Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) | 1.36% | 6.04% | 3.88% | 1.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) | 03/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 6.04 | 3.88 | 1.28 | NA | NA | NA | … | … | 1.36 | 4.37 | 1.92 | 6.16 | -7.48 | 2.34 | 4.15 | 7.21 | 1.56 | 2.69 |
| Sharpe Ratio | NA | 1.90 | 0.27 | -0.39 | NA | NA | NA | … | … | 0.36 | 0.34 | -0.72 | 0.88 | -2.52 | 1.73 | 0.53 | 4.48 | 0.14 | 1.69 |
| Standard Deviation(%) | NA | 1.73 | 3.24 | 3.09 | NA | NA | NA | … | … | 2.07 | 4.33 | 2.36 | 2.87 | 3.55 | 1.34 | 7.39 | 1.28 | 1.27 | 1.59 |
| Draw Down(%) | NA | 2.16 | 4.20 | 11.64 | NA | NA | NA | … | … | 2.16 | 4.20 | 1.81 | 4.06 | 11.51 | 1.90 | 11.32 | 1.33 | 1.28 | 0.96 |
| Yield(%) | 0.00 | 3.40 | 3.50 | 2.89 | 2.64 | 1.76 | 1.32 | … | … | 1.40 | 3.30 | 3.61 | 3.38 | 2.54 | 2.31 | 2.71 | 3.04 | 2.95 | 1.19 |
Data as of 06/04/2026, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) |
-1.63%
Oct 2019 – Oct 2022 |
0.67%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) |
5.42%
Oct 2022 – Oct 2025 |
2.34%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart