Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBLX (RMB Mendon Financial Services Fund I) | 9.97% | 36.30% | 24.08% | 6.76% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBLX (RMB Mendon Financial Services Fund I) | 02/06/2017 | 06/05/2026 |
| 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 (%) | 1.06 | 36.30 | 24.08 | 6.76 | NA | NA | NA | … | … | 9.97 | 13.14 | 17.35 | 4.82 | -18.97 | 56.79 | -5.50 | 23.13 | -16.97 | 11.29 |
| Sharpe Ratio | NA | 1.32 | 0.85 | 0.17 | NA | NA | NA | … | … | 1.02 | 0.42 | 0.55 | 0.04 | -0.88 | 2.34 | -0.10 | 1.28 | -1.00 | 0.74 |
| Standard Deviation(%) | NA | 20.79 | 24.49 | 24.77 | NA | NA | NA | … | … | 19.99 | 24.69 | 24.88 | 29.19 | 23.30 | 24.28 | 55.09 | 16.97 | 18.36 | 16.03 |
| Draw Down(%) | NA | 9.45 | 24.91 | 44.14 | NA | NA | NA | … | … | 9.45 | 21.61 | 13.50 | 31.90 | 25.86 | 10.81 | 50.96 | 13.30 | 29.65 | 7.87 |
| Yield(%) | 0.00 | 7.37 | 5.00 | 4.83 | 4.43 | 2.95 | 2.22 | … | … | 0.00 | 6.85 | 2.41 | 1.54 | 11.86 | 2.40 | 0.00 | 1.01 | 4.20 | 6.85 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RMBLX (RMB Mendon Financial Services Fund I) |
-13.70%
Mar 2017 – Mar 2020 |
-2.83%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBLX (RMB Mendon Financial Services Fund I) |
25.30%
May 2023 – May 2026 |
19.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart