Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBHX (RMB Fund A) | 6.91% | 21.69% | 14.62% | 7.98% | 13.00% | 10.39% | 8.34% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBHX (RMB Fund A) | 06/21/1996 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 21.69 | 14.62 | 7.98 | 13.00 | 10.39 | 8.34 | … | … | 6.91 | 3.61 | 11.98 | 21.19 | -21.11 | 29.95 | 15.94 | 37.17 | -2.84 | 22.88 | 1.40 | 1.40 | 8.16 | 16.18 | 9.10 | 1.05 | 21.82 | 31.11 | -39.78 | 10.97 | -0.30 | 1.39 | -1.26 | 17.90 | -25.45 | -20.80 | -7.22 | 21.78 | 14.01 | 17.12 | 9.66 |
| Sharpe Ratio | NA | 1.60 | 0.81 | 0.33 | 0.50 | NA | NA | … | … | 1.10 | 0.04 | 0.71 | 1.33 | -0.90 | 2.25 | 0.44 | 2.76 | -0.24 | 3.06 | 0.03 | 0.09 | 0.63 | 1.20 | 0.67 | 0.05 | 1.22 | 1.40 | -1.16 | 0.46 | -0.27 | -0.08 | -0.18 | 1.25 | -1.41 | -1.13 | -0.40 | 0.86 | 0.51 | 0.80 | 1.52 |
| Standard Deviation(%) | NA | 12.48 | 14.52 | 17.03 | 23.09 | NA | NA | … | … | 14.73 | 20.74 | 11.74 | 13.30 | 25.04 | 13.29 | 35.58 | 12.95 | 17.35 | 7.30 | 46.24 | 16.09 | 12.93 | 13.48 | 13.68 | 21.62 | 17.78 | 22.11 | 35.15 | 17.13 | 13.84 | 11.23 | 12.75 | 13.77 | 18.86 | 20.87 | 28.49 | 21.53 | 20.83 | 16.69 | 10.16 |
| Draw Down(%) | NA | 13.93 | 18.90 | 26.38 | 38.01 | NA | NA | … | … | 13.93 | 18.70 | 7.74 | 9.24 | 26.09 | 5.33 | 38.01 | 5.52 | 18.80 | 2.28 | 27.66 | 12.82 | 8.37 | 6.87 | 11.16 | 16.56 | 12.82 | 18.64 | 44.81 | 9.59 | 12.13 | 7.26 | 10.04 | 8.83 | 29.33 | 31.65 | 27.18 | 9.87 | 23.95 | 9.15 | 7.54 |
| Yield(%) | 0.00 | 10.10 | 6.93 | 6.28 | 9.96 | 8.70 | 7.36 | … | … | 0.00 | 10.04 | 6.95 | 1.78 | 7.02 | 7.41 | 5.30 | 2.23 | 8.77 | 31.47 | 27.94 | 9.13 | 5.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBHX (RMB Fund A) |
-20.38%
Mar 2000 – Mar 2003 |
-11.88%
Aug 2000 – Aug 2005 |
-7.37%
Aug 2000 – Aug 2010 |
-1.43%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBHX (RMB Fund A) |
27.38%
Dec 2018 – Dec 2021 |
20.09%
Oct 2016 – Oct 2021 |
13.28%
Dec 2011 – Dec 2021 |
12.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart