PEOPX vs. NICSX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and Nicholas Fund (NICSX).
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. NICSX is managed by Nicholas. It was launched on Jul 14, 1969.
Performance
PEOPX vs. NICSX - Performance Comparison
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PEOPX vs. NICSX - 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% |
NICSX Nicholas Fund | -8.17% | 4.45% | 11.80% | 34.17% | -18.15% | 26.58% | 18.91% | 33.68% | -3.71% | 17.55% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly higher than NICSX's -8.17% return. Over the past 10 years, PEOPX has outperformed NICSX with an annualized return of 13.41%, while NICSX has yielded a comparatively lower 10.54% 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%
NICSX
- 1D
- 2.62%
- 1M
- -5.25%
- YTD
- -8.17%
- 6M
- -8.13%
- 1Y
- -0.40%
- 3Y*
- 9.56%
- 5Y*
- 7.19%
- 10Y*
- 10.54%
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PEOPX vs. NICSX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than NICSX's 0.71% expense ratio.
Return for Risk
PEOPX vs. NICSX — Risk / Return Rank
PEOPX
NICSX
PEOPX vs. NICSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and Nicholas Fund (NICSX). 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 | NICSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | -0.00 | +0.95 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.12 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.02 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.03 | +1.45 |
Martin ratioReturn relative to average drawdown | 7.05 | 0.11 | +6.94 |
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 | NICSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | -0.00 | +0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.42 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.63 | -0.16 |
Correlation
The correlation between PEOPX and NICSX is 0.91, 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
PEOPX vs. NICSX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than NICSX's 10.04% 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% |
NICSX Nicholas Fund | 10.04% | 9.22% | 3.97% | 6.81% | 2.26% | 11.84% | 6.76% | 8.13% | 5.38% | 15.55% | 3.63% | 6.19% |
Drawdowns
PEOPX vs. NICSX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than NICSX's maximum drawdown of -50.20%. Use the drawdown chart below to compare losses from any high point for PEOPX and NICSX.
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Drawdown Indicators
| PEOPX | NICSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -50.20% | -7.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.20% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -25.32% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -33.44% | -0.41% |
Current DrawdownCurrent decline from peak | -6.32% | -10.65% | +4.33% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -7.66% | -2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.77% | -1.23% |
Volatility
PEOPX vs. NICSX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 5.34% compared to Nicholas Fund (NICSX) at 5.07%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than NICSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | NICSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.07% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.24% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 17.13% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 17.37% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 17.95% | 0.00% |