DCPYX vs. MCFIX
Compare and contrast key facts about BNY Mellon Core Plus Fund (DCPYX) and Mercer Core Fixed Income Fund (MCFIX).
DCPYX is managed by BNY Mellon. It was launched on Dec 2, 2010. MCFIX is managed by Mercer Funds. It was launched on Aug 15, 2005.
Performance
DCPYX vs. MCFIX - Performance Comparison
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DCPYX vs. MCFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DCPYX BNY Mellon Core Plus Fund | -0.56% | 7.04% | 1.39% | 6.14% | -13.87% | -1.00% | 9.80% | 6.96% |
MCFIX Mercer Core Fixed Income Fund | -0.88% | 6.64% | 2.02% | 6.47% | -13.69% | -1.05% | 4.75% | 3.31% |
Returns By Period
In the year-to-date period, DCPYX achieves a -0.56% return, which is significantly higher than MCFIX's -0.88% return.
DCPYX
- 1D
- 0.33%
- 1M
- -2.03%
- YTD
- -0.56%
- 6M
- -0.08%
- 1Y
- 3.59%
- 3Y*
- 3.46%
- 5Y*
- 0.11%
- 10Y*
- 1.86%
MCFIX
- 1D
- 0.23%
- 1M
- -1.88%
- YTD
- -0.88%
- 6M
- -0.58%
- 1Y
- 2.54%
- 3Y*
- 3.62%
- 5Y*
- 0.17%
- 10Y*
- —
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DCPYX vs. MCFIX - Expense Ratio Comparison
DCPYX has a 0.40% expense ratio, which is higher than MCFIX's 0.16% expense ratio.
Return for Risk
DCPYX vs. MCFIX — Risk / Return Rank
DCPYX
MCFIX
DCPYX vs. MCFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Plus Fund (DCPYX) and Mercer Core Fixed Income Fund (MCFIX). 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.
| DCPYX | MCFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.70 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.01 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.13 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.73 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.17 | 5.00 | -0.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DCPYX | MCFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.70 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.03 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.15 | +0.13 |
Correlation
The correlation between DCPYX and MCFIX is 0.87, 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
DCPYX vs. MCFIX - Dividend Comparison
DCPYX's dividend yield for the trailing twelve months is around 4.21%, less than MCFIX's 4.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCPYX BNY Mellon Core Plus Fund | 4.21% | 4.59% | 3.58% | 2.94% | 2.74% | 3.04% | 2.71% | 3.11% | 3.25% | 0.22% |
MCFIX Mercer Core Fixed Income Fund | 4.30% | 3.89% | 4.54% | 3.68% | 3.31% | 2.45% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DCPYX vs. MCFIX - Drawdown Comparison
The maximum DCPYX drawdown since its inception was -19.42%, smaller than the maximum MCFIX drawdown of -21.68%. Use the drawdown chart below to compare losses from any high point for DCPYX and MCFIX.
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Drawdown Indicators
| DCPYX | MCFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -21.68% | +2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -3.19% | -3.09% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -18.72% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | — | — |
Current DrawdownCurrent decline from peak | -2.63% | -5.87% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -8.61% | +3.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.07% | -0.01% |
Volatility
DCPYX vs. MCFIX - Volatility Comparison
BNY Mellon Core Plus Fund (DCPYX) and Mercer Core Fixed Income Fund (MCFIX) have volatilities of 1.61% and 1.54%, 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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Volatility by Period
| DCPYX | MCFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.54% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 2.68% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.53% | 4.81% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.79% | 6.01% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 6.16% | -1.30% |