Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGOIX (RBC GLOBAL OPPORTUNITIES FUND CLASS I) | 4.77% | 15.95% | 15.28% | 5.09% | 11.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/08/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGOIX (RBC GLOBAL OPPORTUNITIES FUND CLASS I) | 12/08/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 15.95 | 15.28 | 5.09 | 11.34 | NA | NA | … | … | 4.77 | 17.24 | 17.10 | 9.82 | -23.70 | 16.88 | 26.94 | 31.53 | -6.84 | 34.27 | 3.21 | 4.31 | -0.67 |
| Sharpe Ratio | NA | 1.16 | 0.85 | 0.16 | 0.55 | NA | NA | … | … | 0.59 | 0.90 | 1.11 | 0.49 | -1.04 | 1.18 | 0.81 | 2.51 | -0.52 | 4.31 | 0.19 | 0.27 | -0.61 |
| Standard Deviation(%) | NA | 12.35 | 13.92 | 16.41 | 17.58 | NA | NA | … | … | 14.99 | 15.97 | 12.17 | 12.74 | 24.27 | 14.32 | 32.63 | 11.98 | 15.91 | 7.83 | 15.92 | 15.74 | 16.62 |
| Draw Down(%) | NA | 9.67 | 15.96 | 31.72 | 33.40 | NA | NA | … | … | 9.67 | 15.85 | 7.27 | 12.17 | 30.20 | 7.34 | 33.40 | 7.22 | 19.03 | 2.92 | 13.04 | 12.34 | 4.38 |
| Yield(%) | 0.00 | 0.77 | 0.86 | 1.39 | 3.20 | 2.35 | 1.76 | … | … | 0.00 | 0.82 | 0.76 | 0.82 | 0.20 | 5.17 | 2.80 | 3.54 | 3.35 | 4.88 | 0.79 | 1.24 | 0.03 |
Data as of 06/04/2026, Common starting date is 12/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGOIX (RBC GLOBAL OPPORTUNITIES FUND CLASS I) |
-1.19%
Apr 2021 – Apr 2024 |
4.89%
Mar 2021 – Mar 2026 |
9.07%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGOIX (RBC GLOBAL OPPORTUNITIES FUND CLASS I) |
24.97%
Dec 2018 – Dec 2021 |
19.67%
Oct 2016 – Oct 2021 |
12.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart