RGOIX vs. RSDIX
Compare and contrast key facts about RBC Global Opportunities Fund (RGOIX) and RBC Short Duration Fixed Income Fund (RSDIX).
RGOIX is managed by RBC Global Asset Management.. It was launched on Dec 2, 2014. RSDIX is managed by RBC Global Asset Management.. It was launched on Dec 30, 2013.
Performance
RGOIX vs. RSDIX - Performance Comparison
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RGOIX vs. RSDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | -7.38% | 17.25% | 17.10% | 9.82% | -23.66% | 16.82% | 26.94% | 31.55% | -6.89% | 34.27% |
RSDIX RBC Short Duration Fixed Income Fund | -2.48% | 4.86% | 5.13% | 5.52% | -4.00% | -0.06% | 3.58% | 5.47% | 1.02% | 2.13% |
Returns By Period
In the year-to-date period, RGOIX achieves a -7.38% return, which is significantly lower than RSDIX's -2.48% return. Over the past 10 years, RGOIX has outperformed RSDIX with an annualized return of 10.45%, while RSDIX has yielded a comparatively lower 2.22% annualized return.
RGOIX
- 1D
- -0.22%
- 1M
- -9.04%
- YTD
- -7.38%
- 6M
- -6.18%
- 1Y
- 11.94%
- 3Y*
- 10.55%
- 5Y*
- 4.30%
- 10Y*
- 10.45%
RSDIX
- 1D
- 0.11%
- 1M
- -0.53%
- YTD
- -2.48%
- 6M
- -1.52%
- 1Y
- 0.54%
- 3Y*
- 3.70%
- 5Y*
- 1.75%
- 10Y*
- 2.22%
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RGOIX vs. RSDIX - Expense Ratio Comparison
RGOIX has a 0.75% expense ratio, which is lower than RSDIX's 0.78% expense ratio.
Return for Risk
RGOIX vs. RSDIX — Risk / Return Rank
RGOIX
RSDIX
RGOIX vs. RSDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Global Opportunities Fund (RGOIX) 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.
| RGOIX | RSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.38 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.18 | 0.53 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.10 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.40 | +0.59 |
Martin ratioReturn relative to average drawdown | 4.13 | 1.18 | +2.95 |
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 | RSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.38 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.79 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.10 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.10 | -0.55 |
Correlation
The correlation between RGOIX and RSDIX is 0.03, 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.
Dividends
RGOIX vs. RSDIX - Dividend Comparison
RGOIX's dividend yield for the trailing twelve months is around 0.76%, less than RSDIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGOIX RBC Global Opportunities Fund | 0.76% | 0.70% | 0.65% | 0.75% | 0.27% | 4.61% | 2.28% | 2.76% | 3.77% | 3.79% | 0.75% | 1.21% |
RSDIX RBC Short Duration Fixed Income Fund | 4.30% | 4.75% | 4.16% | 2.71% | 1.92% | 2.24% | 2.01% | 2.68% | 2.44% | 2.01% | 1.80% | 1.77% |
Drawdowns
RGOIX vs. RSDIX - Drawdown Comparison
The maximum RGOIX drawdown since its inception was -33.40%, which is greater than RSDIX's maximum drawdown of -6.66%. Use the drawdown chart below to compare losses from any high point for RGOIX and RSDIX.
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Drawdown Indicators
| RGOIX | RSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -6.66% | -26.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -2.89% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -31.72% | -6.40% | -25.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -6.66% | -26.74% |
Current DrawdownCurrent decline from peak | -9.67% | -2.58% | -7.09% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -0.77% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 0.99% | +1.47% |
Volatility
RGOIX vs. RSDIX - Volatility Comparison
RBC Global Opportunities Fund (RGOIX) has a higher volatility of 4.74% compared to RBC Short Duration Fixed Income Fund (RSDIX) at 0.57%. This indicates that RGOIX's price experiences larger fluctuations and is considered to be riskier than RSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGOIX | RSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 0.57% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 1.99% | +7.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 2.78% | +13.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 2.24% | +14.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.57% | 2.02% | +15.55% |