RSDIX vs. ACCSX

Last updated Aug 1, 2026

RSDIX (RBC Short Duration Fixed Income Fund) and ACCSX (Access Capital Community Investment Fund) are both mutual funds - RSDIX is a Short-Term Bond fund managed by RBC, while ACCSX is a Government Bonds fund managed by RBC. Their 0.65 correlation means they have sometimes moved together and sometimes differently. RSDIX charges 0.78%/yr vs 0.45%/yr for ACCSX.

Performance

RSDIX vs. ACCSX - Performance Comparison

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

Returns By Period

RSDIX

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

ACCSX

• 1D: 0.00%
• 1M: -1.16%
• 6M: -1.43%
• YTD: -0.86%
• 1Y: 2.66%
• 3Y*: 3.36%
• 5Y*: -0.47%
• 10Y*: 0.79%
• ALL TIME*: 1.16%

*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)
ACCSX Access Capital Community Investment Fund	$0.00	$0.00	$0.00

RSDIX vs. ACCSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RSDIX RBC Short Duration Fixed Income Fund	-2.16%	4.86%	5.13%	5.52%	-4.00%	-0.06%	3.58%	5.47%	1.02%	2.13%
ACCSX Access Capital Community Investment Fund	-0.86%	8.02%	0.62%	4.13%	-11.97%	-0.98%	3.87%	6.16%	-0.17%	1.75%

Correlation

The correlation between RSDIX and ACCSX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.51
Correlation (3Y) Balances recent behavior with more history.	0.68
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (10Y) Provides a long-term view across more market conditions.	0.67
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.65

The correlation between RSDIX and ACCSX shifts across timeframes, from 0.51 (1 year) to 0.74 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

RSDIX vs. ACCSX — Risk / Return Rank

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

RSDIX

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

ACCSX

ACCSX Risk / Return Rank: 26
ACCSX Sharpe Ratio Rank: 28
ACCSX Sortino Ratio Rank: 27
ACCSX Omega Ratio Rank: 27
ACCSX Calmar Ratio Rank: 27
ACCSX Martin Ratio Rank: 23

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.

RSDIX vs. ACCSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Short Duration Fixed Income Fund (RSDIX) 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.

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.

	RSDIX	ACCSX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.95	—
Sortino ratio: Return per unit of downside risk	—	1.38	—
Omega ratio: Gain probability vs. loss probability	—	1.17	—
Calmar ratio: Return relative to maximum drawdown	—	1.25	—
Martin ratio: Return relative to average drawdown	—	3.31	—

Drawdowns

Drawdown Indicators

	RSDIX	ACCSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-17.91%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.16%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.91%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-17.91%	—
Current Drawdown Current decline from peak	—	-2.55%	—
Average Drawdown Average peak-to-trough decline	—	-3.82%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.19%	—

Volatility

Volatility by Period

	RSDIX	ACCSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	3.31%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	4.18%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	6.36%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	4.76%	—

RSDIX vs. ACCSX - Expense Ratio Comparison

RSDIX has a 0.78% expense ratio, which is higher than ACCSX's 0.45% expense ratio.

Dividends

RSDIX vs. ACCSX - Dividend Comparison

RSDIX's dividend yield for the trailing twelve months is around 3.65%, more than ACCSX's 3.20% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACCSX Access Capital Community Investment Fund	3.20%	3.62%	3.00%	2.71%	2.33%	1.94%	2.36%	2.78%	2.77%	2.64%	3.06%	3.20%
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 RSDIX and ACCSX in my portfolio?

RSDIX and ACCSX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.