RGOIX vs. RGHYX
Compare and contrast key facts about RBC Global Opportunities Fund (RGOIX) and RBC BlueBay High Yield Bond Fund (RGHYX).
RGOIX is managed by RBC Global Asset Management.. It was launched on Dec 2, 2014. RGHYX is managed by RBC Global Asset Management.. It was launched on Nov 30, 2011.
Performance
RGOIX vs. RGHYX - Performance Comparison
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RGOIX vs. RGHYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | -4.73% | 17.25% | 17.10% | 9.82% | -23.66% | 16.82% | 26.94% | 31.55% | -6.89% | 34.27% |
RGHYX RBC BlueBay High Yield Bond Fund | -0.88% | 9.02% | 7.14% | 12.88% | -8.48% | 3.72% | 9.65% | 15.83% | -0.73% | 6.72% |
Returns By Period
In the year-to-date period, RGOIX achieves a -4.73% return, which is significantly lower than RGHYX's -0.88% return. Over the past 10 years, RGOIX has outperformed RGHYX with an annualized return of 10.76%, while RGHYX has yielded a comparatively lower 6.07% annualized return.
RGOIX
- 1D
- 2.87%
- 1M
- -6.01%
- YTD
- -4.73%
- 6M
- -3.29%
- 1Y
- 14.75%
- 3Y*
- 11.59%
- 5Y*
- 4.59%
- 10Y*
- 10.76%
RGHYX
- 1D
- 0.51%
- 1M
- -1.41%
- YTD
- -0.88%
- 6M
- 0.41%
- 1Y
- 6.94%
- 3Y*
- 8.22%
- 5Y*
- 4.31%
- 10Y*
- 6.07%
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RGOIX vs. RGHYX - Expense Ratio Comparison
RGOIX has a 0.75% expense ratio, which is higher than RGHYX's 0.57% expense ratio.
Return for Risk
RGOIX vs. RGHYX — Risk / Return Rank
RGOIX
RGHYX
RGOIX vs. RGHYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Global Opportunities Fund (RGOIX) and RBC BlueBay High Yield Bond Fund (RGHYX). 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.
| RGOIX | RGHYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 2.15 | -1.20 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.87 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.52 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.16 | -0.81 |
Martin ratioReturn relative to average drawdown | 5.52 | 9.13 | -3.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RGOIX | RGHYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 2.15 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 1.00 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 1.30 | -0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.41 | -0.84 |
Correlation
The correlation between RGOIX and RGHYX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RGOIX vs. RGHYX - Dividend Comparison
RGOIX's dividend yield for the trailing twelve months is around 0.74%, less than RGHYX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | 0.74% | 0.70% | 0.65% | 0.75% | 0.27% | 4.61% | 2.28% | 2.76% | 3.77% | 3.79% | 0.75% | 1.21% |
RGHYX RBC BlueBay High Yield Bond Fund | 6.09% | 6.68% | 6.91% | 6.22% | 6.04% | 5.29% | 5.54% | 4.88% | 6.79% | 3.88% | 4.44% | 4.38% |
Drawdowns
RGOIX vs. RGHYX - Drawdown Comparison
The maximum RGOIX drawdown since its inception was -33.40%, which is greater than RGHYX's maximum drawdown of -17.38%. Use the drawdown chart below to compare losses from any high point for RGOIX and RGHYX.
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Drawdown Indicators
| RGOIX | RGHYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -17.38% | -16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -3.07% | -7.06% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -12.79% | -18.93% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -17.38% | -16.02% |
Current DrawdownCurrent decline from peak | -7.08% | -2.05% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -1.49% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.73% | +1.76% |
Volatility
RGOIX vs. RGHYX - Volatility Comparison
RBC Global Opportunities Fund (RGOIX) has a higher volatility of 5.76% compared to RBC BlueBay High Yield Bond Fund (RGHYX) at 1.35%. This indicates that RGOIX's price experiences larger fluctuations and is considered to be riskier than RGHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGOIX | RGHYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 1.35% | +4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 1.89% | +7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.14% | 3.33% | +12.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.61% | 4.35% | +12.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.60% | 4.67% | +12.93% |