Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCSIX (RBC SMALL CAP CORE FUND I SHARES) | -7.73% | -19.17% | -10.54% | -11.08% | -7.12% | -1.53% | -2.76% | 1.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCSIX (RBC SMALL CAP CORE FUND I SHARES) | 12/20/1991 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 12/20/1991.
AR inception is since 12/20/1991.
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | -19.17 | -10.54 | -11.08 | -7.12 | -1.53 | -2.76 | 1.15 | -7.73 | -6.72 | 13.29 | -37.17 | -27.86 | -10.02 | 26.99 | -25.71 | 10.97 | 26.34 | -7.27 | 4.68 | 34.49 | 7.96 | -4.92 | 29.73 | 33.31 | -41.66 | -21.53 | 8.28 | -17.57 | 11.10 | 41.07 | -12.01 | -3.77 | 8.72 | 3.92 | -8.87 | 22.92 | 11.32 | 13.99 | -7.88 | 17.57 | 16.95 | 8.38 |
| Sharpe Ratio | NA | -1.00 | -0.52 | -0.43 | -0.29 | NA | NA | -0.03 | -1.04 | -0.53 | 0.43 | -1.04 | -0.50 | -0.21 | 1.45 | -1.43 | 0.78 | 1.44 | -0.45 | 0.27 | 2.48 | 0.41 | -0.14 | 1.16 | 0.99 | -0.94 | -0.86 | 0.26 | -0.90 | 0.63 | 2.48 | -0.61 | -0.31 | 0.23 | 0.05 | -0.61 | 1.40 | 0.48 | 1.09 | -1.26 | 1.79 | 1.41 | 853.74 |
| Standard Deviation(%) | NA | 27.71 | 28.64 | 36.37 | 30.84 | NA | NA | 24.65 | 27.35 | 25.16 | 21.22 | 37.07 | 55.65 | 48.26 | 17.68 | 18.91 | 13.33 | 18.19 | 16.25 | 17.31 | 13.91 | 19.51 | 34.48 | 25.45 | 33.67 | 45.18 | 28.53 | 19.30 | 21.90 | 16.19 | 16.31 | 21.61 | 19.85 | 19.83 | 13.04 | 19.88 | 13.83 | 16.14 | 9.35 | 8.62 | 8.61 | 10.24 | 3.32 |
| Draw Down(%) | NA | 36.15 | 41.82 | 69.83 | 69.83 | NA | NA | 73.45 | 23.21 | 21.13 | 16.04 | 39.05 | 45.65 | 46.04 | 11.78 | 33.33 | 7.71 | 14.43 | 17.52 | 12.41 | 5.12 | 14.31 | 28.38 | 19.70 | 32.84 | 47.99 | 31.12 | 12.72 | 17.99 | 10.15 | 14.12 | 33.96 | 24.46 | 12.83 | 14.16 | 34.44 | 12.65 | 12.33 | 6.92 | 14.54 | 4.64 | 10.57 | 0.00 |
| Yield(%) | 0.00 | 0.84 | 0.42 | 0.33 | 2.23 | 2.75 | 1.51 | 2.40 | 0.00 | 0.90 | 0.54 | 0.10 | 0.29 | 0.23 | 5.82 | 9.44 | 3.01 | 0.22 | 1.30 | 3.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.69 | 0.00 | 0.00 | 0.16 | 0.00 | 0.05 | 0.11 | 0.08 | 0.20 | 0.24 | 0.60 | 0.34 | 0.13 | 0.00 | 0.00 | 0.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCSIX (RBC SMALL CAP CORE FUND I SHARES) |
-29.87%
Feb 2006 - Feb 2009 |
-19.56%
Feb 2004 - Feb 2009 |
-7.66%
Apr 2015 - Apr 2025 |
-3.33%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCSIX (RBC SMALL CAP CORE FUND I SHARES) |
32.27%
Feb 2009 - Feb 2012 |
25.30%
Feb 2009 - Feb 2014 |
13.92%
Feb 2009 - Feb 2019 |
6.72%
Jun 1992 - Jun 2007 |
Annualized Rolling Returns Comparison Chart