PGROX vs. PEOPX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and BNY Mellon S&P 500 Index Fund (PEOPX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. 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.
Performance
PGROX vs. PEOPX - Performance Comparison
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PGROX vs. PEOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, PGROX achieves a -6.54% return, which is significantly lower than PEOPX's -4.45% return. Over the past 10 years, PGROX has underperformed PEOPX with an annualized return of 11.17%, while PEOPX has yielded a comparatively higher 13.41% annualized return.
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%
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%
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PGROX vs. PEOPX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than PEOPX's 0.50% expense ratio.
Return for Risk
PGROX vs. PEOPX — Risk / Return Rank
PGROX
PEOPX
PGROX vs. PEOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) and BNY Mellon S&P 500 Index Fund (PEOPX). 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.
| PGROX | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.95 | -0.39 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.45 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.48 | -0.63 |
Martin ratioReturn relative to average drawdown | 3.20 | 7.05 | -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
| PGROX | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.95 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.67 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.47 | +0.07 |
Correlation
The correlation between PGROX and PEOPX 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
PGROX vs. PEOPX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, more than PEOPX's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
PGROX vs. PEOPX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, smaller than the maximum PEOPX drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for PGROX and PEOPX.
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Drawdown Indicators
| PGROX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -57.45% | +9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -12.13% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -24.79% | -2.20% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -33.85% | +3.68% |
Current DrawdownCurrent decline from peak | -8.79% | -6.32% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -10.56% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.54% | +0.58% |
Volatility
PGROX vs. PEOPX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 5.73% compared to BNY Mellon S&P 500 Index Fund (PEOPX) at 5.34%. This indicates that PGROX's price experiences larger fluctuations and is considered to be riskier than PEOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGROX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.34% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.53% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 18.32% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 16.92% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 17.95% | -0.03% |