Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RULFX (RBC ULTRA-SHORT FIXED INCOME FUND CLASS F) | 0.93% | 3.34% | 5.82% | 3.59% | 2.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RULFX (RBC ULTRA-SHORT FIXED INCOME FUND CLASS F) | 03/07/2014 | 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 (%) | -0.10 | 3.34 | 5.82 | 3.59 | 2.83 | NA | NA | … | … | 0.93 | 4.41 | 6.54 | 8.13 | -1.38 | -0.01 | 2.37 | 4.18 | 1.00 | 1.58 | 2.00 | 0.93 | 0.20 |
| Sharpe Ratio | NA | 0.87 | 1.84 | 0.74 | 0.84 | NA | NA | … | … | 0.03 | 1.00 | 1.99 | 2.58 | -1.90 | -0.05 | 0.84 | 2.54 | -0.42 | 1.29 | 2.13 | 1.07 | 0.23 |
| Standard Deviation(%) | NA | 1.45 | 1.51 | 1.47 | 1.43 | NA | NA | … | … | 1.22 | 1.53 | 1.47 | 1.75 | 1.49 | 0.65 | 2.53 | 1.07 | 0.92 | 0.71 | 0.84 | 0.85 | 1.00 |
| Draw Down(%) | NA | 0.40 | 0.40 | 3.80 | 5.69 | NA | NA | … | … | 0.40 | 0.40 | 0.10 | 0.93 | 3.36 | 0.62 | 5.69 | 0.20 | 0.51 | 0.20 | 0.30 | 0.30 | 0.72 |
| Yield(%) | 0.00 | 3.77 | 4.52 | 3.46 | 2.66 | 1.97 | 1.47 | … | … | 1.32 | 4.22 | 4.58 | 4.69 | 2.31 | 0.79 | 1.74 | 2.71 | 1.80 | 1.57 | 1.48 | 1.33 | 1.30 |
Data as of 06/04/2026, Common starting date is 03/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RULFX (RBC ULTRA-SHORT FIXED INCOME FUND CLASS F) |
-0.22%
Oct 2019 – Oct 2022 |
0.80%
Oct 2017 – Oct 2022 |
2.10%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RULFX (RBC ULTRA-SHORT FIXED INCOME FUND CLASS F) |
6.86%
Oct 2022 – Oct 2025 |
4.00%
Mar 2020 – Mar 2025 |
2.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart