RMBBX vs. UMBHX

Last updated Jul 17, 2026

RMBBX (RMB Small Cap Fund) and UMBHX (Carillon Scout Small Cap Fund) are both Small Cap Growth Equities funds. RMBBX charges 1.06%/yr vs 0.90%/yr for UMBHX.

Performance

RMBBX vs. UMBHX - Performance Comparison

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

Returns By Period

RMBBX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UMBHX

• 1D: 0.00%
• 1M: -1.29%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RMBBX vs. UMBHX - Yearly Performance Comparison

	2026 (YTD)
RMBBX RMB Small Cap Fund	0.00%
UMBHX Carillon Scout Small Cap Fund	0.55%

Return for Risk

RMBBX vs. UMBHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and Carillon Scout Small Cap Fund (UMBHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

Drawdown Indicators

	RMBBX	UMBHX	Difference
Max Drawdown Largest peak-to-trough decline	—	-6.82%	—
Current Drawdown Current decline from peak	—	-5.83%	—
Average Drawdown Average peak-to-trough decline	—	-2.39%	—

Volatility

Volatility by Period

	RMBBX	UMBHX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	30.41%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	30.41%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	30.41%	—

RMBBX vs. UMBHX - Expense Ratio Comparison

RMBBX has a 1.06% expense ratio, which is higher than UMBHX's 0.90% expense ratio.

Dividends

RMBBX vs. UMBHX - Dividend Comparison

RMBBX's dividend yield for the trailing twelve months is around 6.38%, while UMBHX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RMBBX RMB Small Cap Fund	6.38%	5.98%	2.15%	5.62%	2.75%	6.44%	4.38%	4.73%	45.44%	21.23%	3.70%	9.34%
UMBHX Carillon Scout Small Cap Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%