Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBJX (RMB Fund C) | 5.75% | 20.00% | 13.49% | 7.23% | 12.12% | 9.38% | 7.55% | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBJX (RMB Fund C) | 05/03/2004 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 20.00 | 13.49 | 7.23 | 12.12 | 9.38 | 7.55 | … | … | 5.75 | -1.12 | 11.13 | 20.30 | -21.70 | 28.98 | 15.08 | 36.09 | -3.52 | 22.02 | 0.61 | 0.65 | 7.37 | 14.93 | 8.30 | 0.14 | 20.76 | 30.13 | -39.67 | 10.27 | -0.60 | 0.94 | -1.60 |
| Sharpe Ratio | NA | 1.52 | 0.75 | 0.28 | 0.58 | NA | NA | … | … | 1.04 | -0.18 | 0.64 | 1.26 | -0.93 | 2.17 | 0.42 | 2.68 | -0.28 | 2.94 | 0.03 | 0.04 | 0.57 | 1.09 | 0.61 | 0.01 | 1.16 | 1.36 | -1.15 | 0.42 | -0.30 | -0.12 | -0.27 |
| Standard Deviation(%) | NA | 12.46 | 14.53 | 17.04 | 18.42 | NA | NA | … | … | 14.68 | 22.93 | 11.78 | 13.34 | 25.02 | 13.33 | 35.57 | 12.92 | 17.39 | 7.30 | 13.81 | 16.08 | 12.95 | 13.62 | 13.68 | 21.67 | 17.77 | 22.11 | 35.08 | 17.07 | 13.63 | 11.17 | 13.19 |
| Draw Down(%) | NA | 14.05 | 19.09 | 26.84 | 38.05 | NA | NA | … | … | 14.05 | 18.81 | 7.81 | 9.31 | 26.57 | 5.36 | 38.05 | 5.57 | 18.94 | 2.37 | 16.00 | 12.95 | 8.47 | 7.20 | 11.30 | 16.70 | 12.92 | 18.77 | 45.19 | 9.67 | 12.44 | 7.34 | 7.63 |
| Yield(%) | 0.00 | 14.07 | 9.25 | 7.98 | 10.81 | 8.81 | 7.38 | … | … | 0.00 | 13.94 | 9.36 | 2.37 | 9.02 | 9.29 | 6.49 | 2.67 | 10.40 | 35.09 | 30.02 | 9.76 | 5.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/03/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBJX (RMB Fund C) |
-15.65%
Feb 2006 – Feb 2009 |
-7.06%
Jun 2004 – Jun 2009 |
2.27%
Jan 2006 – Jan 2016 |
3.88%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBJX (RMB Fund C) |
26.41%
Dec 2018 – Dec 2021 |
19.20%
Oct 2016 – Oct 2021 |
12.40%
Dec 2011 – Dec 2021 |
12.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart