Find A Portfolio/Ticker
Comparison Box
GRZZX: GRIZZLY SHORT FUND NO LOAD (MUTUAL FUND)
Basic Info 5.38 0.02(0.37%) May 19
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/19/2000 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 6.29% |
| Expenses | 2.81% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/19/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | -3.2 | -7.5 | -9.7 | -16.0 | -13.3 | -14.5 | -10.5 | -8.5 | -6.7 | -18.7 | 22.4 | -15.9 | -41.3 | -29.4 | 0.5 | -19.8 | -14.4 | 3.8 | -11.0 | -26.6 | -21.1 | -1.9 | -23.2 | -47.2 | 79.0 | 25.5 | 8.3 | 4.0 | -14.2 | -30.8 | 15.5 | 19.3 | 17.0 |
| Sharpe Ratio | NA | -0.44 | -0.7 | -0.71 | -0.88 | -0.71 | NA | NA | -0.41 | -0.96 | -1.38 | 0.73 | -1.13 | -1.13 | -1.82 | -0.05 | -2.36 | -0.74 | 0.22 | -0.81 | -1.98 | -1.22 | -0.07 | -1.07 | -1.18 | 1.66 | 1.06 | 0.32 | 0.14 | -1.0 | -1.7 | 0.47 | 0.53 | 0.77 |
| Draw Down(%) | NA | 17.4 | 17.4 | 34.8 | 58.7 | 82.4 | NA | NA | 96.7 | 16.3 | 19.7 | 18.5 | 21.8 | 59.9 | 31.5 | 18.5 | 20.3 | 30.7 | 13.7 | 15.9 | 26.6 | 22.9 | 19.9 | 26.2 | 60.0 | 26.7 | 8.9 | 9.3 | 11.4 | 19.1 | 38.2 | 22.4 | 26.5 | 23.8 |
| Standard Deviation(%) | NA | 27.9 | 20.3 | 20.7 | 21.1 | 21.0 | NA | NA | 24.1 | 13.9 | 16.8 | 28.9 | 14.1 | 36.7 | 17.0 | 16.9 | 8.7 | 19.7 | 17.4 | 13.7 | 13.5 | 17.5 | 28.0 | 21.7 | 40.0 | 46.8 | 21.3 | 15.8 | 12.5 | 15.2 | 18.5 | 30.6 | 32.3 | 38.9 |
| Treynor Ratio | NA | 0.13 | 0.15 | 0.14 | 0.17 | 0.14 | NA | NA | 0.09 | 0.14 | 0.2 | -0.19 | 0.17 | 0.42 | 0.25 | 0.01 | 0.2 | 0.11 | -0.04 | 0.11 | 0.25 | 0.17 | 0.02 | 0.21 | 0.34 | -0.71 | -0.2 | -0.05 | -0.02 | 0.12 | 0.3 | -0.12 | -0.13 | -0.26 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.09 | -0.01 | -0.02 | -0.01 | 0.01 | 0.03 | 0.01 | 0.01 | -0.01 | 0.03 | -0.02 | -0.06 | 0.1 | 0.1 | 0.07 | 0.03 | 0.0 | -0.02 | -0.03 | 0.02 | 0.02 |
| Beta | NA | -0.97 | -0.97 | -1.05 | -1.07 | -1.04 | NA | NA | -1.12 | -0.95 | -1.14 | -1.12 | -0.94 | -0.99 | -1.23 | -0.93 | -1.03 | -1.34 | -1.01 | -1.04 | -1.09 | -1.24 | -1.12 | -1.12 | -1.37 | -1.09 | -1.13 | -1.0 | -0.99 | -1.24 | -1.07 | -1.16 | -1.34 | -1.15 |
| RSquared | NA | 0.95 | 0.91 | 0.89 | 0.86 | 0.86 | NA | NA | 0.84 | 0.79 | 0.85 | 0.94 | 0.84 | 0.87 | 0.84 | 0.86 | 0.7 | 0.84 | 0.79 | 0.81 | 0.84 | 0.87 | 0.95 | 0.93 | 0.93 | 0.9 | 0.72 | 0.44 | 0.7 | 0.87 | 0.91 | 0.91 | 0.86 | 0.41 |
| Yield(%) | N/A | 0.0 | 6.3 | 3.8 | 1.4 | 0.4 | 0.1 | 2.8 | N/A | 8.7 | 5.1 | 0.0 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.2 | 20.2 | 24.6 | 9.3 | 0.3 | 0.0 | 12.4 | 11.8 | 15.5 |
| Dividend Growth(%) | N/A | -100.0 | -22.0 | 521.6 | 521.6 | -98.1 | N/A | N/A | N/A | 32.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -38.3 | -31.8 | 144.4 | 2639.1 | N/A | -100.0 | 8.8 | -20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Bear Market Asset Class Trend Rankings |
Top Rated Funds in Bear Market
Best Mutual Funds
- PSTIX (STOCKSPLUS TR SHORT STRATEGY FUND INSTITUTIONAL) 0.14% (100%)
- BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) 0.22% (98%)
- GRZZX (GRIZZLY SHORT FUND NO LOAD) 0.37% (97%)
- RYURX (INVERSE S&P 500 STRATEGY FUND INVESTOR CLASS) 0.10% (95%)
- BRPIX (BEAR PROFUND BEAR PROFUND INVESTOR CLASS) 0.09% (93%)
- CPCRX (COMSTOCK CAPITAL VALUE FUND RETAIL CLASS I) 0.0% (92%)
- URPIX (ULTRABEAR PROFUND ULTRABEAR PROFUND INVESTOR CLASS) 0.11% (90%)
- SHPIX (SHORT SMALL-CAP PROFUND SHORT SMALL-CAP PROFUND INVESTOR CLASS) 0.46% (88%)
- RYAIX (INVERSE NASDAQ-100 STRATEGY FUND INVESTOR CLASS) 0.09% (87%)
- UIPIX (ULTRASHORT MID-CAP PROFUND ULTRASHORT MID-CAP PROFUND INVESTOR CLASS) 0.76% (85%)
Best ETFs
* Day change on 05/19/2025.Latest Articles Related to GRZZX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
