Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBGX (RMB Fund I) | 7.04% | 21.89% | 14.87% | 8.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBGX (RMB Fund I) | 02/06/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 21.89 | 14.87 | 8.23 | NA | NA | NA | … | … | 7.04 | 4.08 | 12.22 | 21.54 | -20.94 | 30.27 | 16.22 | 37.55 | -2.63 | 19.72 |
| Sharpe Ratio | NA | 1.61 | 0.83 | 0.34 | NA | NA | NA | … | … | 1.12 | 0.06 | 0.73 | 1.36 | -0.90 | 2.27 | 0.45 | 2.79 | -0.23 | 2.94 |
| Standard Deviation(%) | NA | 12.47 | 14.52 | 17.03 | NA | NA | NA | … | … | 14.69 | 20.66 | 11.75 | 13.31 | 25.03 | 13.32 | 35.60 | 12.93 | 17.38 | 7.29 |
| Draw Down(%) | NA | 13.86 | 18.83 | 26.22 | NA | NA | NA | … | … | 13.86 | 18.65 | 7.75 | 9.22 | 25.93 | 5.30 | 37.99 | 5.54 | 18.78 | 2.21 |
| Yield(%) | 0.00 | 9.84 | 6.86 | 6.25 | 8.87 | 5.91 | 4.43 | … | … | 0.00 | 9.80 | 6.98 | 1.77 | 6.98 | 7.39 | 5.53 | 2.54 | 8.77 | 31.12 |
Data as of 06/04/2026, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBGX (RMB Fund I) |
2.54%
Dec 2021 – Dec 2024 |
6.30%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBGX (RMB Fund I) |
27.70%
Dec 2018 – Dec 2021 |
16.53%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart