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ACCSX vs. RBSIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACCSX vs. RBSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Access Capital Community Investment Fund (ACCSX) and RBC BlueBay Strategic Income Fund (RBSIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACCSX achieves a 0.11% return, which is significantly lower than RBSIX's 1.03% return.


ACCSX

1D
0.13%
1M
0.84%
YTD
0.11%
6M
0.43%
1Y
5.53%
3Y*
3.58%
5Y*
-0.14%
10Y*
0.95%

RBSIX

1D
0.00%
1M
0.07%
YTD
1.03%
6M
1.13%
1Y
5.32%
3Y*
7.58%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACCSX vs. RBSIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ACCSX
Access Capital Community Investment Fund
0.11%8.02%0.62%4.13%-11.97%-0.35%
RBSIX
RBC BlueBay Strategic Income Fund
1.03%5.50%9.33%9.74%0.35%-0.21%

Correlation

The correlation between ACCSX and RBSIX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2021

0.03

The correlation between ACCSX and RBSIX shifts across timeframes, from 0.03 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ACCSX vs. RBSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACCSX
ACCSX Risk / Return Rank: 2525
Overall Rank
ACCSX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ACCSX Sortino Ratio Rank: 2424
Sortino Ratio Rank
ACCSX Omega Ratio Rank: 2525
Omega Ratio Rank
ACCSX Calmar Ratio Rank: 2626
Calmar Ratio Rank
ACCSX Martin Ratio Rank: 2424
Martin Ratio Rank

RBSIX
RBSIX Risk / Return Rank: 9191
Overall Rank
RBSIX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
RBSIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
RBSIX Omega Ratio Rank: 9797
Omega Ratio Rank
RBSIX Calmar Ratio Rank: 8686
Calmar Ratio Rank
RBSIX Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACCSX vs. RBSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Access Capital Community Investment Fund (ACCSX) and RBC BlueBay Strategic Income Fund (RBSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACCSXRBSIXDifference
Sharpe ratioReturn per unit of total volatility

-2.22

Sortino ratioReturn per unit of downside risk

-3.86

Omega ratioGain probability vs. loss probability

1.24

1.87

-0.63

Calmar ratioReturn relative to maximum drawdown

1.76

3.91

-2.15

Martin ratioReturn relative to average drawdown

5.40

13.22

-7.82

ACCSX vs. RBSIX - Sharpe Ratio Comparison

The current ACCSX Sharpe Ratio is 1.32, which is lower than the RBSIX Sharpe Ratio of 3.53. The chart below compares the historical Sharpe Ratios of ACCSX and RBSIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ACCSX vs. RBSIX - Drawdown Comparison

The maximum ACCSX drawdown since its inception was -17.91%, which is greater than RBSIX's maximum drawdown of -4.09%. Use the drawdown chart below to compare losses from any high point for ACCSX and RBSIX.


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Drawdown Indicators


ACCSXRBSIXDifference

Max Drawdown

Largest peak-to-trough decline

-17.91%

-4.09%

-13.82%

Max Drawdown (1Y)

Largest decline over 1 year

-3.16%

-1.37%

-1.79%

Max Drawdown (3Y)

Largest decline over 3 years

-7.70%

-4.09%

-3.61%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

Max Drawdown (10Y)

Largest decline over 10 years

-17.91%

Current Drawdown

Current decline from peak

-1.59%

-0.22%

-1.37%

Average Drawdown

Average peak-to-trough decline

-3.83%

-0.77%

-3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

0.40%

+0.63%

Volatility

ACCSX vs. RBSIX - Volatility Comparison

Access Capital Community Investment Fund (ACCSX) has a higher volatility of 1.49% compared to RBC BlueBay Strategic Income Fund (RBSIX) at 0.36%. This indicates that ACCSX's price experiences larger fluctuations and is considered to be riskier than RBSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACCSXRBSIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

0.36%

+1.13%

Volatility (6M)

Calculated over the trailing 6-month period

3.20%

1.09%

+2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

4.24%

1.52%

+2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.33%

3.52%

+2.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.75%

3.52%

+1.23%

ACCSX vs. RBSIX - Expense Ratio Comparison

ACCSX has a 0.45% expense ratio, which is lower than RBSIX's 0.63% expense ratio.


Dividends

ACCSX vs. RBSIX - Dividend Comparison

ACCSX's dividend yield for the trailing twelve months is around 3.44%, less than RBSIX's 5.84% yield.


PositionTTM20252024202320222021202020192018201720162015
ACCSX
Access Capital Community Investment Fund
3.44%3.62%3.00%2.71%2.33%1.94%2.36%2.78%2.77%2.64%3.06%3.20%
RBSIX
RBC BlueBay Strategic Income Fund
5.84%5.31%4.46%7.65%5.37%0.19%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ACCSX and RBSIX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACCSX has higher volatility (1.49%) compared to RBSIX (0.36%). In terms of maximum drawdown, ACCSX dropped -17.91% vs RBSIX's -4.09%.

RBSIX currently has the higher Sharpe Ratio (3.53 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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