BCPIX vs. EINFX
Compare and contrast key facts about Brandes Core Plus Fixed Income Fund (BCPIX) and Elfun Income Fund (EINFX).
BCPIX is managed by Brandes. It was launched on Dec 28, 2007. EINFX is managed by State Street. It was launched on Dec 31, 1984.
Performance
BCPIX vs. EINFX - Performance Comparison
Loading graphics...
BCPIX vs. EINFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCPIX Brandes Core Plus Fixed Income Fund | -0.55% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
EINFX Elfun Income Fund | -0.66% | 7.35% | -0.73% | 4.75% | -13.82% | -1.57% | 7.81% | 9.51% | -0.86% | 3.91% |
Returns By Period
In the year-to-date period, BCPIX achieves a -0.55% return, which is significantly higher than EINFX's -0.66% return. Over the past 10 years, BCPIX has outperformed EINFX with an annualized return of 1.90%, while EINFX has yielded a comparatively lower 1.43% annualized return.
BCPIX
- 1D
- 0.48%
- 1M
- -2.11%
- YTD
- -0.55%
- 6M
- 0.36%
- 1Y
- 3.41%
- 3Y*
- 3.73%
- 5Y*
- 0.90%
- 10Y*
- 1.90%
EINFX
- 1D
- 0.52%
- 1M
- -2.52%
- YTD
- -0.66%
- 6M
- 0.29%
- 1Y
- 3.54%
- 3Y*
- 2.44%
- 5Y*
- -0.55%
- 10Y*
- 1.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCPIX vs. EINFX - Expense Ratio Comparison
BCPIX has a 0.30% expense ratio, which is higher than EINFX's 0.29% expense ratio.
Return for Risk
BCPIX vs. EINFX — Risk / Return Rank
BCPIX
EINFX
BCPIX vs. EINFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes Core Plus Fixed Income Fund (BCPIX) and Elfun Income Fund (EINFX). 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.
| BCPIX | EINFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.85 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.23 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.55 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.12 | 4.19 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BCPIX | EINFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.85 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.09 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.27 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.79 | -0.46 |
Correlation
The correlation between BCPIX and EINFX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BCPIX vs. EINFX - Dividend Comparison
BCPIX's dividend yield for the trailing twelve months is around 4.10%, more than EINFX's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCPIX Brandes Core Plus Fixed Income Fund | 4.10% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
EINFX Elfun Income Fund | 3.49% | 3.84% | 3.04% | 2.76% | 4.09% | 3.31% | 3.15% | 2.78% | 2.88% | 2.42% | 3.34% | 2.87% |
Drawdowns
BCPIX vs. EINFX - Drawdown Comparison
The maximum BCPIX drawdown since its inception was -22.43%, which is greater than EINFX's maximum drawdown of -19.78%. Use the drawdown chart below to compare losses from any high point for BCPIX and EINFX.
Loading graphics...
Drawdown Indicators
| BCPIX | EINFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.43% | -19.78% | -2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -3.07% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.19% | -19.78% | +4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -15.19% | -19.78% | +4.59% |
Current DrawdownCurrent decline from peak | -2.11% | -5.92% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -3.57% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 1.14% | -0.28% |
Volatility
BCPIX vs. EINFX - Volatility Comparison
The current volatility for Brandes Core Plus Fixed Income Fund (BCPIX) is 1.42%, while Elfun Income Fund (EINFX) has a volatility of 1.64%. This indicates that BCPIX experiences smaller price fluctuations and is considered to be less risky than EINFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BCPIX | EINFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.64% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 2.76% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 4.86% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 6.47% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.16% | 5.22% | -1.06% |