DSTIX vs. VIITX
Compare and contrast key facts about BNY Mellon Short Term Income Fund (DSTIX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX).
DSTIX is managed by BNY Mellon. It was launched on Aug 18, 1992. VIITX is managed by Vanguard. It was launched on Jun 19, 2015.
Performance
DSTIX vs. VIITX - Performance Comparison
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DSTIX vs. VIITX - 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% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | -0.06% | 7.23% | 3.67% | 5.31% | -7.99% | -1.02% | 6.17% | 6.44% | 0.87% | 2.00% |
Returns By Period
In the year-to-date period, DSTIX achieves a -0.59% return, which is significantly lower than VIITX's -0.06% return. Over the past 10 years, DSTIX has underperformed VIITX with an annualized return of 2.01%, while VIITX has yielded a comparatively higher 2.13% 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%
VIITX
- 1D
- 0.33%
- 1M
- -1.48%
- YTD
- -0.06%
- 6M
- 1.26%
- 1Y
- 4.72%
- 3Y*
- 4.60%
- 5Y*
- 1.57%
- 10Y*
- 2.13%
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DSTIX vs. VIITX - Expense Ratio Comparison
DSTIX has a 0.60% expense ratio, which is higher than VIITX's 0.02% expense ratio.
Return for Risk
DSTIX vs. VIITX — Risk / Return Rank
DSTIX
VIITX
DSTIX vs. VIITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Short Term Income Fund (DSTIX) and Vanguard Institutional Intermediate-Term Bond Fund (VIITX). 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 | VIITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.77 | -0.09 |
Sortino ratioReturn per unit of downside risk | 2.79 | 2.61 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.76 | -0.41 |
Martin ratioReturn relative to average drawdown | 9.74 | 10.44 | -0.69 |
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 | VIITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.77 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.41 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.70 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.38 | 0.75 | +0.63 |
Correlation
The correlation between DSTIX and VIITX is 0.73, 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
DSTIX vs. VIITX - Dividend Comparison
DSTIX's dividend yield for the trailing twelve months is around 4.28%, more than VIITX's 4.17% 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% |
VIITX Vanguard Institutional Intermediate-Term Bond Fund | 4.17% | 4.51% | 4.71% | 3.61% | 2.14% | 2.20% | 2.87% | 2.69% | 2.62% | 2.04% | 2.95% | 0.57% |
Drawdowns
DSTIX vs. VIITX - Drawdown Comparison
The maximum DSTIX drawdown since its inception was -8.77%, smaller than the maximum VIITX drawdown of -11.86%. Use the drawdown chart below to compare losses from any high point for DSTIX and VIITX.
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Drawdown Indicators
| DSTIX | VIITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.77% | -11.86% | +3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -1.73% | -1.89% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -8.77% | -11.86% | +3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -8.77% | -11.86% | +3.09% |
Current DrawdownCurrent decline from peak | -1.52% | -1.48% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -2.15% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.50% | -0.08% |
Volatility
DSTIX vs. VIITX - Volatility Comparison
The current volatility for BNY Mellon Short Term Income Fund (DSTIX) is 0.68%, while Vanguard Institutional Intermediate-Term Bond Fund (VIITX) has a volatility of 1.16%. This indicates that DSTIX experiences smaller price fluctuations and is considered to be less risky than VIITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSTIX | VIITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 1.16% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 1.71% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.36% | 2.74% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.55% | 3.82% | -1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.31% | 3.05% | -0.74% |