Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGPAX (RBC Global Opportunities Fund Class A) | 2.33% | 13.08% | 14.12% | 4.30% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGPAX (RBC Global Opportunities Fund Class A) | 01/30/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 13.08 | 14.12 | 4.30 | NA | NA | NA | … | … | 2.33 | 16.91 | 16.63 | 9.66 | -23.85 | 16.56 | 26.90 |
| Sharpe Ratio | NA | 1.14 | 0.82 | 0.14 | NA | NA | NA | … | … | 0.58 | 0.88 | 1.05 | 0.48 | -1.05 | 1.16 | 0.86 |
| Standard Deviation(%) | NA | 12.34 | 13.98 | 16.42 | NA | NA | NA | … | … | 15.02 | 15.97 | 12.39 | 12.72 | 24.27 | 14.22 | 33.92 |
| Draw Down(%) | NA | 9.66 | 16.00 | 31.83 | NA | NA | NA | … | … | 9.66 | 15.91 | 7.29 | 12.20 | 30.30 | 7.39 | 33.38 |
| Yield(%) | 0.00 | 0.67 | 0.65 | 1.20 | 1.08 | 0.72 | 0.54 | … | … | 0.00 | 0.71 | 0.47 | 0.59 | 0.02 | 4.92 | 2.55 |
Data as of 06/05/2026, Common starting date is 01/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGPAX (RBC Global Opportunities Fund Class A) |
-1.45%
Apr 2021 – Apr 2024 |
4.63%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGPAX (RBC Global Opportunities Fund Class A) |
17.20%
Sep 2022 – Sep 2025 |
11.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
