RMBKX vs. BDMIX
Compare and contrast key facts about RMB Mendon Financial Services Fund (RMBKX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
RMBKX is managed by BlackRock. It was launched on Jun 7, 1999. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
RMBKX vs. BDMIX - Performance Comparison
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RMBKX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBKX RMB Mendon Financial Services Fund | -0.36% | 12.84% | 17.07% | 4.56% | -19.18% | 56.40% | -5.73% | 22.82% | -17.13% | 12.17% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 3.57% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, RMBKX achieves a -0.36% return, which is significantly lower than BDMIX's 3.57% return. Over the past 10 years, RMBKX has outperformed BDMIX with an annualized return of 9.85%, while BDMIX has yielded a comparatively lower 7.21% annualized return.
RMBKX
- 1D
- 0.25%
- 1M
- -3.80%
- YTD
- -0.36%
- 6M
- 10.76%
- 1Y
- 19.68%
- 3Y*
- 17.89%
- 5Y*
- 5.98%
- 10Y*
- 9.85%
BDMIX
- 1D
- -0.46%
- 1M
- 0.87%
- YTD
- 3.57%
- 6M
- 6.57%
- 1Y
- 16.65%
- 3Y*
- 18.58%
- 5Y*
- 11.16%
- 10Y*
- 7.21%
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RMBKX vs. BDMIX - Expense Ratio Comparison
RMBKX has a 1.27% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
RMBKX vs. BDMIX — Risk / Return Rank
RMBKX
BDMIX
RMBKX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Mendon Financial Services Fund (RMBKX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| RMBKX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 2.57 | -1.72 |
Sortino ratioReturn per unit of downside risk | 1.28 | 3.76 | -2.49 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.48 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 4.90 | -3.42 |
Martin ratioReturn relative to average drawdown | 4.29 | 13.59 | -9.30 |
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
| RMBKX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 2.57 | -1.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 1.72 | -1.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 1.25 | -0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.14 | -0.66 |
Correlation
The correlation between RMBKX and BDMIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RMBKX vs. BDMIX - Dividend Comparison
RMBKX's dividend yield for the trailing twelve months is around 6.24%, less than BDMIX's 8.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMBKX RMB Mendon Financial Services Fund | 6.24% | 6.22% | 1.90% | 1.29% | 17.29% | 1.35% | 0.00% | 0.85% | 5.39% | 6.63% | 1.50% | 0.00% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.63% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
RMBKX vs. BDMIX - Drawdown Comparison
The maximum RMBKX drawdown since its inception was -55.45%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for RMBKX and BDMIX.
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Drawdown Indicators
| RMBKX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.45% | -11.89% | -43.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -3.60% | -9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -44.33% | -7.45% | -36.88% |
Max Drawdown (10Y)Largest decline over 10 years | -55.45% | -9.44% | -46.01% |
Current DrawdownCurrent decline from peak | -8.06% | -0.85% | -7.21% |
Average DrawdownAverage peak-to-trough decline | -11.19% | -2.72% | -8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 1.30% | +3.08% |
Volatility
RMBKX vs. BDMIX - Volatility Comparison
RMB Mendon Financial Services Fund (RMBKX) has a higher volatility of 4.82% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.58%. This indicates that RMBKX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBKX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 1.58% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.55% | 4.74% | +10.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 6.91% | +17.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.97% | 6.53% | +18.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.10% | 5.77% | +21.33% |