap Growth Fund2.84
RMBBXRMB Small Cap Fund

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows RMBBX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RMBBX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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