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 Global Asset Management., while RIBIX is a Intermediate Core Bond fund managed by RBC Global Asset Management.. Over the past 3 years, RBCIX returned 15.20%/yr vs 2.74%/yr for RIBIX. At a 0.06 correlation, their price movements are largely independent. 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 -1.05% return, which is significantly higher than RIBIX's -2.50% return.
RBCIX
- 1D
- -1.29%
- 1M
- -1.05%
- 6M
- -6.78%
- YTD
- -1.05%
- 1Y
- 26.68%
- 3Y*
- 15.20%
- 5Y*
- —
- 10Y*
- —
RIBIX
- 1D
- -0.24%
- 1M
- -0.86%
- 6M
- -2.39%
- YTD
- -2.50%
- 1Y
- 0.30%
- 3Y*
- 2.74%
- 5Y*
- -1.32%
- 10Y*
- —
RBCIX vs. RIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | -1.05% | 50.92% | 6.24% | -9.64% | -7.64% |
RIBIX RBC Impact Bond Fund | -2.50% | 5.95% | 1.11% | 5.50% | -7.04% |
Correlation
The correlation between RBCIX and RIBIX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
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 | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.00 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | -0.02 | +2.01 |
| Martin ratioReturn relative to average drawdown | 4.72 | -0.04 | +4.76 |
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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% | -3.29% | -10.16% |
Max Drawdown (3Y)Largest decline over 3 years | -25.67% | -6.20% | -19.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.98% | — |
Current DrawdownCurrent decline from peak | -10.14% | -7.78% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -13.59% | -6.44% | -7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.65% | 1.35% | +4.30% |
Volatility
RBCIX vs. RIBIX - Volatility Comparison
RBC China Equity Fund (RBCIX) has a higher volatility of 6.93% compared to RBC Impact Bond Fund (RIBIX) at 1.06%. 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 | 6.93% | 1.06% | +5.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.78% | 3.05% | +12.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.03% | 4.17% | +16.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.98% | 5.97% | +20.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.98% | 5.17% | +20.81% |
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 3.70%, which matches RIBIX's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
RBCIX RBC China Equity Fund | 3.70% | 3.66% | 2.01% | 1.20% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RIBIX RBC Impact Bond Fund | 3.73% | 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 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RBCIX has higher volatility (6.93%) compared to RIBIX (1.06%). In terms of maximum drawdown, RBCIX dropped -32.45% vs RIBIX's -19.37%.
RBCIX currently has the higher Sharpe Ratio (1.27 vs -0.01), 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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