Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) | -0.02% | 0.89% | 2.59% | 1.11% | NA | NA | NA | 2.23% |
Data as of 07/11/2025, AR inception is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBCUX (TAX-EXEMPT BOND FUND CLASS T) | 03/17/2017 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.89 | 2.59 | 1.11 | NA | NA | NA | 2.23 | -0.02 | 1.92 | 6.16 | -7.48 | 2.34 | 4.15 | 7.21 | 1.56 | 2.69 |
| Sharpe Ratio | NA | -0.50 | -0.22 | -0.31 | NA | NA | NA | 0.13 | -0.53 | -1.98 | 0.67 | -2.51 | 1.73 | 0.53 | 4.54 | 0.20 | 1.71 |
| Standard Deviation(%) | NA | 4.63 | 3.50 | 3.06 | NA | NA | NA | 3.58 | 5.87 | 2.36 | 2.87 | 3.55 | 1.34 | 7.39 | 1.28 | 1.27 | 1.59 |
| Draw Down(%) | NA | 4.20 | 5.86 | 11.64 | NA | NA | NA | 11.64 | 4.20 | 1.81 | 4.06 | 11.51 | 1.90 | 11.32 | 1.33 | 1.28 | 0.96 |
| Yield(%) | 0.00 | 3.08 | 3.18 | 2.76 | 2.29 | 1.53 | 1.15 | 2.86 | 1.05 | 3.60 | 3.38 | 2.54 | 2.31 | 2.71 | 3.04 | 2.95 | 1.19 |
Data as of 07/11/2025, AR inception 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) |
5.01%
Apr 2018 - Apr 2021 |
2.34%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart