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RSDIX vs. USSBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RSDIX and USSBX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.0

Performance

RSDIX vs. USSBX - Performance Comparison

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

26.00%28.00%30.00%32.00%34.00%NovemberDecember2025FebruaryMarchApril
27.90%
32.34%
RSDIX
USSBX

Key characteristics

Sharpe Ratio

RSDIX:

2.88

USSBX:

3.28

Sortino Ratio

RSDIX:

5.22

USSBX:

6.20

Omega Ratio

RSDIX:

1.74

USSBX:

1.89

Calmar Ratio

RSDIX:

7.36

USSBX:

7.87

Martin Ratio

RSDIX:

20.64

USSBX:

23.10

Ulcer Index

RSDIX:

0.29%

USSBX:

0.30%

Daily Std Dev

RSDIX:

2.08%

USSBX:

2.10%

Max Drawdown

RSDIX:

-6.93%

USSBX:

-7.80%

Current Drawdown

RSDIX:

-0.51%

USSBX:

-0.55%

Returns By Period

In the year-to-date period, RSDIX achieves a 0.99% return, which is significantly lower than USSBX's 1.34% return. Over the past 10 years, RSDIX has underperformed USSBX with an annualized return of 2.27%, while USSBX has yielded a comparatively higher 2.61% annualized return.


RSDIX

YTD

0.99%

1M

-0.10%

6M

1.98%

1Y

5.87%

5Y*

2.60%

10Y*

2.27%

USSBX

YTD

1.34%

1M

0.17%

6M

2.35%

1Y

6.76%

5Y*

3.45%

10Y*

2.61%

*Annualized

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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.


Expense ratio chart for RSDIX: current value is 0.78%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RSDIX: 0.78%
Expense ratio chart for USSBX: current value is 0.54%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
USSBX: 0.54%

Risk-Adjusted Performance

RSDIX vs. USSBX — Risk-Adjusted Performance Rank

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

RSDIX
The Risk-Adjusted Performance Rank of RSDIX is 9797
Overall Rank
The Sharpe Ratio Rank of RSDIX is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of RSDIX is 9797
Sortino Ratio Rank
The Omega Ratio Rank of RSDIX is 9696
Omega Ratio Rank
The Calmar Ratio Rank of RSDIX is 9898
Calmar Ratio Rank
The Martin Ratio Rank of RSDIX is 9797
Martin Ratio Rank

USSBX
The Risk-Adjusted Performance Rank of USSBX is 9898
Overall Rank
The Sharpe Ratio Rank of USSBX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of USSBX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of USSBX is 9898
Omega Ratio Rank
The Calmar Ratio Rank of USSBX is 9999
Calmar Ratio Rank
The Martin Ratio Rank of USSBX is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for RSDIX, currently valued at 2.88, compared to the broader market-1.000.001.002.003.00
RSDIX: 2.88
USSBX: 3.28
The chart of Sortino ratio for RSDIX, currently valued at 5.22, compared to the broader market-2.000.002.004.006.008.00
RSDIX: 5.22
USSBX: 6.20
The chart of Omega ratio for RSDIX, currently valued at 1.74, compared to the broader market0.501.001.502.002.503.00
RSDIX: 1.74
USSBX: 1.89
The chart of Calmar ratio for RSDIX, currently valued at 7.36, compared to the broader market0.002.004.006.008.0010.00
RSDIX: 7.36
USSBX: 7.87
The chart of Martin ratio for RSDIX, currently valued at 20.64, compared to the broader market0.0010.0020.0030.0040.0050.00
RSDIX: 20.64
USSBX: 23.10

The current RSDIX Sharpe Ratio is 2.88, which is comparable to the USSBX Sharpe Ratio of 3.28. The chart below compares the historical Sharpe Ratios of RSDIX and USSBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio2.503.003.504.00NovemberDecember2025FebruaryMarchApril
2.88
3.28
RSDIX
USSBX

Dividends

RSDIX vs. USSBX - Dividend Comparison

RSDIX's dividend yield for the trailing twelve months is around 4.24%, less than USSBX's 4.41% yield.


TTM20242023202220212020201920182017201620152014
RSDIX
RBC Short Duration Fixed Income Fund
4.24%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
4.41%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.


-0.80%-0.60%-0.40%-0.20%0.00%NovemberDecember2025FebruaryMarchApril
-0.51%
-0.55%
RSDIX
USSBX

Volatility

RSDIX vs. USSBX - Volatility Comparison

The current volatility for RBC Short Duration Fixed Income Fund (RSDIX) is 0.62%, while USAA Short Term Bond Fund (USSBX) has a volatility of 0.80%. 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.


0.40%0.50%0.60%0.70%0.80%NovemberDecember2025FebruaryMarchApril
0.62%
0.80%
RSDIX
USSBX