RBCIX vs. RIBIX
RBCIX (RBC China Equity Fund) and RIBIX (RBC Impact Bond Fund) are both mutual funds - RBCIX is a China Equities fund managed by RBC, while RIBIX is a Intermediate Core Bond fund managed by RBC. Over the past 3 years, RBCIX returned 12.73%/yr vs 2.28%/yr for RIBIX. Their 0.06 correlation means their historical movements had little consistent relationship. RBCIX charges 1.05%/yr vs 0.73%/yr for RIBIX.
Performance
RBCIX vs. RIBIX - Performance Comparison
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Returns By Period
In the year-to-date period, RBCIX achieves a -0.81% return, which is significantly higher than RIBIX's -3.09% 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%
RIBIX
- 1D
- 0.00%
- 1M
- -1.20%
- 6M
- -2.96%
- YTD
- -3.09%
- 1Y
- -1.68%
- 3Y*
- 2.28%
- 5Y*
- -1.57%
- 10Y*
- —
- ALL TIME*
- 0.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
RIBIX RBC Impact Bond Fund | $0.00 | $0.00 | $0.00 |
RBCIX vs. RIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | -0.81% | 50.92% | 6.24% | -9.64% | -7.64% |
RIBIX RBC Impact Bond Fund | -3.09% | 5.95% | 1.11% | 5.50% | -7.04% |
Correlation
The correlation between RBCIX and RIBIX is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.06 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2022 | 0.06 |
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Return for Risk
RBCIX vs. RIBIX — Risk / Return Rank
RBCIX
RIBIX
RBCIX vs. RIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC China Equity Fund (RBCIX) 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.
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 | RIBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.98 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.13 | +1.71 |
| Martin ratioReturn relative to average drawdown | 3.39 | -0.34 | +3.73 |
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Drawdowns
RBCIX vs. RIBIX - Drawdown Comparison
The maximum RBCIX drawdown since its inception was -32.45%, which is greater than RIBIX's maximum drawdown of -19.37%. Use the drawdown chart below to compare losses from any high point for RBCIX and RIBIX.
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Drawdown Indicators
| RBCIX | RIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.45% | -19.37% | -13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.45% | -4.09% | -9.36% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -5.25% | -20.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.98% | — |
Current DrawdownCurrent decline from peak | -9.92% | -8.34% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -13.56% | -6.45% | -7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 1.59% | +4.63% |
Volatility
RBCIX vs. RIBIX - Volatility Comparison
RBC China Equity Fund (RBCIX) has a higher volatility of 7.14% compared to RBC Impact Bond Fund (RIBIX) at 1.00%. This indicates that RBCIX'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
| RBCIX | RIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 1.00% | +6.14% |
Volatility (6M)Calculated over the trailing 6-month period | 16.45% | 3.05% | +13.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 4.14% | +17.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 5.97% | +19.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.96% | 5.16% | +20.80% |
RBCIX vs. RIBIX - Expense Ratio Comparison
RBCIX has a 1.05% expense ratio, which is higher than RIBIX's 0.73% expense ratio.
Dividends
RBCIX vs. RIBIX - Dividend Comparison
RBCIX's dividend yield for the trailing twelve months is around 3.69%, more than RIBIX's 3.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | 3.69% | 3.66% | 2.01% | 1.20% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RIBIX RBC Impact Bond Fund | 3.40% | 4.02% | 3.35% | 2.50% | 2.10% | 1.94% | 3.28% | 3.91% | 2.44% | 0.05% |
Frequently Asked Questions
RBCIX and RIBIX have a correlation of 0.15, 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 RIBIX (1.00%). In terms of maximum drawdown, RBCIX dropped -32.45% vs RIBIX's -19.37%.
RBCIX currently has the higher Sharpe Ratio (0.98 vs -0.13), 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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