RMBBX vs. TQQQ

In the year-to-date period, RMBBX achieves a -5.76% return, which is significantly higher than TQQQ's -11.28% return. Over the past 10 years, RMBBX has underperformed TQQQ with an annualized return of 7.35%, while TQQQ has yielded a comparatively higher 31.28% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and ProShares UltraPro QQQ (TQQQ). 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.

The current RMBBX Sharpe Ratio is 0.22, which is comparable to the TQQQ Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of RMBBX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RMBBX's dividend yield for the trailing twelve months is around 2.28%, more than TQQQ's 1.41% yield.

The maximum RMBBX drawdown since its inception was -55.87%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for RMBBX and TQQQ.

The current volatility for RMB Small Cap Fund (RMBBX) is 6.68%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 16.41%. This indicates that RMBBX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.