PEOPX vs. PGROX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Worldwide Growth Fund (PGROX).
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. PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993.
Performance
PEOPX vs. PGROX - Performance Comparison
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PEOPX vs. PGROX - 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% |
PGROX BNY Mellon Worldwide Growth Fund | -6.54% | 13.46% | 7.88% | 22.40% | -17.75% | 23.85% | 24.43% | 34.92% | -8.66% | 27.05% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly higher than PGROX's -6.54% return. Over the past 10 years, PEOPX has outperformed PGROX with an annualized return of 13.41%, while PGROX has yielded a comparatively lower 11.17% 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%
PGROX
- 1D
- 3.08%
- 1M
- -5.66%
- YTD
- -6.54%
- 6M
- -5.12%
- 1Y
- 9.20%
- 3Y*
- 8.88%
- 5Y*
- 6.33%
- 10Y*
- 11.17%
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PEOPX vs. PGROX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than PGROX's 1.13% expense ratio.
Return for Risk
PEOPX vs. PGROX — Risk / Return Rank
PEOPX
PGROX
PEOPX vs. PGROX - 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 Worldwide Growth Fund (PGROX). 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 | PGROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.56 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.94 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.85 | +0.63 |
Martin ratioReturn relative to average drawdown | 7.05 | 3.20 | +3.85 |
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 | PGROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.56 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.36 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.63 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.54 | -0.07 |
Correlation
The correlation between PEOPX and PGROX is 0.89, 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. PGROX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, less than PGROX's 18.96% 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% |
PGROX BNY Mellon Worldwide Growth Fund | 18.96% | 17.72% | 11.89% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 13.96% | 13.45% | 8.19% | 8.46% |
Drawdowns
PEOPX vs. PGROX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than PGROX's maximum drawdown of -47.75%. Use the drawdown chart below to compare losses from any high point for PEOPX and PGROX.
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Drawdown Indicators
| PEOPX | PGROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -47.75% | -9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.70% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -26.99% | +2.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -30.17% | -3.68% |
Current DrawdownCurrent decline from peak | -6.32% | -8.79% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -8.50% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.12% | -0.58% |
Volatility
PEOPX vs. PGROX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 5.34%, while BNY Mellon Worldwide Growth Fund (PGROX) has a volatility of 5.73%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than PGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | PGROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.73% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.69% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 17.58% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 17.72% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 17.92% | +0.03% |