Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBMX (RMB SMID Cap Fund Class I) | 9.22% | 14.02% | 12.71% | 5.31% | 10.92% | 10.06% | 8.29% | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBMX (RMB SMID Cap Fund Class I) | 01/05/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.02 | 12.71 | 5.31 | 10.92 | 10.06 | 8.29 | … | … | 9.22 | -12.35 | 10.03 | 20.32 | -20.80 | 28.05 | 24.42 | 31.74 | -5.04 | 13.68 | 12.36 | -0.96 | 4.23 | 31.38 | 12.70 | -2.82 | 25.64 | 26.49 | -34.33 | 0.61 | 7.99 | 12.67 |
| Sharpe Ratio | NA | 0.72 | 0.53 | 0.14 | 0.46 | NA | NA | … | … | 1.13 | -0.56 | 0.40 | 0.98 | -0.84 | 1.71 | 0.64 | 2.25 | -0.38 | 1.38 | 0.81 | -0.07 | 0.30 | 2.46 | 0.84 | -0.10 | 1.26 | 0.89 | -0.85 | -0.14 | 0.36 | 0.85 |
| Standard Deviation(%) | NA | 15.71 | 17.89 | 19.66 | 20.38 | NA | NA | … | … | 17.50 | 27.81 | 16.10 | 17.09 | 26.66 | 16.35 | 37.69 | 13.46 | 17.04 | 9.47 | 15.00 | 15.02 | 13.85 | 12.75 | 15.09 | 28.79 | 20.35 | 29.68 | 41.61 | 17.90 | 12.91 | 12.43 |
| Draw Down(%) | NA | 10.40 | 24.11 | 27.34 | 39.63 | NA | NA | … | … | 10.40 | 20.24 | 10.00 | 13.60 | 26.05 | 6.75 | 39.63 | 5.67 | 24.21 | 4.91 | 12.91 | 10.41 | 11.16 | 6.40 | 11.91 | 26.37 | 15.43 | 26.26 | 48.44 | 14.89 | 13.50 | 8.64 |
| Yield(%) | 0.00 | 17.25 | 12.92 | 8.55 | 10.74 | 10.00 | 8.73 | … | … | 0.00 | 17.03 | 9.69 | 11.08 | 6.17 | 6.81 | 6.26 | 16.54 | 12.82 | 14.54 | 18.17 | 5.96 | 19.69 | 6.40 | 3.90 | 2.43 | 0.39 | 0.37 | 0.08 | 0.18 | 0.05 | 0.32 |
Data as of 06/04/2026, Common starting date is 01/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBMX (RMB SMID Cap Fund Class I) |
-17.33%
Feb 2006 – Feb 2009 |
-1.91%
May 2007 – May 2012 |
3.99%
Feb 2006 – Feb 2016 |
5.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBMX (RMB SMID Cap Fund Class I) |
28.04%
Dec 2018 – Dec 2021 |
22.87%
Feb 2009 – Feb 2014 |
14.95%
Sep 2011 – Sep 2021 |
13.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart