Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBBX (RMB Small Cap Fund Class I) | 6.80% | 17.25% | 12.67% | 3.07% | 9.01% | 8.23% | 6.22% | … | … |
Data as of 04/27/2026, Common starting date is 09/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBBX (RMB Small Cap Fund Class I) | 09/05/2002 | 04/27/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 17.25 | 12.67 | 3.07 | 9.01 | 8.23 | 6.22 | … | … | 6.80 | -0.07 | 15.10 | 18.71 | -24.78 | 24.32 | 17.62 | 27.51 | -5.47 | 10.58 | 13.72 | -2.08 | 6.71 | 33.26 | 13.19 | -4.77 | 23.45 | 24.53 | -36.04 | -1.96 | 5.65 | 3.06 | 11.66 | 40.49 | 7.06 |
| Sharpe Ratio | NA | 0.89 | 0.49 | 0.03 | 0.35 | NA | NA | … | … | 1.19 | -0.14 | 0.63 | 0.80 | -0.96 | 1.31 | 0.44 | 1.88 | -0.41 | 0.94 | 0.85 | -0.10 | 0.45 | 2.50 | 0.83 | -0.15 | 1.06 | 0.77 | -0.84 | -0.25 | 0.12 | 0.05 | 0.57 | 2.44 | 0.92 |
| Standard Deviation(%) | NA | 16.59 | 19.16 | 20.85 | 21.39 | NA | NA | … | … | 17.24 | 21.59 | 18.31 | 18.88 | 27.37 | 18.49 | 38.90 | 13.87 | 16.95 | 10.65 | 15.80 | 21.16 | 14.71 | 13.30 | 15.99 | 31.26 | 21.95 | 31.74 | 44.11 | 20.67 | 18.05 | 15.86 | 18.85 | 16.32 | 24.69 |
| Draw Down(%) | NA | 9.16 | 26.52 | 30.41 | 39.10 | NA | NA | … | … | 9.16 | 23.07 | 9.33 | 16.03 | 28.26 | 7.91 | 39.10 | 7.08 | 23.69 | 5.50 | 13.69 | 12.63 | 11.08 | 6.20 | 12.56 | 26.83 | 17.75 | 31.39 | 49.28 | 18.43 | 13.35 | 13.81 | 14.11 | 10.70 | 15.67 |
| Yield(%) | 0.00 | 6.20 | 5.29 | 4.04 | 8.25 | 7.82 | 5.97 | … | … | 0.00 | 5.66 | 2.44 | 6.36 | 2.02 | 7.63 | 4.91 | 5.78 | 29.97 | 19.32 | 4.14 | 8.41 | 19.68 | 5.25 | 7.65 | 0.01 | 0.22 | 0.37 | 0.05 | 0.03 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/27/2026, Common starting date is 09/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBBX (RMB Small Cap Fund Class I) |
-21.02%
Feb 2006 – Feb 2009 |
-10.46%
Feb 2004 – Feb 2009 |
2.89%
Feb 2006 – Feb 2016 |
4.39%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBBX (RMB Small Cap Fund Class I) |
27.60%
Feb 2009 – Feb 2012 |
23.63%
Feb 2009 – Feb 2014 |
14.91%
Feb 2009 – Feb 2019 |
12.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart