Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSDIX (RBC SHORT DURATION FIXED INCOME FUND CLASS I) | -2.60% | -0.28% | 3.98% | 1.78% | 2.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSDIX (RBC SHORT DURATION FIXED INCOME FUND CLASS I) | 01/07/2014 | 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 (%) | -0.11 | -0.28 | 3.98 | 1.78 | 2.14 | NA | NA | … | … | -2.60 | 4.86 | 5.51 | 6.55 | -3.84 | -0.83 | 3.57 | 5.46 | 0.66 | 1.92 | 2.65 | 1.28 | 1.05 |
| Sharpe Ratio | NA | -0.86 | 0.40 | -0.31 | 0.26 | NA | NA | … | … | -2.92 | 0.84 | 0.91 | 1.16 | -2.32 | -0.69 | 1.07 | 2.60 | -0.63 | 1.10 | 2.00 | 0.99 | 0.83 |
| Standard Deviation(%) | NA | 2.68 | 2.32 | 2.30 | 2.05 | NA | NA | … | … | 2.92 | 2.35 | 2.09 | 2.51 | 2.28 | 1.24 | 3.10 | 1.53 | 1.15 | 1.16 | 1.22 | 1.26 | 1.26 |
| Draw Down(%) | NA | 2.90 | 2.90 | 6.95 | 6.95 | NA | NA | … | … | 2.90 | 1.12 | 0.81 | 1.02 | 5.72 | 1.58 | 6.66 | 0.69 | 1.21 | 0.34 | 0.65 | 0.71 | 0.96 |
| Yield(%) | 0.00 | 3.63 | 4.26 | 3.16 | 2.64 | 2.06 | 1.54 | … | … | 0.87 | 4.73 | 4.56 | 3.75 | 1.96 | 1.33 | 2.05 | 2.76 | 2.05 | 1.81 | 1.83 | 1.78 | 1.95 |
Data as of 06/04/2026, Common starting date is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDIX (RBC SHORT DURATION FIXED INCOME FUND CLASS I) |
-0.89%
Oct 2019 – Oct 2022 |
0.57%
Oct 2017 – Oct 2022 |
1.80%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSDIX (RBC SHORT DURATION FIXED INCOME FUND CLASS I) |
5.95%
Oct 2022 – Oct 2025 |
3.05%
Mar 2020 – Mar 2025 |
2.60%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart