PEOPX vs. DNLAX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Natural Resources Fund Class A (DNLAX).
PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. DNLAX is managed by BNY Mellon. It was launched on Oct 31, 2003.
Performance
PEOPX vs. DNLAX - Performance Comparison
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PEOPX vs. DNLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
DNLAX BNY Mellon Natural Resources Fund Class A | 24.60% | 14.75% | 0.86% | 1.33% | 33.83% | 38.00% | 6.30% | 16.33% | -17.78% | 13.69% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than DNLAX's 24.60% return. Over the past 10 years, PEOPX has underperformed DNLAX with an annualized return of 13.41%, while DNLAX has yielded a comparatively higher 14.25% annualized return.
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
DNLAX
- 1D
- 1.61%
- 1M
- -0.73%
- YTD
- 24.60%
- 6M
- 33.31%
- 1Y
- 48.70%
- 3Y*
- 14.47%
- 5Y*
- 17.85%
- 10Y*
- 14.25%
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PEOPX vs. DNLAX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than DNLAX's 1.14% expense ratio.
Return for Risk
PEOPX vs. DNLAX — Risk / Return Rank
PEOPX
DNLAX
PEOPX vs. DNLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Natural Resources Fund Class A (DNLAX). 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.
| PEOPX | DNLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.87 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.34 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.36 | -0.89 |
Martin ratioReturn relative to average drawdown | 7.05 | 10.73 | -3.68 |
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
| PEOPX | DNLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.87 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.37 | +0.10 |
Correlation
The correlation between PEOPX and DNLAX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PEOPX vs. DNLAX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than DNLAX's 1.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
DNLAX BNY Mellon Natural Resources Fund Class A | 1.76% | 2.19% | 7.75% | 12.54% | 9.80% | 5.04% | 0.91% | 1.95% | 1.53% | 0.40% | 1.26% | 0.98% |
Drawdowns
PEOPX vs. DNLAX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, smaller than the maximum DNLAX drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for PEOPX and DNLAX.
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Drawdown Indicators
| PEOPX | DNLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -69.14% | +11.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -20.87% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -32.37% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -54.45% | +20.60% |
Current DrawdownCurrent decline from peak | -6.32% | -0.73% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -21.71% | +11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 4.60% | -2.06% |
Volatility
PEOPX vs. DNLAX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 5.34%, while BNY Mellon Natural Resources Fund Class A (DNLAX) has a volatility of 6.24%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than DNLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | DNLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.24% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 15.26% | -5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 26.60% | -8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 25.95% | -9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 25.58% | -7.63% |