ACCSX vs. RIBIX
Compare and contrast key facts about Access Capital Community Investment Fund (ACCSX) and RBC Impact Bond Fund (RIBIX).
ACCSX is managed by RBC Global Asset Management.. It was launched on Jun 22, 1998. RIBIX is managed by RBC Global Asset Management.. It was launched on Dec 18, 2017.
Performance
ACCSX vs. RIBIX - Performance Comparison
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ACCSX vs. RIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ACCSX Access Capital Community Investment Fund | -0.26% | 8.02% | 0.62% | 4.13% | -11.97% | -0.98% | 3.87% | 6.16% | -0.17% |
RIBIX RBC Impact Bond Fund | -1.15% | 5.95% | 1.11% | 5.50% | -14.47% | -1.86% | 7.98% | 7.53% | -0.60% |
Returns By Period
In the year-to-date period, ACCSX achieves a -0.26% return, which is significantly higher than RIBIX's -1.15% return.
ACCSX
- 1D
- 0.52%
- 1M
- -2.26%
- YTD
- -0.26%
- 6M
- 1.46%
- 1Y
- 4.82%
- 3Y*
- 3.27%
- 5Y*
- -0.16%
- 10Y*
- 0.96%
RIBIX
- 1D
- 0.59%
- 1M
- -2.30%
- YTD
- -1.15%
- 6M
- -0.27%
- 1Y
- 1.75%
- 3Y*
- 2.66%
- 5Y*
- -0.65%
- 10Y*
- —
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ACCSX vs. RIBIX - Expense Ratio Comparison
ACCSX has a 0.45% expense ratio, which is lower than RIBIX's 0.73% expense ratio.
Return for Risk
ACCSX vs. RIBIX — Risk / Return Rank
ACCSX
RIBIX
ACCSX vs. RIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Access Capital Community Investment Fund (ACCSX) and RBC Impact Bond Fund (RIBIX). 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.
| ACCSX | RIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.50 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.71 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.98 | +0.93 |
Martin ratioReturn relative to average drawdown | 5.26 | 2.42 | +2.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACCSX | RIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.50 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.11 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.19 | +0.09 |
Correlation
The correlation between ACCSX and RIBIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACCSX vs. RIBIX - Dividend Comparison
ACCSX's dividend yield for the trailing twelve months is around 3.40%, less than RIBIX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACCSX Access Capital Community Investment Fund | 3.40% | 3.62% | 3.00% | 2.71% | 2.33% | 1.94% | 2.36% | 2.78% | 2.77% | 2.64% | 3.06% | 3.20% |
RIBIX RBC Impact Bond Fund | 3.78% | 4.02% | 3.35% | 2.50% | 2.10% | 1.94% | 3.28% | 3.91% | 2.44% | 0.05% | 0.00% | 0.00% |
Drawdowns
ACCSX vs. RIBIX - Drawdown Comparison
The maximum ACCSX drawdown since its inception was -17.91%, smaller than the maximum RIBIX drawdown of -19.37%. Use the drawdown chart below to compare losses from any high point for ACCSX and RIBIX.
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Drawdown Indicators
| ACCSX | RIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.91% | -19.37% | +1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -2.88% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | -18.98% | +1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -17.91% | — | — |
Current DrawdownCurrent decline from peak | -2.26% | -6.51% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -6.43% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 1.16% | -0.05% |
Volatility
ACCSX vs. RIBIX - Volatility Comparison
Access Capital Community Investment Fund (ACCSX) has a higher volatility of 1.81% compared to RBC Impact Bond Fund (RIBIX) at 1.68%. This indicates that ACCSX's price experiences larger fluctuations and is considered to be riskier than RIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACCSX | RIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.81% | 1.68% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 2.73% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.82% | 4.77% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.26% | 5.94% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 5.20% | -0.50% |