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RBESX vs. VEGBX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RBESX vs. VEGBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC BlueBay Emerging Market Debt Fund (RBESX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX). The values are adjusted to include any dividend payments, if applicable.

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RBESX vs. VEGBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBESX
RBC BlueBay Emerging Market Debt Fund
-0.96%14.64%6.90%15.63%-14.57%-3.45%7.02%15.39%-5.05%10.75%
VEGBX
Vanguard Emerging Markets Bond Fund Admiral Shares
-1.39%14.46%7.60%13.81%-13.02%-1.44%15.18%17.87%-0.66%11.65%

Returns By Period

In the year-to-date period, RBESX achieves a -0.96% return, which is significantly higher than VEGBX's -1.39% return.


RBESX

1D
0.23%
1M
-3.07%
YTD
-0.96%
6M
2.66%
1Y
11.00%
3Y*
11.06%
5Y*
4.14%
10Y*
4.54%

VEGBX

1D
0.45%
1M
-2.92%
YTD
-1.39%
6M
1.96%
1Y
9.61%
3Y*
10.46%
5Y*
4.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RBESX vs. VEGBX - Expense Ratio Comparison

RBESX has a 0.79% expense ratio, which is higher than VEGBX's 0.40% expense ratio.


Return for Risk

RBESX vs. VEGBX — Risk / Return Rank

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

RBESX
RBESX Risk / Return Rank: 9494
Overall Rank
RBESX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RBESX Sortino Ratio Rank: 9696
Sortino Ratio Rank
RBESX Omega Ratio Rank: 9595
Omega Ratio Rank
RBESX Calmar Ratio Rank: 9090
Calmar Ratio Rank
RBESX Martin Ratio Rank: 9191
Martin Ratio Rank

VEGBX
VEGBX Risk / Return Rank: 9191
Overall Rank
VEGBX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
VEGBX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VEGBX Omega Ratio Rank: 9090
Omega Ratio Rank
VEGBX Calmar Ratio Rank: 8888
Calmar Ratio Rank
VEGBX Martin Ratio Rank: 9191
Martin Ratio Rank
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.

RBESX vs. VEGBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC BlueBay Emerging Market Debt Fund (RBESX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX). 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.


RBESXVEGBXDifference

Sharpe ratio

Return per unit of total volatility

2.40

2.03

+0.37

Sortino ratio

Return per unit of downside risk

3.43

2.91

+0.52

Omega ratio

Gain probability vs. loss probability

1.52

1.42

+0.10

Calmar ratio

Return relative to maximum drawdown

2.69

2.40

+0.30

Martin ratio

Return relative to average drawdown

11.14

10.58

+0.56

RBESX vs. VEGBX - Sharpe Ratio Comparison

The current RBESX Sharpe Ratio is 2.40, which is comparable to the VEGBX Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of RBESX and VEGBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RBESXVEGBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

2.03

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.68

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

1.03

-0.92

Correlation

The correlation between RBESX and VEGBX 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

RBESX vs. VEGBX - Dividend Comparison

RBESX's dividend yield for the trailing twelve months is around 4.80%, less than VEGBX's 5.80% yield.


TTM202520242023202220212020201920182017
RBESX
RBC BlueBay Emerging Market Debt Fund
4.80%5.58%6.59%6.60%7.85%3.37%3.58%5.94%3.78%3.67%
VEGBX
Vanguard Emerging Markets Bond Fund Admiral Shares
5.80%6.34%7.02%7.20%5.61%5.14%4.62%6.42%5.00%0.39%

Drawdowns

RBESX vs. VEGBX - Drawdown Comparison

The maximum RBESX drawdown since its inception was -51.19%, which is greater than VEGBX's maximum drawdown of -24.27%. Use the drawdown chart below to compare losses from any high point for RBESX and VEGBX.


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Drawdown Indicators


RBESXVEGBXDifference

Max Drawdown

Largest peak-to-trough decline

-51.19%

-24.27%

-26.92%

Max Drawdown (1Y)

Largest decline over 1 year

-4.18%

-4.13%

-0.05%

Max Drawdown (5Y)

Largest decline over 5 years

-26.82%

-24.27%

-2.55%

Max Drawdown (10Y)

Largest decline over 10 years

-51.19%

Current Drawdown

Current decline from peak

-21.51%

-3.35%

-18.16%

Average Drawdown

Average peak-to-trough decline

-25.50%

-3.90%

-21.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.01%

0.95%

+0.06%

Volatility

RBESX vs. VEGBX - Volatility Comparison

The current volatility for RBC BlueBay Emerging Market Debt Fund (RBESX) is 1.72%, while Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) has a volatility of 2.10%. This indicates that RBESX experiences smaller price fluctuations and is considered to be less risky than VEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBESXVEGBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.72%

2.10%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

2.87%

2.87%

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

4.79%

4.98%

-0.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.91%

6.27%

+0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.88%

6.37%

+30.51%