SDGIX vs. WACPX
Compare and contrast key facts about BNY Mellon Global Fixed Income Fund (SDGIX) and Western Asset Core Plus Bond Fund Class I (WACPX).
SDGIX is managed by Dreyfus. It was launched on Dec 30, 1993. WACPX is managed by Franklin Templeton. It was launched on Jul 8, 1998.
Performance
SDGIX vs. WACPX - Performance Comparison
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SDGIX vs. WACPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDGIX BNY Mellon Global Fixed Income Fund | -1.13% | 4.63% | 4.86% | 7.80% | -9.34% | -1.47% | 8.07% | 8.32% | -0.79% | 4.35% |
WACPX Western Asset Core Plus Bond Fund Class I | -1.18% | 7.99% | -0.77% | 7.51% | -18.79% | -2.24% | 9.42% | 12.29% | -1.47% | 7.10% |
Returns By Period
The year-to-date returns for both stocks are quite close, with SDGIX having a -1.13% return and WACPX slightly lower at -1.18%. Over the past 10 years, SDGIX has outperformed WACPX with an annualized return of 2.28%, while WACPX has yielded a comparatively lower 1.82% annualized return.
SDGIX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -1.13%
- 6M
- -0.48%
- 1Y
- 2.18%
- 3Y*
- 4.44%
- 5Y*
- 1.30%
- 10Y*
- 2.28%
WACPX
- 1D
- 0.55%
- 1M
- -3.07%
- YTD
- -1.18%
- 6M
- -0.12%
- 1Y
- 3.53%
- 3Y*
- 3.26%
- 5Y*
- -1.02%
- 10Y*
- 1.82%
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SDGIX vs. WACPX - Expense Ratio Comparison
SDGIX has a 0.53% expense ratio, which is higher than WACPX's 0.45% expense ratio.
Return for Risk
SDGIX vs. WACPX — Risk / Return Rank
SDGIX
WACPX
SDGIX vs. WACPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Fixed Income Fund (SDGIX) and Western Asset Core Plus Bond Fund Class I (WACPX). 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 | WACPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.86 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.25 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.28 | -0.27 |
Martin ratioReturn relative to average drawdown | 3.68 | 4.39 | -0.71 |
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 | WACPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.86 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | -0.14 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.30 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | 0.90 | +0.62 |
Correlation
The correlation between SDGIX and WACPX is 0.72, 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. WACPX - Dividend Comparison
SDGIX's dividend yield for the trailing twelve months is around 3.17%, less than WACPX's 4.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDGIX BNY Mellon Global Fixed Income Fund | 3.17% | 3.53% | 3.55% | 1.82% | 4.51% | 5.64% | 2.45% | 0.49% | 4.02% | 2.75% | 0.59% | 2.83% |
WACPX Western Asset Core Plus Bond Fund Class I | 4.39% | 4.70% | 4.80% | 4.88% | 3.46% | 2.99% | 4.12% | 4.98% | 4.01% | 3.30% | 4.77% | 3.19% |
Drawdowns
SDGIX vs. WACPX - Drawdown Comparison
The maximum SDGIX drawdown since its inception was -14.53%, smaller than the maximum WACPX drawdown of -25.86%. Use the drawdown chart below to compare losses from any high point for SDGIX and WACPX.
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Drawdown Indicators
| SDGIX | WACPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -25.86% | +11.33% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -3.60% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -14.53% | -25.46% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -14.53% | -25.86% | +11.33% |
Current DrawdownCurrent decline from peak | -2.48% | -9.63% | +7.15% |
Average DrawdownAverage peak-to-trough decline | -1.68% | -3.58% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 1.05% | -0.31% |
Volatility
SDGIX vs. WACPX - Volatility Comparison
The current volatility for BNY Mellon Global Fixed Income Fund (SDGIX) is 1.37%, while Western Asset Core Plus Bond Fund Class I (WACPX) has a volatility of 1.73%. This indicates that SDGIX experiences smaller price fluctuations and is considered to be less risky than WACPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDGIX | WACPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 1.73% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 2.78% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.35% | 4.72% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.88% | 7.39% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.45% | 6.15% | -2.70% |