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RSDIX vs. STBFX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RSDIX vs. STBFX - Performance Comparison

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

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Returns By Period


RSDIX

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

STBFX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSDIX vs. STBFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
STBFX
Sextant Short Term Bond Fund
0.28%4.92%3.87%3.79%-4.16%-1.09%3.42%4.03%1.09%0.50%

Correlation

The correlation between RSDIX and STBFX is 0.42, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.42

Correlation (3Y)
Balances recent behavior with more history.

0.55

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.64

Correlation (10Y)
Provides a long-term view across more market conditions.

0.58

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2014

0.57

The correlation between RSDIX and STBFX shifts across timeframes, from 0.42 (1 year) to 0.64 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

RSDIX vs. STBFX - Risk-Adjusted Trends Comparison

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


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

RSDIX vs. STBFX - Sharpe Ratio Comparison


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Drawdowns

RSDIX vs. STBFX - Drawdown Comparison


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Volatility

RSDIX vs. STBFX - Volatility Comparison


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RSDIX vs. STBFX - Expense Ratio Comparison

RSDIX has a 0.78% expense ratio, which is higher than STBFX's 0.60% expense ratio.


Dividends

RSDIX vs. STBFX - Dividend Comparison

RSDIX's dividend yield for the trailing twelve months is around 3.65%, more than STBFX's 2.06% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
STBFX
Sextant Short Term Bond Fund
2.06%3.17%2.77%1.84%1.04%1.07%1.60%1.75%1.47%1.30%1.06%1.07%

Frequently Asked Questions


RSDIX and STBFX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for RSDIX and STBFX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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