DFLYX vs. CFRIX
Compare and contrast key facts about BNY Mellon Floating Rate Income Fund (DFLYX) and Catalyst/CIFC Floating Rate Income Fund (CFRIX).
DFLYX is managed by Dreyfus. It was launched on Sep 26, 2013. CFRIX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2012.
Performance
DFLYX vs. CFRIX - Performance Comparison
Loading graphics...
DFLYX vs. CFRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFLYX BNY Mellon Floating Rate Income Fund | -0.51% | 4.84% | 9.77% | 13.29% | -1.15% | 4.84% | 2.66% | 7.15% | -0.58% | 3.48% |
CFRIX Catalyst/CIFC Floating Rate Income Fund | -1.54% | 6.28% | 7.98% | 11.65% | -3.87% | 3.12% | 3.45% | 10.05% | 0.70% | 7.24% |
Returns By Period
In the year-to-date period, DFLYX achieves a -0.51% return, which is significantly higher than CFRIX's -1.54% return. Over the past 10 years, DFLYX has underperformed CFRIX with an annualized return of 4.94%, while CFRIX has yielded a comparatively higher 5.57% annualized return.
DFLYX
- 1D
- 0.00%
- 1M
- 0.36%
- YTD
- -0.51%
- 6M
- 0.19%
- 1Y
- 4.33%
- 3Y*
- 7.97%
- 5Y*
- 5.76%
- 10Y*
- 4.94%
CFRIX
- 1D
- 0.00%
- 1M
- 0.22%
- YTD
- -1.54%
- 6M
- 0.14%
- 1Y
- 4.21%
- 3Y*
- 6.82%
- 5Y*
- 4.43%
- 10Y*
- 5.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFLYX vs. CFRIX - Expense Ratio Comparison
DFLYX has a 0.73% expense ratio, which is lower than CFRIX's 0.90% expense ratio.
Return for Risk
DFLYX vs. CFRIX — Risk / Return Rank
DFLYX
CFRIX
DFLYX vs. CFRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Floating Rate Income Fund (DFLYX) and Catalyst/CIFC Floating Rate Income Fund (CFRIX). 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.
| DFLYX | CFRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 1.60 | +0.50 |
Sortino ratioReturn per unit of downside risk | 3.11 | 2.60 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.48 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.05 | +0.09 |
Martin ratioReturn relative to average drawdown | 7.82 | 6.68 | +1.14 |
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
| DFLYX | CFRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 1.60 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 3.03 | 1.67 | +1.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.63 | 1.46 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.48 | 1.25 | +0.23 |
Correlation
The correlation between DFLYX and CFRIX is 0.53, 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.
Dividends
DFLYX vs. CFRIX - Dividend Comparison
DFLYX's dividend yield for the trailing twelve months is around 8.17%, more than CFRIX's 6.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLYX BNY Mellon Floating Rate Income Fund | 8.17% | 7.50% | 8.78% | 8.78% | 5.49% | 4.22% | 4.66% | 5.54% | 5.19% | 3.77% | 4.14% | 4.65% |
CFRIX Catalyst/CIFC Floating Rate Income Fund | 6.23% | 6.83% | 7.32% | 7.13% | 3.79% | 2.44% | 4.06% | 5.50% | 4.26% | 4.50% | 5.69% | 6.27% |
Drawdowns
DFLYX vs. CFRIX - Drawdown Comparison
The maximum DFLYX drawdown since its inception was -18.83%, roughly equal to the maximum CFRIX drawdown of -19.18%. Use the drawdown chart below to compare losses from any high point for DFLYX and CFRIX.
Loading graphics...
Drawdown Indicators
| DFLYX | CFRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.83% | -19.18% | +0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -2.19% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -6.28% | -6.62% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -18.83% | -19.18% | +0.35% |
Current DrawdownCurrent decline from peak | -1.06% | -1.65% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -0.80% | -1.25% | +0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.67% | -0.14% |
Volatility
DFLYX vs. CFRIX - Volatility Comparison
The current volatility for BNY Mellon Floating Rate Income Fund (DFLYX) is 0.63%, while Catalyst/CIFC Floating Rate Income Fund (CFRIX) has a volatility of 0.90%. This indicates that DFLYX experiences smaller price fluctuations and is considered to be less risky than CFRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DFLYX | CFRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.90% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 1.06% | 1.90% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 2.90% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.91% | 2.68% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.05% | 3.82% | -0.77% |