RMBHX vs. RMBBX

Last updated Jun 4, 2026

RMBHX (RMB Fund) and RMBBX (RMB Small Cap Fund) are both mutual funds - RMBHX is a Large Cap Growth Equities fund managed by RMB Funds, while RMBBX is a Small Cap Growth Equities fund managed by RMB Funds. Their correlation of 0.84 suggests significant overlap in exposure. RMBHX charges 1.12%/yr vs 1.06%/yr for RMBBX.

Performance

RMBHX vs. RMBBX - Performance Comparison

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

Returns By Period

RMBHX

• 1D: -0.26%
• 1M: 4.81%
• YTD: 7.00%
• 6M: 8.03%
• 1Y: 21.81%
• 3Y*: 14.49%
• 5Y*: 8.19%
• 10Y*: 13.04%

RMBBX

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

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

RMBHX vs. RMBBX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RMBHX RMB Fund	7.00%	12.46%	11.98%	21.18%	-21.12%	29.95%	15.94%	37.17%	-2.84%	22.88%
RMBBX RMB Small Cap Fund	7.65%	-0.06%	15.10%	18.71%	-24.78%	24.32%	17.62%	27.51%	-5.47%	10.48%

Correlation

The correlation between RMBHX and RMBBX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.61
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (10Y) Calculated over the trailing 10-year period	0.81
Correlation (All Time) Calculated using the full available price history since Sep 5, 2002	0.84

Over the past year, the correlation between RMBHX and RMBBX has dropped to 0.61 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.

Return for Risk

RMBHX vs. RMBBX — Risk / Return Rank

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

RMBHX

RMBHX Risk / Return Rank: 31
RMBHX Sharpe Ratio Rank: 38
RMBHX Sortino Ratio Rank: 35
RMBHX Omega Ratio Rank: 36
RMBHX Calmar Ratio Rank: 19
RMBHX Martin Ratio Rank: 24

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.

RMBHX vs. RMBBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and RMB Small Cap Fund (RMBBX). 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	RMBBX	Difference
Sharpe ratio: Return per unit of total volatility	1.79	—	—
Sortino ratio: Return per unit of downside risk	2.48	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	1.60	—	—
Martin ratio: Return relative to average drawdown	6.00	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RMBHX	RMBBX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.79	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	—	—

Drawdowns

Drawdown Indicators

	RMBHX	RMBBX	Difference
Max Drawdown Largest peak-to-trough decline	-70.00%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-13.93%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.90%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-26.38%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.01%	—	—
Current Drawdown Current decline from peak	-0.26%	—	—
Average Drawdown Average peak-to-trough decline	-24.96%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.71%	—	—

Volatility

Volatility by Period

	RMBHX	RMBBX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.94%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.73%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.46%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.09%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.32%	—	—

RMBHX vs. RMBBX - Expense Ratio Comparison

RMBHX has a 1.12% expense ratio, which is higher than RMBBX's 1.06% expense ratio.

Dividends

RMBHX vs. RMBBX - Dividend Comparison

RMBHX's dividend yield for the trailing twelve months is around 9.02%, more than RMBBX's 6.38% yield.

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%
RMBHX RMB Fund	9.02%	9.65%	6.53%	1.49%	9.70%	5.97%	4.83%	1.65%	9.98%	34.90%	36.98%	9.82%

Frequently Asked Questions

Can I hold both RMBHX and RMBBX in my portfolio?

RMBHX and RMBBX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.