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RBC SMID Cap Growth Fund (TMCIX) Sharpe Ratio: 0.50

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by normally investing at least 80% of its assets in common stocks of small- and mid-capitalization growth companies that fall within the market capitalization range of the Russell 2500 Growth Index at the time of investment. The advisor uses a bottom-up investment approach employing fundamental analysis to identify individual companies for inclusion in the fund's portfolio.

TMCIX's Sharpe Ratio of 0.50 indicates that for each unit of volatility, it generates 0.50 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 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.

TMCIX Sharpe Ratio Rank

TMCIX Sharpe Ratio Rank: 6.06
Concerning

TMCIX ranks above 6.0% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. 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

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

TMCIX Sharpe Ratio Market Positioning

The chart shows TMCIX'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%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.64+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares RBC SMID Cap Growth Fund's Sharpe Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how TMCIX'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 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NEEIXNeedham Growth Fund Institutional Class3.54
NEEGXNeedham Growth Fund3.50
VHCOXVanguard Capital Opportunity Fund Investor Shares3.36
POAGXPrimeCap Odyssey Aggressive Growth Fund3.11
TAAGXTimothy Plan Aggressive Growth Fund2.99
EEOFXEssex Environmental Opportunities Fund2.58
CTIGXCalamos Timpani SMID Growth Fund2.17
ETILXEventide Gilead Class I2.16
ETGLXEventide Gilead Fund2.15
PGOFXPioneer Select Mid Cap Growth Fund2.13
TMCIXRBC SMID Cap Growth Fund0.50

S&P 500 Index

How to choose period

Historical Sharpe Ratio

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

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Sharpe Ratio Calculator

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