Correlation
The correlation between CFRIX and DFLYX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
CFRIX vs. DFLYX
Compare and contrast key facts about Catalyst/CIFC Floating Rate Income Fund (CFRIX) and BNY Mellon Floating Rate Income Fund (DFLYX).
CFRIX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2012. DFLYX is managed by Dreyfus. It was launched on Sep 26, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFRIX or DFLYX.
Performance
CFRIX vs. DFLYX - Performance Comparison
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Key characteristics
CFRIX:
2.50
DFLYX:
4.46
CFRIX:
4.62
DFLYX:
6.38
CFRIX:
2.05
DFLYX:
2.75
CFRIX:
2.91
DFLYX:
3.83
CFRIX:
15.02
DFLYX:
23.13
CFRIX:
0.49%
DFLYX:
0.34%
CFRIX:
3.03%
DFLYX:
1.78%
CFRIX:
-19.19%
DFLYX:
-18.83%
CFRIX:
0.00%
DFLYX:
0.00%
Returns By Period
In the year-to-date period, CFRIX achieves a 1.63% return, which is significantly lower than DFLYX's 2.27% return. Over the past 10 years, CFRIX has outperformed DFLYX with an annualized return of 4.74%, while DFLYX has yielded a comparatively lower 4.48% annualized return.
CFRIX
1.63%
1.10%
2.25%
6.65%
8.32%
6.62%
4.74%
DFLYX
2.27%
1.65%
2.77%
7.77%
8.97%
7.36%
4.48%
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CFRIX vs. DFLYX - Expense Ratio Comparison
CFRIX has a 0.90% expense ratio, which is higher than DFLYX's 0.73% expense ratio.
Risk-Adjusted Performance
CFRIX vs. DFLYX — Risk-Adjusted Performance Rank
CFRIX
DFLYX
CFRIX vs. DFLYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/CIFC Floating Rate Income Fund (CFRIX) and BNY Mellon Floating Rate Income Fund (DFLYX). 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
CFRIX vs. DFLYX - Dividend Comparison
CFRIX's dividend yield for the trailing twelve months is around 7.41%, less than DFLYX's 8.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFRIX Catalyst/CIFC Floating Rate Income Fund | 7.41% | 8.70% | 8.62% | 5.46% | 3.52% | 3.99% | 5.51% | 4.28% | 4.51% | 5.70% | 6.29% | 4.90% |
DFLYX BNY Mellon Floating Rate Income Fund | 8.20% | 8.78% | 8.78% | 5.48% | 4.22% | 4.66% | 5.54% | 5.19% | 3.77% | 4.14% | 4.65% | 3.89% |
Drawdowns
CFRIX vs. DFLYX - Drawdown Comparison
The maximum CFRIX drawdown since its inception was -19.19%, roughly equal to the maximum DFLYX drawdown of -18.83%. Use the drawdown chart below to compare losses from any high point for CFRIX and DFLYX.
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Volatility
CFRIX vs. DFLYX - Volatility Comparison
Catalyst/CIFC Floating Rate Income Fund (CFRIX) and BNY Mellon Floating Rate Income Fund (DFLYX) have volatilities of 0.54% and 0.54%, 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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