RBCIX vs. RBSIX
RBCIX (RBC China Equity Fund) and RBSIX (RBC BlueBay Strategic Income Fund) are both mutual funds - RBCIX is a China Equities fund managed by RBC, while RBSIX is a Nontraditional Bonds fund managed by RBC. Over the past 3 years, RBCIX returned 12.73%/yr vs 6.81%/yr for RBSIX. Their 0.07 correlation means their historical movements had little consistent relationship. RBCIX charges 1.05%/yr vs 0.63%/yr for RBSIX.
Performance
RBCIX vs. RBSIX - Performance Comparison
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Returns By Period
In the year-to-date period, RBCIX achieves a -0.81% return, which is significantly lower than RBSIX's 1.07% return.
RBCIX
- 1D
- 0.91%
- 1M
- 2.77%
- 6M
- -7.68%
- YTD
- -0.81%
- 1Y
- 24.14%
- 3Y*
- 12.73%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.80%
RBSIX
- 1D
- 0.20%
- 1M
- 0.00%
- 6M
- 0.47%
- YTD
- 1.07%
- 1Y
- 4.06%
- 3Y*
- 6.81%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RBCIX vs. RBSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | -0.81% | 50.92% | 6.24% | -9.64% | -7.64% |
RBSIX RBC BlueBay Strategic Income Fund | 1.07% | 5.50% | 9.33% | 9.74% | 0.95% |
Correlation
The correlation between RBCIX and RBSIX is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2022 | 0.07 |
The correlation between RBCIX and RBSIX shifts across timeframes, from 0.07 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
RBCIX vs. RBSIX — Risk / Return Rank
RBCIX
RBSIX
RBCIX vs. RBSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC China Equity Fund (RBCIX) 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.
| RBCIX | RBSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.70 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 3.27 | -1.70 |
| Martin ratioReturn relative to average drawdown | 3.39 | 10.91 | -7.53 |
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Drawdowns
RBCIX vs. RBSIX - Drawdown Comparison
The maximum RBCIX drawdown since its inception was -32.45%, which is greater than RBSIX's maximum drawdown of -4.09%. Use the drawdown chart below to compare losses from any high point for RBCIX and RBSIX.
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Drawdown Indicators
| RBCIX | RBSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.45% | -4.09% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -1.37% | -12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -4.09% | -21.58% |
Current DrawdownCurrent decline from peak | -9.92% | -0.20% | -9.72% |
Average DrawdownAverage peak-to-trough decline | -13.56% | -0.76% | -12.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 0.41% | +5.81% |
Volatility
RBCIX vs. RBSIX - Volatility Comparison
RBC China Equity Fund (RBCIX) has a higher volatility of 7.14% compared to RBC BlueBay Strategic Income Fund (RBSIX) at 0.35%. This indicates that RBCIX'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
| RBCIX | RBSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 0.35% | +6.79% |
Volatility (6M)Calculated over the trailing 6-month period | 16.45% | 1.05% | +15.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 1.51% | +20.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 3.48% | +22.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.96% | 3.48% | +22.48% |
RBCIX vs. RBSIX - Expense Ratio Comparison
RBCIX has a 1.05% expense ratio, which is higher than RBSIX's 0.63% expense ratio.
Dividends
RBCIX vs. RBSIX - Dividend Comparison
RBCIX's dividend yield for the trailing twelve months is around 3.69%, less than RBSIX's 6.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | 3.69% | 3.66% | 2.01% | 1.20% | 1.02% | 0.00% |
RBSIX RBC BlueBay Strategic Income Fund | 5.12% | 5.31% | 4.46% | 7.65% | 5.37% | 0.19% |
Frequently Asked Questions
RBCIX and RBSIX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RBCIX has higher volatility (7.14%) compared to RBSIX (0.35%). In terms of maximum drawdown, RBCIX dropped -32.45% vs RBSIX's -4.09%.
RBSIX currently has the higher Sharpe Ratio (2.97 vs 0.98), 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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