DSTIX vs. DFEQX
Compare and contrast key facts about BNY Mellon Short Term Income Fund (DSTIX) and DFA Short-Term Extended Quality Portfolio (DFEQX).
DSTIX is managed by BNY Mellon. It was launched on Aug 18, 1992. DFEQX is managed by Dimensional. It was launched on Mar 4, 2009.
Performance
DSTIX vs. DFEQX - Performance Comparison
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DSTIX vs. DFEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSTIX BNY Mellon Short Term Income Fund | -0.59% | 6.03% | 4.93% | 6.08% | -5.81% | -0.73% | 4.93% | 4.63% | -0.49% | 1.47% |
DFEQX DFA Short-Term Extended Quality Portfolio | 0.28% | 4.27% | 5.50% | 5.44% | -5.18% | -0.60% | 2.24% | 4.51% | 1.34% | 1.51% |
Returns By Period
In the year-to-date period, DSTIX achieves a -0.59% return, which is significantly lower than DFEQX's 0.28% return. Over the past 10 years, DSTIX has outperformed DFEQX with an annualized return of 2.01%, while DFEQX has yielded a comparatively lower 1.90% annualized return.
DSTIX
- 1D
- 0.21%
- 1M
- -1.52%
- YTD
- -0.59%
- 6M
- 0.57%
- 1Y
- 3.58%
- 3Y*
- 4.78%
- 5Y*
- 1.99%
- 10Y*
- 2.01%
DFEQX
- 1D
- 0.11%
- 1M
- -0.65%
- YTD
- 0.28%
- 6M
- 1.31%
- 1Y
- 3.59%
- 3Y*
- 4.65%
- 5Y*
- 1.89%
- 10Y*
- 1.90%
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DSTIX vs. DFEQX - Expense Ratio Comparison
DSTIX has a 0.60% expense ratio, which is higher than DFEQX's 0.19% expense ratio.
Return for Risk
DSTIX vs. DFEQX — Risk / Return Rank
DSTIX
DFEQX
DSTIX vs. DFEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Short Term Income Fund (DSTIX) and DFA Short-Term Extended Quality Portfolio (DFEQX). 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.
| DSTIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 4.02 | -2.34 |
Sortino ratioReturn per unit of downside risk | 2.79 | 6.44 | -3.65 |
Omega ratioGain probability vs. loss probability | 1.40 | 2.51 | -1.11 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 4.46 | -2.10 |
Martin ratioReturn relative to average drawdown | 9.74 | 20.52 | -10.77 |
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
| DSTIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 4.02 | -2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.92 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 1.12 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 1.11 | +0.28 |
Correlation
The correlation between DSTIX and DFEQX is 0.56, 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
DSTIX vs. DFEQX - Dividend Comparison
DSTIX's dividend yield for the trailing twelve months is around 4.28%, more than DFEQX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSTIX BNY Mellon Short Term Income Fund | 4.28% | 4.60% | 4.28% | 3.42% | 1.90% | 1.52% | 2.34% | 2.13% | 3.10% | 1.76% | 1.12% | 1.82% |
DFEQX DFA Short-Term Extended Quality Portfolio | 3.94% | 3.62% | 4.40% | 3.34% | 1.78% | 1.05% | 0.47% | 2.18% | 3.14% | 1.51% | 1.59% | 1.72% |
Drawdowns
DSTIX vs. DFEQX - Drawdown Comparison
The maximum DSTIX drawdown since its inception was -8.77%, roughly equal to the maximum DFEQX drawdown of -8.40%. Use the drawdown chart below to compare losses from any high point for DSTIX and DFEQX.
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Drawdown Indicators
| DSTIX | DFEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.77% | -8.40% | -0.37% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -0.76% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -8.77% | -8.40% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -8.77% | -8.40% | -0.37% |
Current DrawdownCurrent decline from peak | -1.52% | -0.65% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -0.96% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.17% | +0.25% |
Volatility
DSTIX vs. DFEQX - Volatility Comparison
BNY Mellon Short Term Income Fund (DSTIX) has a higher volatility of 0.68% compared to DFA Short-Term Extended Quality Portfolio (DFEQX) at 0.45%. This indicates that DSTIX's price experiences larger fluctuations and is considered to be riskier than DFEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSTIX | DFEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 0.45% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 0.66% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.36% | 0.91% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.55% | 2.06% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.31% | 1.70% | +0.61% |