RMBTX vs. RMBBX

Last updated Jun 3, 2026

RMBTX (RMB International Fund) and RMBBX (RMB Small Cap Fund) are both mutual funds - RMBTX is a Foreign Small & Mid Cap Equities fund managed by RMB Funds, while RMBBX is a Small Cap Growth Equities fund managed by RMB Funds. A 0.70 correlation means they provide meaningful diversification when combined. RMBTX charges 0.95%/yr vs 1.06%/yr for RMBBX.

Performance

RMBTX vs. RMBBX - Performance Comparison

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

Returns By Period

RMBTX

• 1D: -0.50%
• 1M: 5.10%
• YTD: 13.30%
• 6M: 16.53%
• 1Y: 27.08%
• 3Y*: 15.72%
• 5Y*: 7.72%
• 10Y*: —

RMBBX

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

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

RMBTX vs. RMBBX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
RMBTX RMB International Fund	13.30%	32.72%	0.01%	12.94%	-16.92%	9.52%	7.01%	19.21%	-24.23%
RMBBX RMB Small Cap Fund	7.65%	-0.06%	15.10%	18.71%	-24.78%	24.32%	17.62%	27.51%	-8.97%

Correlation

The correlation between RMBTX and RMBBX is 0.59, 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	0.59
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.69
Correlation (All Time) Calculated using the full available price history since Jan 16, 2018	0.70

The correlation between RMBTX and RMBBX shifts across timeframes, from 0.59 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RMBTX vs. RMBBX — Risk / Return Rank

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

RMBTX

RMBTX Risk / Return Rank: 39
RMBTX Sharpe Ratio Rank: 39
RMBTX Sortino Ratio Rank: 36
RMBTX Omega Ratio Rank: 37
RMBTX Calmar Ratio Rank: 39
RMBTX Martin Ratio Rank: 42

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. RMBBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB International Fund (RMBTX) 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.

	RMBTX	RMBBX	Difference
Sharpe ratio Return per unit of total volatility	1.81	—	—
Sortino ratio Return per unit of downside risk	2.49	—	—
Omega ratio Gain probability vs. loss probability	1.32	—	—
Calmar ratio Return relative to maximum drawdown	2.38	—	—
Martin ratio Return relative to average drawdown	9.00	—	—
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

	RMBTX	RMBBX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.81	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.49	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	—	—

Drawdowns

Drawdown Indicators

	RMBTX	RMBBX	Difference
Max Drawdown Largest peak-to-trough decline	-38.70%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.95%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.45%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.68%	—	—
Current Drawdown Current decline from peak	-0.50%	—	—
Average Drawdown Average peak-to-trough decline	-9.81%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.16%	—	—

Volatility

Volatility by Period

	RMBTX	RMBBX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.31%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.73%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.68%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.96%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.98%	—	—

RMBTX vs. RMBBX - Expense Ratio Comparison

RMBTX has a 0.95% expense ratio, which is lower than RMBBX's 1.06% expense ratio.

Dividends

RMBTX vs. RMBBX - Dividend Comparison

RMBTX's dividend yield for the trailing twelve months is around 1.46%, less 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%
RMBTX RMB International Fund	1.46%	1.66%	2.44%	2.03%	2.08%	1.03%	0.64%	1.17%	0.22%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RMBTX and RMBBX in my portfolio?

RMBTX and RMBBX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.