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RMBTX vs. HRIOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RMBTX vs. HRIOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RMB International Fund (RMBTX) and Hood River International Opportunity Fund (HRIOX). The values are adjusted to include any dividend payments, if applicable.

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RMBTX vs. HRIOX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RMBTX
RMB International Fund
2.22%32.72%0.01%12.94%-16.92%2.20%
HRIOX
Hood River International Opportunity Fund
10.79%43.32%20.19%30.74%-25.86%2.01%

Returns By Period

In the year-to-date period, RMBTX achieves a 2.22% return, which is significantly lower than HRIOX's 10.79% return.


RMBTX

1D
2.89%
1M
-6.60%
YTD
2.22%
6M
7.18%
1Y
23.85%
3Y*
12.94%
5Y*
6.29%
10Y*

HRIOX

1D
4.34%
1M
-9.90%
YTD
10.79%
6M
17.35%
1Y
77.60%
3Y*
32.28%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RMBTX vs. HRIOX - Expense Ratio Comparison

RMBTX has a 0.95% expense ratio, which is lower than HRIOX's 1.50% expense ratio.


Return for Risk

RMBTX vs. HRIOX — Risk / Return Rank

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

RMBTX
RMBTX Risk / Return Rank: 7070
Overall Rank
RMBTX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
RMBTX Sortino Ratio Rank: 7070
Sortino Ratio Rank
RMBTX Omega Ratio Rank: 6767
Omega Ratio Rank
RMBTX Calmar Ratio Rank: 7272
Calmar Ratio Rank
RMBTX Martin Ratio Rank: 6868
Martin Ratio Rank

HRIOX
HRIOX Risk / Return Rank: 9797
Overall Rank
HRIOX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
HRIOX Sortino Ratio Rank: 9797
Sortino Ratio Rank
HRIOX Omega Ratio Rank: 9595
Omega Ratio Rank
HRIOX Calmar Ratio Rank: 9898
Calmar Ratio Rank
HRIOX Martin Ratio Rank: 9898
Martin Ratio Rank
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.

RMBTX vs. HRIOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB International Fund (RMBTX) and Hood River International Opportunity Fund (HRIOX). 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.


RMBTXHRIOXDifference

Sharpe ratio

Return per unit of total volatility

1.37

3.20

-1.83

Sortino ratio

Return per unit of downside risk

1.90

3.83

-1.94

Omega ratio

Gain probability vs. loss probability

1.27

1.54

-0.27

Calmar ratio

Return relative to maximum drawdown

1.89

5.61

-3.72

Martin ratio

Return relative to average drawdown

7.30

22.51

-15.21

RMBTX vs. HRIOX - Sharpe Ratio Comparison

The current RMBTX Sharpe Ratio is 1.37, which is lower than the HRIOX Sharpe Ratio of 3.20. The chart below compares the historical Sharpe Ratios of RMBTX and HRIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RMBTXHRIOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

3.20

-1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.73

-0.51

Correlation

The correlation between RMBTX and HRIOX is 0.74, 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

RMBTX vs. HRIOX - Dividend Comparison

RMBTX's dividend yield for the trailing twelve months is around 1.62%, less than HRIOX's 5.31% yield.


TTM20252024202320222021202020192018
RMBTX
RMB International Fund
1.62%1.66%2.44%2.03%2.08%1.03%0.64%1.17%0.22%
HRIOX
Hood River International Opportunity Fund
5.31%5.88%0.16%1.44%0.00%0.21%0.00%0.00%0.00%

Drawdowns

RMBTX vs. HRIOX - Drawdown Comparison

The maximum RMBTX drawdown since its inception was -38.70%, roughly equal to the maximum HRIOX drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for RMBTX and HRIOX.


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Drawdown Indicators


RMBTXHRIOXDifference

Max Drawdown

Largest peak-to-trough decline

-38.70%

-38.76%

+0.06%

Max Drawdown (1Y)

Largest decline over 1 year

-11.95%

-13.78%

+1.83%

Max Drawdown (5Y)

Largest decline over 5 years

-28.68%

Current Drawdown

Current decline from peak

-8.72%

-10.04%

+1.32%

Average Drawdown

Average peak-to-trough decline

-9.95%

-12.71%

+2.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.09%

3.43%

-0.34%

Volatility

RMBTX vs. HRIOX - Volatility Comparison

The current volatility for RMB International Fund (RMBTX) is 7.69%, while Hood River International Opportunity Fund (HRIOX) has a volatility of 10.97%. This indicates that RMBTX experiences smaller price fluctuations and is considered to be less risky than HRIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RMBTXHRIOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.69%

10.97%

-3.28%

Volatility (6M)

Calculated over the trailing 6-month period

11.37%

18.27%

-6.90%

Volatility (1Y)

Calculated over the trailing 1-year period

17.70%

24.67%

-6.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.75%

20.85%

-5.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.93%

20.85%

-3.92%