SDGIX vs. GIBIX
Compare and contrast key facts about BNY Mellon Global Fixed Income Fund (SDGIX) and Guggenheim Total Return Bond Fund (GIBIX).
SDGIX is managed by Dreyfus. It was launched on Dec 30, 1993. GIBIX is managed by Guggenheim. It was launched on Nov 30, 2011.
Performance
SDGIX vs. GIBIX - Performance Comparison
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SDGIX vs. GIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDGIX BNY Mellon Global Fixed Income Fund | -0.94% | 4.63% | 4.86% | 7.80% | -9.34% | -1.47% | 8.07% | 8.32% | -0.79% | 4.35% |
GIBIX Guggenheim Total Return Bond Fund | -0.52% | 8.22% | 3.18% | 7.45% | -16.38% | -0.58% | 14.94% | 4.45% | 0.89% | 6.50% |
Returns By Period
In the year-to-date period, SDGIX achieves a -0.94% return, which is significantly lower than GIBIX's -0.52% return. Over the past 10 years, SDGIX has underperformed GIBIX with an annualized return of 2.30%, while GIBIX has yielded a comparatively higher 2.96% annualized return.
SDGIX
- 1D
- 0.20%
- 1M
- -2.00%
- YTD
- -0.94%
- 6M
- -0.42%
- 1Y
- 2.13%
- 3Y*
- 4.50%
- 5Y*
- 1.33%
- 10Y*
- 2.30%
GIBIX
- 1D
- 0.21%
- 1M
- -1.85%
- YTD
- -0.52%
- 6M
- 0.34%
- 1Y
- 4.30%
- 3Y*
- 4.73%
- 5Y*
- 0.59%
- 10Y*
- 2.96%
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SDGIX vs. GIBIX - Expense Ratio Comparison
SDGIX has a 0.53% expense ratio, which is higher than GIBIX's 0.50% expense ratio.
Return for Risk
SDGIX vs. GIBIX — Risk / Return Rank
SDGIX
GIBIX
SDGIX vs. GIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Fixed Income Fund (SDGIX) and Guggenheim Total Return Bond Fund (GIBIX). 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.
| SDGIX | GIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.09 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.57 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.92 | -1.03 |
Martin ratioReturn relative to average drawdown | 3.22 | 5.96 | -2.75 |
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
| SDGIX | GIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.09 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.10 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.63 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | 0.92 | +0.61 |
Correlation
The correlation between SDGIX and GIBIX 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
SDGIX vs. GIBIX - Dividend Comparison
SDGIX's dividend yield for the trailing twelve months is around 3.16%, less than GIBIX's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDGIX BNY Mellon Global Fixed Income Fund | 3.16% | 3.53% | 3.55% | 1.82% | 4.51% | 5.64% | 2.45% | 0.49% | 4.02% | 2.75% | 0.59% | 2.83% |
GIBIX Guggenheim Total Return Bond Fund | 4.66% | 5.03% | 4.71% | 4.44% | 3.08% | 3.36% | 4.80% | 2.38% | 3.25% | 3.38% | 4.68% | 4.39% |
Drawdowns
SDGIX vs. GIBIX - Drawdown Comparison
The maximum SDGIX drawdown since its inception was -14.53%, smaller than the maximum GIBIX drawdown of -21.44%. Use the drawdown chart below to compare losses from any high point for SDGIX and GIBIX.
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Drawdown Indicators
| SDGIX | GIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -21.44% | +6.91% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -2.99% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -14.53% | -21.44% | +6.91% |
Max Drawdown (10Y)Largest decline over 10 years | -14.53% | -21.44% | +6.91% |
Current DrawdownCurrent decline from peak | -2.28% | -2.30% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -1.68% | -3.44% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.96% | -0.20% |
Volatility
SDGIX vs. GIBIX - Volatility Comparison
The current volatility for BNY Mellon Global Fixed Income Fund (SDGIX) is 1.39%, while Guggenheim Total Return Bond Fund (GIBIX) has a volatility of 1.58%. This indicates that SDGIX experiences smaller price fluctuations and is considered to be less risky than GIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDGIX | GIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 1.58% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 2.54% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.35% | 4.34% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.88% | 5.81% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.45% | 4.74% | -1.29% |