RMBBX vs. RMBTX

Last updated Apr 1, 2026

Compare and contrast key facts about RMB Small Cap Fund (RMBBX) and RMB International Fund (RMBTX).

RMBBX is managed by RMB Funds. It was launched on Aug 30, 2002. RMBTX is managed by RMB Funds. It was launched on Dec 26, 2017.

Performance

RMBBX vs. RMBTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RMB Small Cap Fund (RMBBX) and RMB International Fund (RMBTX). The values are adjusted to include any dividend payments, if applicable.

RMBBX vs. RMBTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
RMBBX RMB Small Cap Fund	-3.21%	-0.06%	15.10%	18.71%	-24.78%	24.32%	17.62%	27.51%	-8.97%
RMBTX RMB International Fund	-0.66%	32.72%	0.01%	12.94%	-16.92%	9.52%	7.01%	19.21%	-24.23%

Returns By Period

In the year-to-date period, RMBBX achieves a -3.21% return, which is significantly lower than RMBTX's -0.66% return.

RMBBX

• 1D: -0.84%
• 1M: -8.07%
• YTD: -3.21%
• 6M: -2.81%
• 1Y: 4.89%
• 3Y*: 7.55%
• 5Y*: 2.41%
• 10Y*: 8.22%

RMBTX

• 1D: 0.58%
• 1M: -11.16%
• YTD: -0.66%
• 6M: 4.61%
• 1Y: 20.60%
• 3Y*: 11.87%
• 5Y*: 5.97%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RMBBX vs. RMBTX - Expense Ratio Comparison

RMBBX has a 1.06% expense ratio, which is higher than RMBTX's 0.95% expense ratio.

RMBBX

RMB Small Cap Fund

RMBTX

RMB International Fund

Return for Risk

RMBBX vs. RMBTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RMBBX

RMBBX Risk / Return Rank: 10
RMBBX Sharpe Ratio Rank: 9
RMBBX Sortino Ratio Rank: 10
RMBBX Omega Ratio Rank: 10
RMBBX Calmar Ratio Rank: 10
RMBBX Martin Ratio Rank: 11

RMBTX

RMBTX Risk / Return Rank: 60
RMBTX Sharpe Ratio Rank: 61
RMBTX Sortino Ratio Rank: 59
RMBTX Omega Ratio Rank: 56
RMBTX Calmar Ratio Rank: 65
RMBTX Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RMBBX vs. RMBTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and RMB International Fund (RMBTX). 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	RMBTX	Difference
Sharpe ratio Return per unit of total volatility	0.22	1.10	-0.88
Sortino ratio Return per unit of downside risk	0.48	1.55	-1.07
Omega ratio Gain probability vs. loss probability	1.06	1.22	-0.16
Calmar ratio Return relative to maximum drawdown	0.20	1.51	-1.31
Martin ratio Return relative to average drawdown	0.84	5.83	-4.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RMBBX vs. RMBTX - Sharpe Ratio Comparison

The current RMBBX Sharpe Ratio is 0.22, which is lower than the RMBTX Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of RMBBX and RMBTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RMBBX	RMBTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.22	1.10	-0.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	0.38	-0.27
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.20	+0.23

Correlation

The correlation between RMBBX and RMBTX is 0.70, 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. RMBTX - Dividend Comparison

RMBBX's dividend yield for the trailing twelve months is around 6.18%, more than RMBTX's 1.67% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RMBBX RMB Small Cap Fund	6.18%	5.98%	2.15%	5.62%	2.75%	6.44%	4.38%	4.73%	45.44%	21.23%	3.70%	9.34%
RMBTX RMB International Fund	1.67%	1.66%	2.44%	2.03%	2.08%	1.03%	0.64%	1.17%	0.22%	0.00%	0.00%	0.00%

Drawdowns

RMBBX vs. RMBTX - Drawdown Comparison

The maximum RMBBX drawdown since its inception was -55.87%, which is greater than RMBTX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for RMBBX and RMBTX.

Drawdown Indicators

	RMBBX	RMBTX	Difference
Max Drawdown Largest peak-to-trough decline	-55.87%	-38.70%	-17.17%
Max Drawdown (1Y) Largest decline over 1 year	-13.73%	-11.95%	-1.78%
Max Drawdown (5Y) Largest decline over 5 years	-30.41%	-28.68%	-1.73%
Max Drawdown (10Y) Largest decline over 10 years	-39.10%	—	—
Current Drawdown Current decline from peak	-12.30%	-11.29%	-1.01%
Average Drawdown Average peak-to-trough decline	-8.78%	-9.96%	+1.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.29%	3.10%	+0.19%

Volatility

RMBBX vs. RMBTX - Volatility Comparison

The current volatility for RMB Small Cap Fund (RMBBX) is 5.30%, while RMB International Fund (RMBTX) has a volatility of 7.13%. This indicates that RMBBX experiences smaller price fluctuations and is considered to be less risky than RMBTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RMBBX	RMBTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.30%	7.13%	-1.83%
Volatility (6M) Calculated over the trailing 6-month period	11.51%	11.02%	+0.49%
Volatility (1Y) Calculated over the trailing 1-year period	21.32%	17.51%	+3.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.83%	15.70%	+5.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.27%	16.90%	+4.37%