Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBNX (RMB Mendon Financial Services Fund C) | 6.17% | 26.94% | 21.57% | 5.17% | 9.31% | 11.07% | 6.55% | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBNX (RMB Mendon Financial Services Fund C) | 05/02/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 26.94 | 21.57 | 5.17 | 9.31 | 11.07 | 6.55 | … | … | 6.17 | 11.99 | 16.17 | 3.75 | -19.78 | 55.24 | -6.44 | 21.89 | -17.80 | 11.37 | 28.76 | 19.55 | 10.26 | 34.52 | 22.36 | -11.02 | 0.78 | 17.57 | -18.89 | -21.87 | 6.17 | 1.59 |
| Sharpe Ratio | NA | 1.26 | 0.80 | 0.13 | 0.29 | NA | NA | … | … | 0.96 | 0.37 | 0.50 | 0.00 | -0.91 | 2.28 | -0.12 | 1.20 | -1.05 | 0.66 | 1.95 | 1.52 | 0.89 | 2.99 | 1.67 | -0.44 | 0.04 | 0.51 | -0.47 | -1.35 | 0.22 | -0.01 |
| Standard Deviation(%) | NA | 20.76 | 24.54 | 24.80 | 27.26 | NA | NA | … | … | 19.98 | 24.67 | 25.06 | 29.18 | 23.31 | 24.26 | 55.14 | 16.99 | 18.36 | 16.33 | 14.63 | 12.83 | 11.45 | 11.52 | 13.51 | 25.29 | 18.15 | 33.99 | 41.70 | 18.58 | 12.53 | 12.81 |
| Draw Down(%) | NA | 9.56 | 25.19 | 44.89 | 56.06 | NA | NA | … | … | 9.56 | 21.75 | 13.77 | 32.05 | 26.24 | 10.92 | 51.07 | 13.36 | 30.01 | 7.94 | 14.28 | 7.09 | 7.95 | 5.48 | 8.03 | 24.41 | 23.35 | 30.67 | 35.02 | 24.06 | 8.89 | 7.30 |
| Yield(%) | 0.00 | 7.45 | 4.55 | 4.74 | 5.78 | 7.96 | 4.40 | … | … | 0.00 | 7.11 | 1.78 | 0.83 | 12.77 | 1.72 | 0.00 | 1.13 | 4.63 | 7.53 | 2.09 | 4.88 | 3.04 | 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 05/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBNX (RMB Mendon Financial Services Fund C) |
-19.15%
Feb 2006 – Feb 2009 |
-10.06%
Sep 2006 – Sep 2011 |
2.98%
Jul 2005 – Jul 2015 |
1.92%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBNX (RMB Mendon Financial Services Fund C) |
24.02%
May 2023 – May 2026 |
22.81%
Dec 2011 – Dec 2016 |
16.40%
Nov 2011 – Nov 2021 |
10.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart