PEOPX vs. MPBFX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Bond Fund (MPBFX).
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. MPBFX is managed by BNY Mellon. It was launched on Oct 2, 2000.
Performance
PEOPX vs. MPBFX - Performance Comparison
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PEOPX vs. MPBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -7.16% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
MPBFX BNY Mellon Bond Fund | -0.45% | 7.20% | 1.08% | 5.48% | -13.55% | -1.50% | 7.87% | 8.82% | -0.53% | 3.91% |
Returns By Period
In the year-to-date period, PEOPX achieves a -7.16% return, which is significantly lower than MPBFX's -0.45% return. Over the past 10 years, PEOPX has outperformed MPBFX with an annualized return of 13.08%, while MPBFX has yielded a comparatively lower 1.59% annualized return.
PEOPX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.16%
- 6M
- -4.79%
- 1Y
- 13.93%
- 3Y*
- 16.69%
- 5Y*
- 10.90%
- 10Y*
- 13.08%
MPBFX
- 1D
- 0.46%
- 1M
- -2.14%
- YTD
- -0.45%
- 6M
- 0.48%
- 1Y
- 3.85%
- 3Y*
- 3.30%
- 5Y*
- -0.07%
- 10Y*
- 1.59%
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PEOPX vs. MPBFX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than MPBFX's 0.55% expense ratio.
Return for Risk
PEOPX vs. MPBFX — Risk / Return Rank
PEOPX
MPBFX
PEOPX vs. MPBFX - 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 Bond Fund (MPBFX). 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 | MPBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.95 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.37 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.80 | -0.79 |
Martin ratioReturn relative to average drawdown | 4.91 | 5.19 | -0.28 |
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 | MPBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.95 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | -0.01 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.33 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.84 | -0.38 |
Correlation
The correlation between PEOPX and MPBFX is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PEOPX vs. MPBFX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 11.15%, more than MPBFX's 3.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 11.15% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
MPBFX BNY Mellon Bond Fund | 3.53% | 3.82% | 3.70% | 3.17% | 2.86% | 2.33% | 4.64% | 2.87% | 3.00% | 2.89% | 3.12% | 2.77% |
Drawdowns
PEOPX vs. MPBFX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than MPBFX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for PEOPX and MPBFX.
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Drawdown Indicators
| PEOPX | MPBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -18.40% | -39.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -2.58% | -9.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -18.40% | -6.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -18.40% | -15.45% |
Current DrawdownCurrent decline from peak | -8.97% | -3.18% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -2.40% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.90% | +1.61% |
Volatility
PEOPX vs. MPBFX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 4.24% compared to BNY Mellon Bond Fund (MPBFX) at 1.60%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than MPBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | MPBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 1.60% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 2.50% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 4.21% | +13.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 5.83% | +11.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 4.82% | +13.11% |