RMBHX vs. BLUEX
Compare and contrast key facts about RMB Fund (RMBHX) and AMG Veritas Global Real Return Fund (BLUEX).
RMBHX is managed by RMB Funds. It was launched on Jun 16, 1975. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
RMBHX vs. BLUEX - Performance Comparison
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RMBHX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBHX RMB Fund | -9.03% | 12.46% | 11.98% | 21.18% | -21.12% | 29.95% | 15.94% | 37.17% | -2.84% | 22.88% |
BLUEX AMG Veritas Global Real Return Fund | -8.68% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
The year-to-date returns for both investments are quite close, with RMBHX having a -9.03% return and BLUEX slightly higher at -8.68%. Over the past 10 years, RMBHX has outperformed BLUEX with an annualized return of 11.32%, while BLUEX has yielded a comparatively lower 9.35% annualized return.
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%
BLUEX
- 1D
- 1.10%
- 1M
- -5.47%
- YTD
- -8.68%
- 6M
- -9.03%
- 1Y
- -7.28%
- 3Y*
- 2.73%
- 5Y*
- 0.53%
- 10Y*
- 9.35%
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RMBHX vs. BLUEX - Expense Ratio Comparison
RMBHX has a 1.12% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
RMBHX vs. BLUEX — Risk / Return Rank
RMBHX
BLUEX
RMBHX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| RMBHX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.66 | +1.12 |
Sortino ratioReturn per unit of downside risk | 0.80 | -0.89 | +1.69 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.89 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | -0.69 | +1.32 |
Martin ratioReturn relative to average drawdown | 2.34 | -2.40 | +4.74 |
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
| RMBHX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.66 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.05 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.57 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.49 | -0.23 |
Correlation
The correlation between RMBHX and BLUEX is 0.83, 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
RMBHX vs. BLUEX - Dividend Comparison
RMBHX's dividend yield for the trailing twelve months is around 10.61%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
RMBHX vs. BLUEX - Drawdown Comparison
The maximum RMBHX drawdown since its inception was -70.00%, which is greater than BLUEX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for RMBHX and BLUEX.
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Drawdown Indicators
| RMBHX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.00% | -54.27% | -15.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -12.19% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -21.87% | -4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -29.06% | -8.95% |
Current DrawdownCurrent decline from peak | -11.09% | -10.58% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -25.09% | -13.39% | -11.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.51% | +0.24% |
Volatility
RMBHX vs. BLUEX - Volatility Comparison
RMB Fund (RMBHX) has a higher volatility of 5.51% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.64%. This indicates that RMBHX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBHX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 3.64% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.84% | 7.31% | +2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 11.01% | +7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.08% | 10.50% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.30% | 16.57% | +6.73% |