AFLIX vs. RBSIX

Last updated Apr 1, 2026

Compare and contrast key facts about Anfield Universal Fixed Income Fund (AFLIX) and RBC BlueBay Strategic Income Fund (RBSIX).

AFLIX is managed by Anfield. It was launched on Jun 27, 2013. RBSIX is managed by RBC Global Asset Management.. It was launched on Oct 31, 2021.

Performance

AFLIX vs. RBSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield Universal Fixed Income Fund (AFLIX) and RBC BlueBay Strategic Income Fund (RBSIX). The values are adjusted to include any dividend payments, if applicable.

AFLIX vs. RBSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AFLIX Anfield Universal Fixed Income Fund	-0.23%	5.99%	5.51%	7.75%	-5.69%	-0.27%
RBSIX RBC BlueBay Strategic Income Fund	-0.20%	5.50%	9.33%	9.74%	0.35%	-0.21%

Returns By Period

In the year-to-date period, AFLIX achieves a -0.23% return, which is significantly lower than RBSIX's -0.20% return.

AFLIX

• 1D: 0.17%
• 1M: -1.06%
• YTD: -0.23%
• 6M: 1.26%
• 1Y: 4.69%
• 3Y*: 5.83%
• 5Y*: 2.86%
• 10Y*: —

RBSIX

• 1D: -0.10%
• 1M: -1.08%
• YTD: -0.20%
• 6M: 0.73%
• 1Y: 4.34%
• 3Y*: 7.65%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AFLIX vs. RBSIX - Expense Ratio Comparison

AFLIX has a 1.39% expense ratio, which is higher than RBSIX's 0.63% expense ratio.

AFLIX

Anfield Universal Fixed Income Fund

RBSIX

RBC BlueBay Strategic Income Fund

Return for Risk

AFLIX vs. RBSIX — Risk / Return Rank

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

AFLIX

AFLIX Risk / Return Rank: 97
AFLIX Sharpe Ratio Rank: 98
AFLIX Sortino Ratio Rank: 98
AFLIX Omega Ratio Rank: 98
AFLIX Calmar Ratio Rank: 96
AFLIX Martin Ratio Rank: 96

RBSIX

RBSIX Risk / Return Rank: 90
RBSIX Sharpe Ratio Rank: 96
RBSIX Sortino Ratio Rank: 96
RBSIX Omega Ratio Rank: 96
RBSIX Calmar Ratio Rank: 86
RBSIX Martin Ratio Rank: 77

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.

AFLIX vs. RBSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield Universal Fixed Income Fund (AFLIX) 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.

	AFLIX	RBSIX	Difference
Sharpe ratio Return per unit of total volatility	2.99	2.43	+0.56
Sortino ratio Return per unit of downside risk	4.20	3.35	+0.86
Omega ratio Gain probability vs. loss probability	1.81	1.58	+0.22
Calmar ratio Return relative to maximum drawdown	3.48	2.18	+1.30
Martin ratio Return relative to average drawdown	14.84	7.45	+7.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AFLIX vs. RBSIX - Sharpe Ratio Comparison

The current AFLIX Sharpe Ratio is 2.99, which is comparable to the RBSIX Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of AFLIX and RBSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AFLIX	RBSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.99	2.43	+0.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.44	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.98	1.53	-0.56

Correlation

The correlation between AFLIX and RBSIX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AFLIX vs. RBSIX - Dividend Comparison

AFLIX's dividend yield for the trailing twelve months is around 2.74%, less than RBSIX's 4.70% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
AFLIX Anfield Universal Fixed Income Fund	2.74%	3.15%	5.97%	5.31%	4.13%	2.40%	4.51%	2.88%	2.92%	1.34%
RBSIX RBC BlueBay Strategic Income Fund	4.70%	5.31%	4.46%	7.65%	5.37%	0.19%	0.00%	0.00%	0.00%	0.00%

Drawdowns

AFLIX vs. RBSIX - Drawdown Comparison

The maximum AFLIX drawdown since its inception was -9.43%, which is greater than RBSIX's maximum drawdown of -4.09%. Use the drawdown chart below to compare losses from any high point for AFLIX and RBSIX.

Drawdown Indicators

	AFLIX	RBSIX	Difference
Max Drawdown Largest peak-to-trough decline	-9.43%	-4.09%	-5.34%
Max Drawdown (1Y) Largest decline over 1 year	-1.38%	-1.69%	+0.31%
Max Drawdown (5Y) Largest decline over 5 years	-8.55%	—	—
Current Drawdown Current decline from peak	-1.15%	-1.37%	+0.22%
Average Drawdown Average peak-to-trough decline	-1.65%	-0.79%	-0.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.32%	0.58%	-0.26%

Volatility

AFLIX vs. RBSIX - Volatility Comparison

Anfield Universal Fixed Income Fund (AFLIX) has a higher volatility of 0.68% compared to RBC BlueBay Strategic Income Fund (RBSIX) at 0.57%. This indicates that AFLIX'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.

Volatility by Period

	AFLIX	RBSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.68%	0.57%	+0.11%
Volatility (6M) Calculated over the trailing 6-month period	0.98%	1.11%	-0.13%
Volatility (1Y) Calculated over the trailing 1-year period	1.58%	1.85%	-0.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.99%	3.60%	-1.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.34%	3.60%	-1.26%