RCPIX vs. RSDIX

Last updated Aug 1, 2026

RCPIX (RBC BlueBay Core Plus Bond Fund) and RSDIX (RBC Short Duration Fixed Income Fund) are both mutual funds - RCPIX is a Intermediate Core-Plus Bond fund managed by RBC, while RSDIX is a Short-Term Bond fund managed by RBC. Their 0.71 correlation means they have sometimes moved together and sometimes differently. RCPIX charges 0.45%/yr vs 0.78%/yr for RSDIX.

Performance

RCPIX vs. RSDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC BlueBay Core Plus Bond Fund (RCPIX) and RBC Short Duration Fixed Income Fund (RSDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RCPIX

• 1D: 0.00%
• 1M: -1.23%
• 6M: -1.33%
• YTD: -1.01%
• 1Y: 2.57%
• 3Y*: 5.98%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 1.50%

RSDIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RCPIX RBC BlueBay Core Plus Bond Fund	$0.00	$0.00	$0.00

RCPIX vs. RSDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
RCPIX RBC BlueBay Core Plus Bond Fund	-1.01%	8.16%	5.97%	9.64%	-13.59%	-0.20%
RSDIX RBC Short Duration Fixed Income Fund	-2.16%	4.86%	5.13%	5.52%	-4.00%	-0.08%

Correlation

The correlation between RCPIX and RSDIX is 0.44, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.44
Correlation (3Y) Balances recent behavior with more history.	0.62
Correlation (All Time) Calculated using the full available price history since Nov 2, 2021	0.71

Over the past year, the correlation between RCPIX and RSDIX has dropped to 0.44 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.

Return for Risk

RCPIX vs. RSDIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RCPIX

RCPIX Risk / Return Rank: 22
RCPIX Sharpe Ratio Rank: 26
RCPIX Sortino Ratio Rank: 24
RCPIX Omega Ratio Rank: 25
RCPIX Calmar Ratio Rank: 20
RCPIX Martin Ratio Rank: 16

RSDIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RCPIX vs. RSDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC BlueBay Core Plus Bond Fund (RCPIX) and RBC Short Duration Fixed Income Fund (RSDIX). 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.

	RCPIX	RSDIX	Difference
Sharpe ratio: Return per unit of total volatility	0.94	—	—
Sortino ratio: Return per unit of downside risk	1.36	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	1.05	—	—
Martin ratio: Return relative to average drawdown	2.46	—	—

Drawdowns

Drawdown Indicators

	RCPIX	RSDIX	Difference
Max Drawdown Largest peak-to-trough decline	-18.89%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-3.46%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-4.60%	—	—
Current Drawdown Current decline from peak	-3.05%	—	—
Average Drawdown Average peak-to-trough decline	-5.80%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.47%	—	—

Volatility

Volatility by Period

	RCPIX	RSDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.05%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.86%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.60%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.60%	—	—

RCPIX vs. RSDIX - Expense Ratio Comparison

RCPIX has a 0.45% expense ratio, which is lower than RSDIX's 0.78% expense ratio.

Dividends

RCPIX vs. RSDIX - Dividend Comparison

RCPIX's dividend yield for the trailing twelve months is around 6.05%, more than RSDIX's 3.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RCPIX RBC BlueBay Core Plus Bond Fund	5.04%	4.95%	4.37%	4.34%	3.77%	0.21%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RSDIX RBC Short Duration Fixed Income Fund	3.65%	4.75%	4.16%	2.71%	1.92%	2.24%	2.01%	2.68%	2.44%	2.01%	1.80%	1.77%

Frequently Asked Questions

Can I hold both RCPIX and RSDIX in my portfolio?

RCPIX and RSDIX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.