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Bny Mellon S&p 500 Index Fund: (MF: PEOPX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$61.60 USD
-0.20 (-0.32%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.93 | 53 |
| 3 months | 10.80 | 20 |
| 6 months | 5.93 | 53 |
| 1 Year | 14.58 | 32 |
| 3 Year | 19.11 | 14 |
| 5 Year | 16.07 | 21 |
| 10 Year | 13.08 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.53 |
| Bear Market (10/07 - 2/09) | -51.21 |
| Bull Market (2/09 - 3/21) | 966.03 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.58 |
| 5 Year | 16.06 |
| 10 Year | 13.08 |
| Since Inception | 10.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.39 | 10.80 | NA | NA |
| 2024 | 10.42 | 4.15 | 5.75 | 2.27 |
| 2023 | 7.35 | 8.62 | -3.40 | 11.56 |
| 2022 | -4.70 | -16.21 | -5.02 | 7.43 |
| 2021 | 6.05 | 8.41 | 0.44 | 10.90 |
| 2020 | -19.75 | 20.40 | 8.80 | 12.02 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.93 | 24.39 | 25.68 | -18.53 | 28.08 | 17.76 | 30.87 | -4.86 | 21.26 | 11.33 | 0.92 |
| % Total Return Rel to Index | -0.27 | -0.63 | -0.56 | -0.32 | -0.60 | -0.63 | -0.61 | -0.47 | -0.53 | -0.60 | -0.46 |
| % Total Return Rel to Peer | -0.32 | 8.55 | 10.40 | -7.74 | 3.74 | 9.55 | 5.23 | 2.69 | 3.85 | 0.01 | 4.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.56 | 0.59 | 0.62 | 0.58 | 0.75 | 0.84 | 0.84 | 0.86 | 0.90 | 0.86 |
| % Yield | 0.00 | 0.84 | 0.94 | 1.22 | 0.82 | 1.21 | 1.41 | 1.58 | 1.40 | 1.61 | 1.59 |
| Capital Gains ($) | 0.00 | 5.41 | 3.16 | 4.52 | 7.14 | 5.56 | 6.38 | 6.49 | 4.12 | 4.39 | 2.92 |
| Expense Ratio | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%