USSBX vs. RSDIX
Compare and contrast key facts about USAA Short Term Bond Fund (USSBX) and RBC Short Duration Fixed Income Fund (RSDIX).
USSBX is managed by Victory Capital. It was launched on Jun 1, 1993. RSDIX is managed by RBC Global Asset Management.. It was launched on Dec 30, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSBX or RSDIX.
Correlation
The correlation between USSBX and RSDIX 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.
Performance
USSBX vs. RSDIX - Performance Comparison
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Key characteristics
USSBX:
2.89
RSDIX:
2.64
USSBX:
5.32
RSDIX:
4.77
USSBX:
1.75
RSDIX:
1.67
USSBX:
6.89
RSDIX:
6.80
USSBX:
19.45
RSDIX:
18.43
USSBX:
0.31%
RSDIX:
0.30%
USSBX:
2.10%
RSDIX:
2.11%
USSBX:
-7.80%
RSDIX:
-6.93%
USSBX:
-0.55%
RSDIX:
-0.51%
Returns By Period
The year-to-date returns for both investments are quite close, with USSBX having a 1.34% return and RSDIX slightly higher at 1.37%. Over the past 10 years, USSBX has outperformed RSDIX with an annualized return of 2.63%, while RSDIX has yielded a comparatively lower 2.32% annualized return.
USSBX
1.34%
0.11%
2.08%
6.02%
3.31%
2.63%
RSDIX
1.37%
-0.00%
2.18%
5.65%
2.55%
2.32%
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USSBX vs. RSDIX - Expense Ratio Comparison
USSBX has a 0.54% expense ratio, which is lower than RSDIX's 0.78% expense ratio.
Risk-Adjusted Performance
USSBX vs. RSDIX — Risk-Adjusted Performance Rank
USSBX
RSDIX
USSBX vs. RSDIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and RBC Short Duration Fixed Income Fund (RSDIX). 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.
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Dividends
USSBX vs. RSDIX - Dividend Comparison
USSBX's dividend yield for the trailing twelve months is around 4.05%, less than RSDIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSBX USAA Short Term Bond Fund | 4.05% | 4.32% | 3.73% | 2.40% | 2.20% | 2.75% | 2.77% | 2.42% | 1.95% | 1.87% | 1.69% | 1.71% |
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% |
Drawdowns
USSBX vs. RSDIX - Drawdown Comparison
The maximum USSBX drawdown since its inception was -7.80%, which is greater than RSDIX's maximum drawdown of -6.93%. Use the drawdown chart below to compare losses from any high point for USSBX and RSDIX. For additional features, visit the drawdowns tool.
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Volatility
USSBX vs. RSDIX - Volatility Comparison
USAA Short Term Bond Fund (USSBX) and RBC Short Duration Fixed Income Fund (RSDIX) have volatilities of 0.49% and 0.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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