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RIBIX vs. ACCSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RIBIX vs. ACCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC Impact Bond Fund (RIBIX) and Access Capital Community Investment Fund (ACCSX). The values are adjusted to include any dividend payments, if applicable.

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RIBIX vs. ACCSX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
RIBIX
RBC Impact Bond Fund
-1.15%5.95%1.11%5.50%-14.47%-1.86%7.98%7.53%-0.60%
ACCSX
Access Capital Community Investment Fund
-0.26%8.02%0.62%4.13%-11.97%-0.98%3.87%6.16%-0.17%

Returns By Period

In the year-to-date period, RIBIX achieves a -1.15% return, which is significantly lower than ACCSX's -0.26% return.


RIBIX

1D
0.59%
1M
-2.30%
YTD
-1.15%
6M
-0.27%
1Y
1.75%
3Y*
2.66%
5Y*
-0.65%
10Y*

ACCSX

1D
0.52%
1M
-2.26%
YTD
-0.26%
6M
1.46%
1Y
4.82%
3Y*
3.27%
5Y*
-0.16%
10Y*
0.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RIBIX vs. ACCSX - Expense Ratio Comparison

RIBIX has a 0.73% expense ratio, which is higher than ACCSX's 0.45% expense ratio.


Return for Risk

RIBIX vs. ACCSX — Risk / Return Rank

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

RIBIX
RIBIX Risk / Return Rank: 2121
Overall Rank
RIBIX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
RIBIX Sortino Ratio Rank: 1515
Sortino Ratio Rank
RIBIX Omega Ratio Rank: 1313
Omega Ratio Rank
RIBIX Calmar Ratio Rank: 3636
Calmar Ratio Rank
RIBIX Martin Ratio Rank: 2222
Martin Ratio Rank

ACCSX
ACCSX Risk / Return Rank: 6060
Overall Rank
ACCSX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
ACCSX Sortino Ratio Rank: 6060
Sortino Ratio Rank
ACCSX Omega Ratio Rank: 4747
Omega Ratio Rank
ACCSX Calmar Ratio Rank: 8080
Calmar Ratio Rank
ACCSX Martin Ratio Rank: 5454
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.

RIBIX vs. ACCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Impact Bond Fund (RIBIX) and Access Capital Community Investment Fund (ACCSX). 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.


RIBIXACCSXDifference

Sharpe ratio

Return per unit of total volatility

0.50

1.11

-0.61

Sortino ratio

Return per unit of downside risk

0.71

1.56

-0.85

Omega ratio

Gain probability vs. loss probability

1.09

1.20

-0.11

Calmar ratio

Return relative to maximum drawdown

0.98

1.90

-0.93

Martin ratio

Return relative to average drawdown

2.42

5.26

-2.84

RIBIX vs. ACCSX - Sharpe Ratio Comparison

The current RIBIX Sharpe Ratio is 0.50, which is lower than the ACCSX Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of RIBIX and ACCSX, 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


RIBIXACCSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

1.11

-0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

-0.03

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.28

-0.09

Correlation

The correlation between RIBIX and ACCSX 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

RIBIX vs. ACCSX - Dividend Comparison

RIBIX's dividend yield for the trailing twelve months is around 3.78%, more than ACCSX's 3.40% yield.


TTM20252024202320222021202020192018201720162015
RIBIX
RBC Impact Bond Fund
3.78%4.02%3.35%2.50%2.10%1.94%3.28%3.91%2.44%0.05%0.00%0.00%
ACCSX
Access Capital Community Investment Fund
3.40%3.62%3.00%2.71%2.33%1.94%2.36%2.78%2.77%2.64%3.06%3.20%

Drawdowns

RIBIX vs. ACCSX - Drawdown Comparison

The maximum RIBIX drawdown since its inception was -19.37%, which is greater than ACCSX's maximum drawdown of -17.91%. Use the drawdown chart below to compare losses from any high point for RIBIX and ACCSX.


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Drawdown Indicators


RIBIXACCSXDifference

Max Drawdown

Largest peak-to-trough decline

-19.37%

-17.91%

-1.46%

Max Drawdown (1Y)

Largest decline over 1 year

-2.88%

-3.06%

+0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-18.98%

-17.91%

-1.07%

Max Drawdown (10Y)

Largest decline over 10 years

-17.91%

Current Drawdown

Current decline from peak

-6.51%

-2.26%

-4.25%

Average Drawdown

Average peak-to-trough decline

-6.43%

-3.85%

-2.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.16%

1.11%

+0.05%

Volatility

RIBIX vs. ACCSX - Volatility Comparison

The current volatility for RBC Impact Bond Fund (RIBIX) is 1.68%, while Access Capital Community Investment Fund (ACCSX) has a volatility of 1.81%. This indicates that RIBIX experiences smaller price fluctuations and is considered to be less risky than ACCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RIBIXACCSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.68%

1.81%

-0.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.73%

2.77%

-0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

4.77%

4.82%

-0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.94%

6.26%

-0.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.20%

4.70%

+0.50%