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RSDIX vs. RBCIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RSDIX vs. RBCIX

Last updated Jun 24, 2026

RSDIX (RBC Short Duration Fixed Income Fund) and RBCIX (RBC China Equity Fund) are both mutual funds - RSDIX is a Short-Term Bond fund managed by RBC Global Asset Management., while RBCIX is a China Equities fund managed by RBC Global Asset Management.. Over the past 3 years, RSDIX returned 3.67%/yr vs 17.07%/yr for RBCIX. At a 0.06 correlation, their price movements are largely independent. RSDIX charges 0.78%/yr vs 1.05%/yr for RBCIX.

Performance

RSDIX vs. RBCIX - Performance Comparison

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

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Returns By Period

In the year-to-date period, RSDIX achieves a -2.58% return, which is significantly lower than RBCIX's 1.78% return.

RSDIX

1D
0.00%
1M
0.06%
YTD
-2.58%
6M
-2.19%
1Y
-0.35%
3Y*
3.67%
5Y*
1.66%
10Y*
2.11%

RBCIX

1D
0.72%
1M
-0.55%
YTD
1.78%
6M
2.11%
1Y
34.33%
3Y*
17.07%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSDIX vs. RBCIX - Yearly Performance Comparison

2026 (YTD)2025202420232022
RSDIX
RBC Short Duration Fixed Income Fund		-2.58%4.86%5.13%5.52%-0.85%
RBCIX
RBC China Equity Fund		1.78%50.92%6.24%-9.64%-7.64%

Correlation

The correlation between RSDIX and RBCIX is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2022

0.06

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

RBC Short Duration Fixed Income Fund

RBC China Equity Fund

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Often compared with RBCIX:
RBCIX vs. EVCGXRBCIX vs. 0P0000706A.TORBCIX vs. OBCHXRBCIX vs. RUSIXRBCIX vs. FHKAXRBCIX vs. BGCBXRBCIX vs. 0P00007069.TO

Return for Risk

RSDIX vs. RBCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
RSDIX
RSDIX Risk / Return Rank: 22
Overall Rank
RSDIX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
RSDIX Sortino Ratio Rank: 22
Sortino Ratio Rank
RSDIX Omega Ratio Rank: 22
Omega Ratio Rank
RSDIX Calmar Ratio Rank: 22
Calmar Ratio Rank
RSDIX Martin Ratio Rank: 22
Martin Ratio Rank
RBCIX
RBCIX Risk / Return Rank: 4040
Overall Rank
RBCIX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
RBCIX Sortino Ratio Rank: 3737
Sortino Ratio Rank
RBCIX Omega Ratio Rank: 3838
Omega Ratio Rank
RBCIX Calmar Ratio Rank: 5353
Calmar Ratio Rank
RBCIX Martin Ratio Rank: 3333
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.

RSDIX vs. RBCIX - Risk-Adjusted Trends Comparison

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

RSDIXRBCIXDifference
Sharpe ratioReturn per unit of total volatility
-0.09
1.73

-1.83

Sortino ratioReturn per unit of downside risk
-0.10
2.36

-2.46

Omega ratioGain probability vs. loss probability

0.98

1.31

-0.33

Calmar ratioReturn relative to maximum drawdown

-0.08

2.66

-2.74

Martin ratioReturn relative to average drawdown

-0.15

6.89

-7.04

RSDIX vs. RBCIX - Sharpe Ratio Comparison

The current RSDIX Sharpe Ratio is -0.09, which is lower than the RBCIX Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of RSDIX and RBCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

RSDIX vs. RBCIX - Drawdown Comparison

The maximum RSDIX drawdown since its inception was -6.66%, smaller than the maximum RBCIX drawdown of -32.45%. Use the drawdown chart below to compare losses from any high point for RSDIX and RBCIX.

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Drawdown Indicators

RSDIXRBCIXDifference

Max Drawdown

Largest peak-to-trough decline

-6.66%

-32.45%

+25.79%

Max Drawdown (1Y)

Largest decline over 1 year

-3.11%

-13.45%

+10.34%

Max Drawdown (3Y)

Largest decline over 3 years

-3.11%

-25.67%

+22.56%

Max Drawdown (5Y)

Largest decline over 5 years

-6.40%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-6.66%

—

—

Current Drawdown

Current decline from peak

-2.68%

-7.57%

+4.89%

Average Drawdown

Average peak-to-trough decline

-0.80%

-13.63%

+12.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.59%

5.18%

-3.59%

Volatility

RSDIX vs. RBCIX - Volatility Comparison

The current volatility for RBC Short Duration Fixed Income Fund (RSDIX) is 0.62%, while RBC China Equity Fund (RBCIX) has a volatility of 7.22%. This indicates that RSDIX experiences smaller price fluctuations and is considered to be less risky than RBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

RSDIXRBCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

7.22%

-6.60%

Volatility (6M)

Calculated over the trailing 6-month period

1.95%

15.41%

-13.46%

Volatility (1Y)

Calculated over the trailing 1-year period

2.66%

20.65%

-17.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.26%

26.02%

-23.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.03%

26.02%

-23.99%

RSDIX vs. RBCIX - Expense Ratio Comparison

RSDIX has a 0.78% expense ratio, which is lower than RBCIX's 1.05% expense ratio.

Dividends

RSDIX vs. RBCIX - Dividend Comparison

RSDIX's dividend yield for the trailing twelve months is around 4.05%, more than RBCIX's 3.60% yield.

PositionTTM20252024202320222021202020192018201720162015
RBCIX
RBC China Equity Fund		3.60%3.66%2.01%1.20%1.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RSDIX
RBC Short Duration Fixed Income Fund		4.05%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

RSDIX and RBCIX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBCIX has higher volatility (7.22%) compared to RSDIX (0.62%). In terms of maximum drawdown, RSDIX dropped -6.66% vs RBCIX's -32.45%.

RBCIX currently has the higher Sharpe Ratio (1.73 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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