BNY Mellon S&P 500 Index Fund (PEOPX)
To pursue its goal, the fund generally is fully invested in stocks included in the S&P 500 Index and in futures whose performance is tied to the index. It generally invests in all 500 stocks in the S&P 500 Index in proportion to their weighting in the index. The S&P 500 Index is an unmanaged index of 500 common stocks chosen to reflect the industries of the U.S. economy and is often considered a proxy for the stock market in general. The fund is non-diversified.
Fund Info
US09661L3024
09661L302
Jan 2, 1990
$2,500
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BNY Mellon S&P 500 Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BNY Mellon S&P 500 Index Fund had a return of 25.70% year-to-date (YTD) and 24.04% in the last 12 months. Over the past 10 years, BNY Mellon S&P 500 Index Fund had an annualized return of 2.92%, while the S&P 500 had an annualized return of 11.16%, indicating that BNY Mellon S&P 500 Index Fund did not perform as well as the benchmark.
PEOPX
25.70%
1.74%
13.39%
24.04%
4.28%
2.92%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of PEOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.65% | 5.28% | 3.19% | -4.12% | 4.90% | 3.54% | 1.18% | 2.39% | 2.09% | -0.95% | 25.70% | ||
| 2023 | 6.24% | -2.48% | 3.63% | 1.54% | 0.38% | 6.58% | 3.16% | -1.62% | -4.82% | -2.14% | 9.09% | -1.60% | 18.34% |
| 2022 | -5.23% | -3.03% | 3.69% | -8.76% | 0.15% | -8.30% | 9.18% | -4.14% | -9.25% | 8.06% | 5.54% | -14.70% | -26.23% |
| 2021 | -1.04% | 2.71% | 4.34% | 5.30% | 0.68% | 2.27% | 2.34% | 2.99% | -4.70% | 6.96% | -0.73% | -6.81% | 14.27% |
| 2020 | -0.10% | -8.27% | -12.42% | 12.78% | 4.72% | 1.95% | 5.61% | 7.13% | -3.83% | -1.51% | 9.58% | -6.20% | 6.42% |
| 2019 | 7.96% | 3.16% | 1.90% | 4.01% | -6.40% | 7.02% | 1.38% | -1.63% | 1.85% | 2.44% | 3.27% | -8.57% | 16.18% |
| 2018 | 5.68% | -3.73% | -2.60% | 0.35% | 2.36% | 0.56% | 3.69% | 3.22% | 0.52% | -7.88% | 3.12% | -20.86% | -17.20% |
| 2017 | 1.85% | 3.93% | 0.06% | 0.99% | 1.36% | 0.59% | 2.02% | 0.26% | 2.03% | 2.29% | 3.04% | -6.04% | 12.70% |
| 2016 | -5.04% | -0.17% | 6.71% | 0.35% | 1.75% | 0.20% | 3.65% | 0.10% | -0.02% | -1.87% | 3.66% | -6.46% | 2.15% |
| 2015 | -3.06% | 5.71% | -1.64% | 0.92% | 1.24% | -1.97% | 2.09% | -6.08% | -2.50% | 8.38% | 0.26% | -7.08% | -4.71% |
| 2014 | -3.50% | 4.54% | 0.79% | 0.70% | 2.30% | 2.01% | -1.40% | 3.94% | -1.44% | 2.41% | 2.65% | -5.32% | 7.43% |
| 2013 | 5.15% | 1.34% | 3.69% | 1.88% | 2.31% | -1.38% | 5.02% | -2.92% | 3.08% | 4.56% | 3.00% | 0.40% | 29.07% |
Expense Ratio
PEOPX features an expense ratio of 0.50%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PEOPX is 48, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BNY Mellon S&P 500 Index Fund provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.60 | $0.62 | $0.58 | $0.75 | $0.85 | $0.84 | $0.86 | $0.91 | $0.87 | $0.83 | $0.74 |
Dividend yield | 0.93% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% | 1.51% |
Monthly Dividends
The table displays the monthly dividend distributions for BNY Mellon S&P 500 Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.86 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.83 |
| 2013 | $0.74 | $0.74 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the BNY Mellon S&P 500 Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BNY Mellon S&P 500 Index Fund was 55.51%, occurring on Mar 9, 2009. Recovery took 974 trading sessions.
The current BNY Mellon S&P 500 Index Fund drawdown is 0.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.51% | Oct 10, 2007 | 354 | Mar 9, 2009 | 974 | Jan 22, 2013 | 1328 |
| -48.09% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1052 | Dec 14, 2006 | 1686 |
| -39.67% | Sep 21, 2018 | 377 | Mar 23, 2020 | 179 | Dec 4, 2020 | 556 |
| -34.38% | Dec 13, 2021 | 263 | Dec 28, 2022 | — | — | — |
| -20.02% | Dec 29, 2014 | 283 | Feb 11, 2016 | 210 | Dec 9, 2016 | 493 |
Volatility
Volatility Chart
The current BNY Mellon S&P 500 Index Fund volatility is 3.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.