RPMAX vs. SSLCX
RPMAX (Reinhart Genesis PMV Fund) and SSLCX (DWS Small Cap Core Fund) are both Small Cap Blend Equities funds. Over the past 5 years, RPMAX returned 13.81%/yr vs 6.56%/yr for SSLCX. Their correlation of 0.87 means they have usually moved in the same direction. RPMAX charges 1.20%/yr vs 0.95%/yr for SSLCX.
Performance
RPMAX vs. SSLCX - Performance Comparison
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Returns By Period
In the year-to-date period, RPMAX achieves a 26.74% return, which is significantly higher than SSLCX's 10.96% return.
RPMAX
- 1D
- 0.82%
- 1M
- -0.50%
- 6M
- 20.69%
- YTD
- 26.74%
- 1Y
- 38.82%
- 3Y*
- 17.34%
- 5Y*
- 13.81%
- 10Y*
- —
- ALL TIME*
- 12.39%
SSLCX
- 1D
- -0.07%
- 1M
- -4.13%
- 6M
- 5.45%
- YTD
- 10.96%
- 1Y
- 14.31%
- 3Y*
- 10.85%
- 5Y*
- 6.56%
- 10Y*
- 10.14%
- ALL TIME*
- 8.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RPMAX vs. SSLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | 26.74% | 5.13% | 14.59% | 23.64% | -4.00% | 23.59% | 4.18% | 21.69% | -8.63% |
SSLCX DWS Small Cap Core Fund | 10.96% | 4.99% | 9.85% | 13.09% | -13.53% | 41.16% | 14.65% | 21.72% | -19.19% |
Correlation
The correlation between RPMAX and SSLCX is 0.77, 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. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2018 | 0.87 |
The correlation between RPMAX and SSLCX has been stable across timeframes, ranging from 0.77 to 0.87 - a consistent structural relationship.
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Return for Risk
RPMAX vs. SSLCX — Risk / Return Rank
RPMAX
SSLCX
RPMAX vs. SSLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Genesis PMV Fund (RPMAX) and DWS Small Cap Core Fund (SSLCX). 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.
| RPMAX | SSLCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.16 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.15 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | 1.41 | +2.41 |
| Martin ratioReturn relative to average drawdown | 12.86 | 4.16 | +8.70 |
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Drawdowns
RPMAX vs. SSLCX - Drawdown Comparison
The maximum RPMAX drawdown since its inception was -45.05%, smaller than the maximum SSLCX drawdown of -63.14%. Use the drawdown chart below to compare losses from any high point for RPMAX and SSLCX.
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Drawdown Indicators
| RPMAX | SSLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.05% | -63.14% | +18.09% |
Max Drawdown (1Y)Largest decline over 1 year | -9.24% | -8.78% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -23.65% | -17.34% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -22.57% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.07% | — |
Current DrawdownCurrent decline from peak | -1.05% | -6.08% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -11.25% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.99% | -0.24% |
Volatility
RPMAX vs. SSLCX - Volatility Comparison
The current volatility for Reinhart Genesis PMV Fund (RPMAX) is 3.56%, while DWS Small Cap Core Fund (SSLCX) has a volatility of 3.81%. This indicates that RPMAX experiences smaller price fluctuations and is considered to be less risky than SSLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMAX | SSLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.81% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 10.83% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.83% | 15.06% | +2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 17.18% | +2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.65% | 20.97% | +1.68% |
RPMAX vs. SSLCX - Expense Ratio Comparison
RPMAX has a 1.20% expense ratio, which is higher than SSLCX's 0.95% expense ratio.
Dividends
RPMAX vs. SSLCX - Dividend Comparison
RPMAX's dividend yield for the trailing twelve months is around 6.07%, more than SSLCX's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | 6.07% | 7.69% | 4.32% | 2.87% | 7.00% | 4.22% | 0.06% | 0.42% | 1.28% | 0.00% | 0.00% | 0.00% |
SSLCX DWS Small Cap Core Fund | 1.09% | 1.21% | 1.52% | 0.68% | 1.07% | 1.67% | 0.35% | 0.16% | 5.99% | 5.78% | 0.60% | 8.42% |
Frequently Asked Questions
RPMAX and SSLCX have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSLCX has higher volatility (3.81%) compared to RPMAX (3.56%). In terms of maximum drawdown, RPMAX dropped -45.05% vs SSLCX's -63.14%.
RPMAX currently has the higher Sharpe Ratio (1.99 vs 0.83), 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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