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RMB Mendon Financial Services Fund (RMBKX) Sharpe Ratio: 1.91

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.

RMBKX's Sharpe Ratio of 1.91 indicates that for each unit of volatility, it generates 1.91 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Aug 1, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

RMBKX Sharpe Ratio Rank

RMBKX Sharpe Ratio Rank: 79.780
Above Average

RMBKX ranks above 79.7% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

RMBKX Sharpe Ratio Market Positioning

The chart shows RMBKX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.93 or lower
  • Yellow zone (middle 50%): 0.93 to 1.81
  • Green zone (top 25%): 1.81 or higher
  • Top 1%: 3.72+
  • Median: 1.45 — half of all investments score higher

How it compares to other similar mutual funds

The table compares RMB Mendon Financial Services Fund's Sharpe Ratio with other mutual funds in the Financials Equities category across multiple time periods, showing how RMBKX'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 Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
GFSIXGabelli Global Financial Services Fund2.36
GAFSXGabelli Global Financial Services Fund Class AAA2.32
RMBKXRMB Mendon Financial Services Fund1.91
RYKIXRydex Banking Fund1.48
FRBAXJohn Hancock Regional Bank Fund1.46
HSFNXHennessy Small Cap Financial Fund1.36
BTOJohn Hancock Financial Opportunities Fund1.13
RPFGXDavis Financial Fund1.08
PRISXT. Rowe Price Financial Services Fund1.05
FIKBXFidelity Advisor Financial Services Fund Class Z1.03
Benchmark

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Time Period

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Historical Sharpe Ratio

The chart shows RMBKX'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 RMBKX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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