PEOPX Performance — BNY Mellon S&P 500 Index Fund
Data updated: 2026-09-24
PEOPX returned +9.82% year to date and +18.93% over one year to Jul 2026. Annualised returns are +18.73% over 3 years and +12.29% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $167, against $153 for the category, and to $119 over one year, against $116. Volatility over the past three years was 13.05% a year. In the 12 months to Jul 2026 the fund lost a net $5.2M, and assets reached $2.69B.
PEOPX Growth of $100
What $100 invested in BNY Mellon S&P 500 Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | PEOPX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $119 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $167 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $179 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $270 | $226 |
PEOPX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.82% |
| 1 year | +18.93% |
| 3 years (annualised) | +18.73% |
| 5 years (annualised) | +12.29% |
PEOPX Annual Returns
Calendar-year total returns of BNY Mellon S&P 500 Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +9.82% |
| 2025 | +17.26% |
| 2024 | +24.42% |
| 2023 | +25.69% |
| 2022 | −18.55% |
| 2021 | +28.09% |
| 2020 | +17.77% |
| 2019 (Aug–Dec) | +9.16% |
PEOPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | −0.8% | −5.0% | +10.4% | +5.2% | −1.0% | −0.1% | — | — | — | — | — |
| 2025 | +2.7% | −1.4% | −5.7% | −0.7% | +6.2% | +5.0% | +2.2% | +2.0% | +3.6% | +2.3% | +0.2% | 0.0% |
| 2024 | +1.7% | +5.3% | +3.2% | −4.1% | +4.9% | +3.5% | +1.2% | +2.4% | +2.1% | −0.9% | +5.8% | −2.4% |
| 2023 | +6.2% | −2.5% | +3.6% | +1.5% | +0.4% | +6.6% | +3.2% | −1.6% | −4.8% | −2.1% | +9.1% | +4.5% |
| 2022 | −5.2% | −3.0% | +3.7% | −8.8% | +0.2% | −8.3% | +9.2% | −4.1% | −9.2% | +8.1% | +5.5% | −5.8% |
| 2021 | −1.0% | +2.7% | +4.3% | +5.3% | +0.7% | +2.3% | +2.3% | +3.0% | −4.7% | +7.0% | −0.7% | +4.5% |
| 2020 | −0.1% | −8.3% | −12.4% | +12.8% | +4.7% | +1.9% | +5.6% | +7.1% | −3.8% | −2.7% | +10.9% | +3.8% |
| 2019 | — | — | — | — | — | — | — | −1.6% | +1.8% | +2.1% | +3.6% | +3.0% |
PEOPX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.05%
- 3-year Sharpe ratio: 1.09 (vs 4.5% risk-free rate)
- Best month: +10.45% (Apr 2026)
- Worst month: −5.67% (Mar 2025)
PEOPX Fund Flows
Monthly money in and out of BNY Mellon S&P 500 Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$5.2M
- 12-month gross sales (incl. reinvestments): $474.6M
- Sales ÷ redemptions: 0.99×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $12.7M | $29.6M | −$16.8M |
| Jun 2026 | $13.6M | $31.1M | −$17.6M |
| May 2026 | $18.2M | $98.4M | −$80.2M |
| Apr 2026 | $16.5M | $30.9M | −$14.5M |
| Mar 2026 | $77.6M | $38.6M | $39.0M |
| Feb 2026 | $15.1M | $26.7M | −$11.6M |
| Jan 2026 | $18.7M | $38.5M | −$19.8M |
| Dec 2025 | $248.4M | $50.4M | $198.0M |
| Nov 2025 | $11.9M | $27.4M | −$15.5M |
| Oct 2025 | $14.1M | $41.1M | −$27.0M |
| Sep 2025 | $16.7M | $41.7M | −$25.0M |
| Aug 2025 | $11.2M | $25.3M | −$14.2M |
PEOPX Assets Under Management
Net assets of BNY Mellon S&P 500 Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $2.69B |
| 2026-04-30 | $2.70B |
| 2026-01-31 | $2.58B |
| 2025-10-31 | $2.62B |
| 2025-07-31 | $2.49B |
| 2025-04-30 | $2.22B |
| 2025-01-31 | $2.46B |
| 2024-10-31 | $2.41B |
| 2024-07-31 | $2.39B |
| 2024-04-30 | $2.24B |
| 2024-01-31 | $2.20B |
| 2023-10-31 | $1.94B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.