RGHYX vs. PHYSX
Compare and contrast key facts about RBC BlueBay High Yield Bond Fund (RGHYX) and PIA High Yield Fund (PHYSX).
RGHYX is managed by RBC Global Asset Management.. It was launched on Nov 30, 2011. PHYSX is managed by PIA Mutual Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RGHYX or PHYSX.
Correlation
The correlation between RGHYX and PHYSX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RGHYX vs. PHYSX - Performance Comparison
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Key characteristics
RGHYX:
2.41
PHYSX:
1.13
RGHYX:
3.24
PHYSX:
1.42
RGHYX:
1.58
PHYSX:
1.26
RGHYX:
2.02
PHYSX:
0.73
RGHYX:
9.49
PHYSX:
2.88
RGHYX:
0.86%
PHYSX:
1.55%
RGHYX:
3.40%
PHYSX:
4.08%
RGHYX:
-17.38%
PHYSX:
-19.86%
RGHYX:
-0.16%
PHYSX:
-2.49%
Returns By Period
In the year-to-date period, RGHYX achieves a 1.98% return, which is significantly higher than PHYSX's -1.79% return. Both investments have delivered pretty close results over the past 10 years, with RGHYX having a 4.88% annualized return and PHYSX not far ahead at 5.10%.
RGHYX
1.98%
2.93%
1.96%
8.12%
5.81%
4.88%
PHYSX
-1.79%
2.86%
-1.14%
4.58%
8.44%
5.10%
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RGHYX vs. PHYSX - Expense Ratio Comparison
RGHYX has a 0.57% expense ratio, which is lower than PHYSX's 0.86% expense ratio.
Risk-Adjusted Performance
RGHYX vs. PHYSX — Risk-Adjusted Performance Rank
RGHYX
PHYSX
RGHYX vs. PHYSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC BlueBay High Yield Bond Fund (RGHYX) and PIA High Yield Fund (PHYSX). 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.
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Dividends
RGHYX vs. PHYSX - Dividend Comparison
RGHYX's dividend yield for the trailing twelve months is around 6.62%, less than PHYSX's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGHYX RBC BlueBay High Yield Bond Fund | 6.62% | 6.91% | 6.23% | 5.53% | 5.67% | 5.54% | 4.88% | 6.80% | 3.88% | 4.45% | 4.38% | 8.59% |
PHYSX PIA High Yield Fund | 8.07% | 7.68% | 7.40% | 8.23% | 6.13% | 6.30% | 6.61% | 6.52% | 6.39% | 6.10% | 6.41% | 5.82% |
Drawdowns
RGHYX vs. PHYSX - Drawdown Comparison
The maximum RGHYX drawdown since its inception was -17.38%, smaller than the maximum PHYSX drawdown of -19.86%. Use the drawdown chart below to compare losses from any high point for RGHYX and PHYSX. For additional features, visit the drawdowns tool.
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Volatility
RGHYX vs. PHYSX - Volatility Comparison
The current volatility for RBC BlueBay High Yield Bond Fund (RGHYX) is 1.37%, while PIA High Yield Fund (PHYSX) has a volatility of 1.69%. This indicates that RGHYX experiences smaller price fluctuations and is considered to be less risky than PHYSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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