ACCSX vs. RCPIX
ACCSX (Access Capital Community Investment Fund) and RCPIX (RBC BlueBay Core Plus Bond Fund) are both mutual funds - ACCSX is a Government Bonds fund managed by RBC Global Asset Management., while RCPIX is a Intermediate Core-Plus Bond fund managed by RBC Global Asset Management.. Over the past 3 years, ACCSX returned 3.49%/yr vs 6.79%/yr for RCPIX. Their correlation of 0.91 suggests significant overlap in exposure. Both charge a 0.45% expense ratio.
Performance
ACCSX vs. RCPIX - Performance Comparison
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Returns By Period
In the year-to-date period, ACCSX achieves a -0.15% return, which is significantly lower than RCPIX's 0.09% return.
ACCSX
- 1D
- -0.26%
- 1M
- 0.58%
- YTD
- -0.15%
- 6M
- 0.17%
- 1Y
- 4.98%
- 3Y*
- 3.49%
- 5Y*
- -0.20%
- 10Y*
- 0.91%
RCPIX
- 1D
- -0.22%
- 1M
- 0.62%
- YTD
- 0.09%
- 6M
- 0.42%
- 1Y
- 5.31%
- 3Y*
- 6.79%
- 5Y*
- —
- 10Y*
- —
ACCSX vs. RCPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACCSX Access Capital Community Investment Fund | -0.15% | 8.02% | 0.62% | 4.13% | -11.97% | -0.35% |
RCPIX RBC BlueBay Core Plus Bond Fund | 0.09% | 8.16% | 5.97% | 9.64% | -13.59% | -0.20% |
Correlation
The correlation between ACCSX and RCPIX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2021 | 0.91 |
The correlation between ACCSX and RCPIX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
ACCSX vs. RCPIX — Risk / Return Rank
ACCSX
RCPIX
ACCSX vs. RCPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Access Capital Community Investment Fund (ACCSX) and RBC BlueBay Core Plus Bond Fund (RCPIX). 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.
| ACCSX | RCPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.61 | +0.06 |
| Martin ratioReturn relative to average drawdown | 5.11 | 4.40 | +0.71 |
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Drawdowns
ACCSX vs. RCPIX - Drawdown Comparison
The maximum ACCSX drawdown since its inception was -17.91%, smaller than the maximum RCPIX drawdown of -18.89%. Use the drawdown chart below to compare losses from any high point for ACCSX and RCPIX.
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Drawdown Indicators
| ACCSX | RCPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.91% | -18.89% | +0.98% |
Max Drawdown (1Y)Largest decline over 1 year | -3.16% | -3.46% | +0.30% |
Max Drawdown (3Y)Largest decline over 3 years | -7.70% | -5.15% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -17.91% | — | — |
Current DrawdownCurrent decline from peak | -1.84% | -1.98% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -5.88% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.27% | -0.24% |
Volatility
ACCSX vs. RCPIX - Volatility Comparison
Access Capital Community Investment Fund (ACCSX) has a higher volatility of 1.39% compared to RBC BlueBay Core Plus Bond Fund (RCPIX) at 1.02%. This indicates that ACCSX's price experiences larger fluctuations and is considered to be riskier than RCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACCSX | RCPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 1.02% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 3.21% | 3.02% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 3.85% | +0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 5.63% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.75% | 5.63% | -0.88% |
ACCSX vs. RCPIX - Expense Ratio Comparison
Both ACCSX and RCPIX have an expense ratio of 0.45%.
Dividends
ACCSX vs. RCPIX - Dividend Comparison
ACCSX's dividend yield for the trailing twelve months is around 3.44%, less than RCPIX's 5.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RCPIX RBC BlueBay Core Plus Bond Fund | 5.82% | 4.95% | 4.37% | 4.34% | 3.77% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ACCSX and RCPIX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACCSX has higher volatility (1.39%) compared to RCPIX (1.02%). In terms of maximum drawdown, ACCSX dropped -17.91% vs RCPIX's -18.89%.
RCPIX currently has the higher Sharpe Ratio (1.45 vs 1.25), 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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