RSDIX vs. USSBX
Compare and contrast key facts about RBC Short Duration Fixed Income Fund (RSDIX) and USAA Short Term Bond Fund (USSBX).
RSDIX is managed by RBC Global Asset Management.. It was launched on Dec 30, 2013. USSBX is managed by Victory Capital. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSDIX or USSBX.
Correlation
The correlation between RSDIX and USSBX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RSDIX vs. USSBX - Performance Comparison
Key characteristics
RSDIX:
2.84
USSBX:
3.32
RSDIX:
5.09
USSBX:
6.36
RSDIX:
1.71
USSBX:
1.87
RSDIX:
7.12
USSBX:
7.68
RSDIX:
19.33
USSBX:
22.93
RSDIX:
0.30%
USSBX:
0.29%
RSDIX:
2.05%
USSBX:
2.02%
RSDIX:
-6.93%
USSBX:
-7.80%
RSDIX:
0.00%
USSBX:
0.00%
Returns By Period
In the year-to-date period, RSDIX achieves a 0.62% return, which is significantly lower than USSBX's 0.71% return. Over the past 10 years, RSDIX has underperformed USSBX with an annualized return of 2.30%, while USSBX has yielded a comparatively higher 2.58% annualized return.
RSDIX
0.62%
0.62%
2.06%
5.91%
2.13%
2.30%
USSBX
0.71%
0.71%
2.24%
6.84%
2.83%
2.58%
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RSDIX vs. USSBX - Expense Ratio Comparison
RSDIX has a 0.78% expense ratio, which is higher than USSBX's 0.54% expense ratio.
Risk-Adjusted Performance
RSDIX vs. USSBX — Risk-Adjusted Performance Rank
RSDIX
USSBX
RSDIX vs. USSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Short Duration Fixed Income Fund (RSDIX) and USAA Short Term Bond Fund (USSBX). 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.
Dividends
RSDIX vs. USSBX - Dividend Comparison
RSDIX's dividend yield for the trailing twelve months is around 4.58%, more than USSBX's 4.35% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
RSDIX RBC Short Duration Fixed Income Fund | 4.58% | 4.52% | 3.65% | 2.08% | 1.72% | 2.02% | 2.70% | 2.26% | 1.83% | 1.81% | 1.80% | 1.82% |
USSBX USAA Short Term Bond Fund | 4.35% | 4.32% | 3.73% | 2.40% | 2.20% | 2.75% | 2.77% | 2.42% | 1.95% | 1.87% | 1.69% | 1.71% |
Drawdowns
RSDIX vs. USSBX - Drawdown Comparison
The maximum RSDIX drawdown since its inception was -6.93%, smaller than the maximum USSBX drawdown of -7.80%. Use the drawdown chart below to compare losses from any high point for RSDIX and USSBX. For additional features, visit the drawdowns tool.
Volatility
RSDIX vs. USSBX - Volatility Comparison
The current volatility for RBC Short Duration Fixed Income Fund (RSDIX) is 0.50%, while USAA Short Term Bond Fund (USSBX) has a volatility of 0.58%. This indicates that RSDIX experiences smaller price fluctuations and is considered to be less risky than USSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.