RMBBX vs. RMBHX
Compare and contrast key facts about RMB Small Cap Fund (RMBBX) and RMB Fund (RMBHX).
RMBBX is managed by RMB Funds. It was launched on Aug 30, 2002. RMBHX is managed by RMB Funds. It was launched on Jun 16, 1975.
Performance
RMBBX vs. RMBHX - Performance Comparison
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RMBBX vs. RMBHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | -0.25% | -0.06% | 15.10% | 18.71% | -24.78% | 24.32% | 17.62% | 27.51% | -5.47% | 10.48% |
RMBHX RMB Fund | -9.03% | 12.46% | 11.98% | 21.18% | -21.12% | 29.95% | 15.94% | 37.17% | -2.84% | 22.88% |
Returns By Period
In the year-to-date period, RMBBX achieves a -0.25% return, which is significantly higher than RMBHX's -9.03% return. Over the past 10 years, RMBBX has underperformed RMBHX with an annualized return of 8.54%, while RMBHX has yielded a comparatively higher 11.32% annualized return.
RMBBX
- 1D
- 3.06%
- 1M
- -5.82%
- YTD
- -0.25%
- 6M
- -0.14%
- 1Y
- 7.54%
- 3Y*
- 8.63%
- 5Y*
- 2.65%
- 10Y*
- 8.54%
RMBHX
- 1D
- 3.13%
- 1M
- -5.15%
- YTD
- -9.03%
- 6M
- -5.02%
- 1Y
- 8.02%
- 3Y*
- 9.18%
- 5Y*
- 5.71%
- 10Y*
- 11.32%
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RMBBX vs. RMBHX - Expense Ratio Comparison
RMBBX has a 1.06% expense ratio, which is lower than RMBHX's 1.12% expense ratio.
Return for Risk
RMBBX vs. RMBHX — Risk / Return Rank
RMBBX
RMBHX
RMBBX vs. RMBHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and RMB Fund (RMBHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RMBBX | RMBHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.46 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.80 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.63 | -0.06 |
Martin ratioReturn relative to average drawdown | 2.36 | 2.34 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RMBBX | RMBHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.46 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.34 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.49 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.26 | +0.17 |
Correlation
The correlation between RMBBX and RMBHX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RMBBX vs. RMBHX - Dividend Comparison
RMBBX's dividend yield for the trailing twelve months is around 6.00%, less than RMBHX's 10.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | 6.00% | 5.98% | 2.15% | 5.62% | 2.75% | 6.44% | 4.38% | 4.73% | 45.44% | 21.23% | 3.70% | 9.34% |
RMBHX RMB Fund | 10.61% | 9.65% | 6.53% | 1.49% | 9.70% | 5.97% | 4.83% | 1.65% | 9.98% | 34.90% | 36.98% | 9.82% |
Drawdowns
RMBBX vs. RMBHX - Drawdown Comparison
The maximum RMBBX drawdown since its inception was -55.87%, smaller than the maximum RMBHX drawdown of -70.00%. Use the drawdown chart below to compare losses from any high point for RMBBX and RMBHX.
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Drawdown Indicators
| RMBBX | RMBHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -70.00% | +14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -13.93% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.41% | -26.38% | -4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -39.10% | -38.01% | -1.09% |
Current DrawdownCurrent decline from peak | -9.62% | -11.09% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -25.09% | +16.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.75% | -0.44% |
Volatility
RMBBX vs. RMBHX - Volatility Comparison
RMB Small Cap Fund (RMBBX) has a higher volatility of 6.24% compared to RMB Fund (RMBHX) at 5.51%. This indicates that RMBBX's price experiences larger fluctuations and is considered to be riskier than RMBHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBBX | RMBHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 5.51% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 9.84% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.49% | 18.33% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 17.08% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 23.30% | -2.01% |