Sortino 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 Sortino 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.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| NESIX | Needham Small Cap Growth Fund Institutional | 4.36 | |||
| NESGX | Needham Small Cap Growth Fund | 4.33 | |||
| DSCIX | Dana Epiphany ESG Small Cap Equity Fund | 4.06 | |||
| NEAIX | Needham Aggressive Growth Fund Institutional Class | 3.99 | |||
| NEAGX | Needham Aggressive Growth Fund | 3.97 | |||
| OBMCX | Oberweis Micro Cap Fund | 3.83 | |||
| FGROX | Emerald Growth Fund Institutional Class | 3.59 | |||
| HSPGX | Emerald Growth Fund | 3.58 | |||
| ODIIX | Invesco Discovery Fund Class R6 | 3.56 | |||
| HRSMX | Hood River Small-Cap Growth Fund | 3.45 | |||
| RMBBX | RMB Small Cap Fund | — |
Historical Sortino Ratio
The chart shows RMBBX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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