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RMBTX vs. RMBHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RMBTX vs. RMBHX

Last updated Jun 23, 2026

RMBTX (RMB International Fund) and RMBHX (RMB Fund) are both mutual funds - RMBTX is a Foreign Small & Mid Cap Equities fund managed by RMB Funds, while RMBHX is a Large Cap Growth Equities fund managed by RMB Funds. Over the past 5 years, RMBTX returned 8.37%/yr vs 7.97%/yr for RMBHX. A 0.72 correlation means they provide meaningful diversification when combined. RMBTX charges 0.95%/yr vs 1.12%/yr for RMBHX.

Performance

RMBTX vs. RMBHX - Performance Comparison

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

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Returns By Period

In the year-to-date period, RMBTX achieves a 14.29% return, which is significantly higher than RMBHX's 5.78% return.

RMBTX

1D
0.72%
1M
2.13%
YTD
14.29%
6M
14.85%
1Y
31.40%
3Y*
15.01%
5Y*
8.37%
10Y*
—

RMBHX

1D
1.11%
1M
0.13%
YTD
5.78%
6M
5.61%
1Y
20.15%
3Y*
13.44%
5Y*
7.97%
10Y*
13.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RMBTX vs. RMBHX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
RMBTX
RMB International Fund		14.29%32.72%0.01%12.94%-16.92%9.52%7.01%19.21%-24.23%
RMBHX
RMB Fund		5.78%12.46%11.98%21.18%-21.12%29.95%15.94%37.17%-7.32%

Correlation

The correlation between RMBTX and RMBHX is 0.68, 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

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (All Time)
Calculated using the full available price history since Jan 12, 2018

0.72

The correlation between RMBTX and RMBHX has been stable across timeframes, ranging from 0.64 to 0.72 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RMB International Fund

RMB Fund

Often compared with RMBTX:
RMBTX vs. RMBBXRMBTX vs. RMBMXRMBTX vs. DFVQXRMBTX vs. FSTSXRMBTX vs. RMBPXRMBTX vs. ARTJXRMBTX vs. FSISX
Often compared with RMBHX:
RMBHX vs. RMBPXRMBHX vs. RMBMXRMBHX vs. RMBBXRMBHX vs. ACIHXRMBHX vs. BBLIXRMBHX vs. BLUEXRMBHX vs. ADX

Return for Risk

RMBTX vs. RMBHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RMBTX
RMBTX Risk / Return Rank: 4747
Overall Rank
RMBTX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
RMBTX Sortino Ratio Rank: 4444
Sortino Ratio Rank
RMBTX Omega Ratio Rank: 4646
Omega Ratio Rank
RMBTX Calmar Ratio Rank: 4949
Calmar Ratio Rank
RMBTX Martin Ratio Rank: 4949
Martin Ratio Rank
RMBHX
RMBHX Risk / Return Rank: 2727
Overall Rank
RMBHX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
RMBHX Sortino Ratio Rank: 3030
Sortino Ratio Rank
RMBHX Omega Ratio Rank: 3131
Omega Ratio Rank
RMBHX Calmar Ratio Rank: 1717
Calmar Ratio Rank
RMBHX Martin Ratio Rank: 2323
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. RMBHX - Risk-Adjusted Trends Comparison

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

RMBTXRMBHXDifference
Sharpe ratioReturn per unit of total volatility
1.89
1.53

+0.36

Sortino ratioReturn per unit of downside risk
2.58
2.13

+0.45

Omega ratioGain probability vs. loss probability

1.34

1.27

+0.07

Calmar ratioReturn relative to maximum drawdown

2.54

1.42

+1.12

Martin ratioReturn relative to average drawdown

9.54

5.27

+4.27

RMBTX vs. RMBHX - Sharpe Ratio Comparison

The current RMBTX Sharpe Ratio is 1.89, which is comparable to the RMBHX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of RMBTX and RMBHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

RMBTX vs. RMBHX - Drawdown Comparison

The maximum RMBTX drawdown since its inception was -38.70%, smaller than the maximum RMBHX drawdown of -70.00%. Use the drawdown chart below to compare losses from any high point for RMBTX and RMBHX.

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Drawdown Indicators

RMBTXRMBHXDifference

Max Drawdown

Largest peak-to-trough decline

-38.70%

-70.00%

+31.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.95%

-13.93%

+1.98%

Max Drawdown (3Y)

Largest decline over 3 years

-14.45%

-18.90%

+4.45%

Max Drawdown (5Y)

Largest decline over 5 years

-28.68%

-26.38%

-2.30%

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.01%

—

Current Drawdown

Current decline from peak

0.00%

-1.39%

+1.39%

Average Drawdown

Average peak-to-trough decline

-9.76%

-24.92%

+15.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

3.75%

-0.58%

Volatility

RMBTX vs. RMBHX - Volatility Comparison

RMB International Fund (RMBTX) has a higher volatility of 5.02% compared to RMB Fund (RMBHX) at 4.59%. This indicates that RMBTX's price experiences larger fluctuations and is considered to be riskier than RMBHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RMBTXRMBHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.02%

4.59%

+0.43%

Volatility (6M)

Calculated over the trailing 6-month period

13.30%

10.48%

+2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

16.05%

12.95%

+3.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.04%

17.18%

-1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.00%

23.35%

-6.35%

RMBTX vs. RMBHX - Expense Ratio Comparison

RMBTX has a 0.95% expense ratio, which is lower than RMBHX's 1.12% expense ratio.

Dividends

RMBTX vs. RMBHX - Dividend Comparison

RMBTX's dividend yield for the trailing twelve months is around 1.45%, less than RMBHX's 9.12% yield.

PositionTTM20252024202320222021202020192018201720162015
RMBHX
RMB Fund		9.12%9.65%6.53%1.49%9.70%5.97%4.83%1.65%9.98%34.90%36.98%9.82%
RMBTX
RMB International Fund		1.45%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

RMBTX and RMBHX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RMBTX has higher volatility (5.02%) compared to RMBHX (4.59%). In terms of maximum drawdown, RMBTX dropped -38.70% vs RMBHX's -70.00%.

RMBTX currently has the higher Sharpe Ratio (1.89 vs 1.53), 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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