RMBHX vs. RMBMX
RMBHX (RMB Fund) and RMBMX (RMB SMID Cap Fund) are both mutual funds - RMBHX is a Large Cap Growth Equities fund managed by RMB Funds, while RMBMX is a Mid Cap Growth Equities fund managed by RMB Funds. Over the past 10 years, RMBHX returned 12.47%/yr vs 10.88%/yr for RMBMX. Their correlation of 0.86 means they have usually moved in the same direction. RMBHX charges 1.12%/yr vs 0.84%/yr for RMBMX.
Performance
RMBHX vs. RMBMX - Performance Comparison
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Returns By Period
In the year-to-date period, RMBHX achieves a 6.32% return, which is significantly lower than RMBMX's 10.82% return. Over the past 10 years, RMBHX has outperformed RMBMX with an annualized return of 12.47%, while RMBMX has yielded a comparatively lower 10.88% annualized return.
RMBHX
- 1D
- 2.45%
- 1M
- -0.11%
- 6M
- 6.77%
- YTD
- 6.32%
- 1Y
- 16.47%
- 3Y*
- 12.20%
- 5Y*
- 6.69%
- 10Y*
- 12.47%
- ALL TIME*
- 5.86%
RMBMX
- 1D
- 0.51%
- 1M
- -2.08%
- 6M
- 7.97%
- YTD
- 10.82%
- 1Y
- 14.56%
- 3Y*
- 9.62%
- 5Y*
- 4.84%
- 10Y*
- 10.88%
- ALL TIME*
- 8.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
RMBHX RMB Fund | $0.00 | $0.00 | $0.00 |
RMBMX RMB SMID Cap Fund | $0.00 | $0.00 | $0.00 |
RMBHX vs. RMBMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBHX RMB Fund | 6.32% | 12.46% | 11.98% | 21.18% | -21.12% | 29.95% | 15.94% | 37.17% | -2.84% | 22.88% |
RMBMX RMB SMID Cap Fund | 10.82% | 2.46% | 10.04% | 20.32% | -20.36% | 28.05% | 24.43% | 31.74% | -5.04% | 13.65% |
Correlation
The correlation between RMBHX and RMBMX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2004 | 0.86 |
Over the past year, the correlation between RMBHX and RMBMX has dropped to 0.65 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
RMBHX vs. RMBMX — Risk / Return Rank
RMBHX
RMBMX
RMBHX vs. RMBMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and RMB SMID Cap Fund (RMBMX). 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.
| RMBHX | RMBMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.16 | -0.15 |
| Martin ratioReturn relative to average drawdown | 3.70 | 4.13 | -0.43 |
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Drawdowns
RMBHX vs. RMBMX - Drawdown Comparison
The maximum RMBHX drawdown since its inception was -70.00%, which is greater than RMBMX's maximum drawdown of -52.47%. Use the drawdown chart below to compare losses from any high point for RMBHX and RMBMX.
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Drawdown Indicators
| RMBHX | RMBMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.00% | -52.47% | -17.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -10.40% | -3.53% |
Max Drawdown (3Y)Largest decline over 3 years | -18.90% | -24.10% | +5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -29.03% | +2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -39.63% | +1.62% |
Current DrawdownCurrent decline from peak | -1.98% | -2.73% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -24.83% | -7.87% | -16.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 2.92% | +0.89% |
Volatility
RMBHX vs. RMBMX - Volatility Comparison
RMB Fund (RMBHX) has a higher volatility of 4.18% compared to RMB SMID Cap Fund (RMBMX) at 3.72%. This indicates that RMBHX's price experiences larger fluctuations and is considered to be riskier than RMBMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBHX | RMBMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 3.72% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 12.02% | -1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 16.22% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 20.81% | -3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 20.83% | +2.52% |
RMBHX vs. RMBMX - Expense Ratio Comparison
RMBHX has a 1.12% expense ratio, which is higher than RMBMX's 0.84% expense ratio.
Dividends
RMBHX vs. RMBMX - Dividend Comparison
RMBHX's dividend yield for the trailing twelve months is around 9.08%, less than RMBMX's 17.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMBHX RMB Fund | 9.08% | 9.65% | 6.53% | 1.49% | 9.70% | 5.97% | 4.83% | 1.65% | 9.98% | 34.90% | 36.98% | 9.82% |
RMBMX RMB SMID Cap Fund | 17.81% | 19.73% | 9.50% | 10.12% | 8.40% | 5.53% | 5.34% | 14.27% | 15.63% | 14.74% | 18.84% | 6.38% |
Frequently Asked Questions
RMBHX and RMBMX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMBHX has higher volatility (4.18%) compared to RMBMX (3.72%). In terms of maximum drawdown, RMBHX dropped -70.00% vs RMBMX's -52.47%.
RMBHX currently has the higher Sharpe Ratio (1.04 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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