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 0.69, 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
USSBX vs. RSDIX - Performance Comparison
Key characteristics
USSBX:
3.32
RSDIX:
2.84
USSBX:
6.36
RSDIX:
5.09
USSBX:
1.87
RSDIX:
1.71
USSBX:
7.69
RSDIX:
7.13
USSBX:
22.92
RSDIX:
19.29
USSBX:
0.29%
RSDIX:
0.30%
USSBX:
2.02%
RSDIX:
2.05%
USSBX:
-7.80%
RSDIX:
-6.93%
USSBX:
-0.11%
RSDIX:
-0.10%
Returns By Period
In the year-to-date period, USSBX achieves a 0.60% return, which is significantly higher than RSDIX's 0.51% return. Over the past 10 years, USSBX has outperformed RSDIX with an annualized return of 2.58%, while RSDIX has yielded a comparatively lower 2.30% annualized return.
USSBX
0.60%
0.60%
2.35%
6.72%
2.80%
2.58%
RSDIX
0.51%
0.51%
2.17%
5.80%
2.11%
2.30%
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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.
Dividends
USSBX vs. RSDIX - Dividend Comparison
USSBX's dividend yield for the trailing twelve months is around 4.35%, less than RSDIX's 4.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
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.
Volatility
USSBX vs. RSDIX - Volatility Comparison
USAA Short Term Bond Fund (USSBX) has a higher volatility of 0.58% compared to RBC Short Duration Fixed Income Fund (RSDIX) at 0.49%. This indicates that USSBX's price experiences larger fluctuations and is considered to be riskier than RSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.