Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBKX (RMB Mendon Financial Services Fund A) | 6.49% | 27.90% | 22.50% | 5.97% | 10.14% | 11.91% | 7.26% | … | … |
Data as of 06/03/2026, Common starting date is 06/08/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBKX (RMB Mendon Financial Services Fund A) | 06/08/1999 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 27.90 | 22.50 | 5.97 | 10.14 | 11.91 | 7.26 | … | … | 6.49 | 12.84 | 17.07 | 4.56 | -19.18 | 56.40 | -5.73 | 22.80 | -17.16 | 12.17 | 29.74 | 20.42 | 11.11 | 35.49 | 23.35 | -10.40 | 1.53 | 17.79 | -18.70 | -21.54 | 6.67 | -6.00 | -7.94 | 33.33 | 16.01 | 13.42 | 42.29 | -1.01 |
| Sharpe Ratio | NA | 1.30 | 0.84 | 0.16 | 0.32 | NA | NA | … | … | 1.01 | 0.41 | 0.54 | 0.03 | -0.89 | 2.32 | -0.11 | 1.26 | -1.01 | 0.71 | 2.02 | 1.59 | 0.97 | 3.09 | 1.74 | -0.41 | 0.08 | 0.52 | -0.47 | -1.32 | 0.26 | -0.70 | -0.41 | 2.87 | 0.96 | 0.61 | 1.97 | -0.35 |
| Standard Deviation(%) | NA | 20.78 | 24.55 | 24.81 | 27.25 | NA | NA | … | … | 19.98 | 24.69 | 25.06 | 29.19 | 23.31 | 24.27 | 55.09 | 16.96 | 18.38 | 16.31 | 14.63 | 12.83 | 11.44 | 11.49 | 13.52 | 25.34 | 18.14 | 33.99 | 41.74 | 18.74 | 12.69 | 11.77 | 22.00 | 11.38 | 15.43 | 18.34 | 19.35 | 14.95 |
| Draw Down(%) | NA | 9.48 | 24.98 | 44.33 | 55.47 | NA | NA | … | … | 9.48 | 21.65 | 13.56 | 31.94 | 25.95 | 10.85 | 50.98 | 13.31 | 29.74 | 7.91 | 14.21 | 7.07 | 7.83 | 5.45 | 7.95 | 23.98 | 23.14 | 30.62 | 34.60 | 23.82 | 9.08 | 9.82 | 18.38 | 6.44 | 13.11 | 17.61 | 14.50 | 11.27 |
| Yield(%) | 0.00 | 7.04 | 4.77 | 4.72 | 5.83 | 8.31 | 4.68 | … | … | 0.00 | 6.74 | 2.19 | 1.34 | 11.86 | 2.09 | 0.00 | 1.03 | 4.24 | 6.98 | 1.96 | 4.61 | 2.90 | 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 06/03/2026, Common starting date is 06/08/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBKX (RMB Mendon Financial Services Fund A) |
-18.84%
Feb 2006 – Feb 2009 |
-15.04%
Feb 2004 – Feb 2009 |
-1.58%
Sep 2001 – Sep 2011 |
2.19%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBKX (RMB Mendon Financial Services Fund A) |
28.98%
Feb 2000 – Feb 2003 |
23.74%
Dec 2011 – Dec 2016 |
17.27%
Nov 2011 – Nov 2021 |
11.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart