DSTIX vs. DRRIX
Compare and contrast key facts about BNY Mellon Short Term Income Fund (DSTIX) and BNY Mellon Global Real Return Fund - Class I (DRRIX).
DSTIX is managed by BNY Mellon. It was launched on Aug 18, 1992. DRRIX is managed by BNY Mellon. It was launched on May 12, 2010.
Performance
DSTIX vs. DRRIX - Performance Comparison
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DSTIX vs. DRRIX - 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% |
DRRIX BNY Mellon Global Real Return Fund - Class I | 1.51% | 12.60% | 6.88% | 2.59% | -8.47% | 6.98% | 9.75% | 12.29% | 1.12% | 4.29% |
Returns By Period
In the year-to-date period, DSTIX achieves a -0.59% return, which is significantly lower than DRRIX's 1.51% return. Over the past 10 years, DSTIX has underperformed DRRIX with an annualized return of 2.01%, while DRRIX has yielded a comparatively higher 4.72% 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%
DRRIX
- 1D
- -0.12%
- 1M
- -4.32%
- YTD
- 1.51%
- 6M
- 4.97%
- 1Y
- 13.26%
- 3Y*
- 8.01%
- 5Y*
- 3.90%
- 10Y*
- 4.72%
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DSTIX vs. DRRIX - Expense Ratio Comparison
DSTIX has a 0.60% expense ratio, which is lower than DRRIX's 0.95% expense ratio.
Return for Risk
DSTIX vs. DRRIX — Risk / Return Rank
DSTIX
DRRIX
DSTIX vs. DRRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Short Term Income Fund (DSTIX) and BNY Mellon Global Real Return Fund - Class I (DRRIX). 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 | DRRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.49 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.79 | 1.81 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.31 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.55 | +0.81 |
Martin ratioReturn relative to average drawdown | 9.74 | 6.53 | +3.21 |
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 | DRRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.49 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.57 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.71 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 0.73 | +0.65 |
Correlation
The correlation between DSTIX and DRRIX is 0.19, 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.
Dividends
DSTIX vs. DRRIX - Dividend Comparison
DSTIX's dividend yield for the trailing twelve months is around 4.28%, more than DRRIX's 3.86% 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% |
DRRIX BNY Mellon Global Real Return Fund - Class I | 3.86% | 3.92% | 4.35% | 0.05% | 9.59% | 1.65% | 1.39% | 2.79% | 3.62% | 0.88% | 2.98% | 4.46% |
Drawdowns
DSTIX vs. DRRIX - Drawdown Comparison
The maximum DSTIX drawdown since its inception was -8.77%, smaller than the maximum DRRIX drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for DSTIX and DRRIX.
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Drawdown Indicators
| DSTIX | DRRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.77% | -15.92% | +7.15% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -7.87% | +6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -8.77% | -14.29% | +5.52% |
Max Drawdown (10Y)Largest decline over 10 years | -8.77% | -15.92% | +7.15% |
Current DrawdownCurrent decline from peak | -1.52% | -4.64% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -2.91% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 1.86% | -1.44% |
Volatility
DSTIX vs. DRRIX - Volatility Comparison
The current volatility for BNY Mellon Short Term Income Fund (DSTIX) is 0.68%, while BNY Mellon Global Real Return Fund - Class I (DRRIX) has a volatility of 3.03%. This indicates that DSTIX experiences smaller price fluctuations and is considered to be less risky than DRRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSTIX | DRRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 3.03% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 6.03% | -4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.36% | 8.71% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.55% | 6.87% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.31% | 6.67% | -4.36% |