Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) | -6.93% | -9.91% | -12.99% | -12.80% | -12.70% | -14.24% | -9.57% | -7.72% |
Data as of 07/18/2025, AR inception is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) | 09/25/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | -9.91 | -12.99 | -12.80 | -12.70 | -14.24 | -9.57 | -7.72 | -6.93 | -12.22 | -18.68 | 17.96 | -23.89 | -22.95 | -19.95 | -5.96 | -15.76 | -13.41 | -4.46 | -15.15 | -27.27 | -17.18 | -7.61 | -13.21 | -18.54 | 27.23 | 13.41 | 9.11 | 2.02 | -14.13 | -10.44 | 62.88 | 7.36 | 30.46 | -23.40 | -34.08 | -4.33 | -3.67 |
| Sharpe Ratio | NA | -0.67 | -0.94 | -0.84 | -0.83 | NA | NA | -0.44 | -0.68 | -1.51 | -1.65 | 0.67 | -1.66 | -0.80 | -1.74 | -0.59 | -3.36 | -1.17 | -0.37 | -1.31 | -2.61 | -1.43 | -0.34 | -0.93 | -1.07 | 0.78 | 0.70 | 0.56 | -0.01 | -1.25 | -0.75 | 2.04 | 0.14 | 0.70 | -1.24 | -1.12 | -0.36 | -1.57 |
| Standard Deviation(%) | NA | 19.56 | 17.42 | 18.00 | 16.91 | NA | NA | 20.49 | 22.97 | 12.46 | 13.99 | 24.98 | 14.38 | 29.01 | 12.31 | 12.30 | 4.90 | 11.61 | 12.21 | 11.56 | 10.46 | 12.15 | 22.22 | 14.30 | 17.35 | 33.57 | 15.05 | 10.47 | 10.29 | 12.09 | 14.76 | 30.24 | 37.89 | 37.77 | 21.42 | 33.29 | 21.97 | 10.50 |
| Draw Down(%) | NA | 20.66 | 38.51 | 50.38 | 77.43 | NA | NA | 93.23 | 20.66 | 17.26 | 19.28 | 15.56 | 25.36 | 40.87 | 21.97 | 17.66 | 16.19 | 23.19 | 10.43 | 20.71 | 27.27 | 18.09 | 15.56 | 16.81 | 32.08 | 14.13 | 8.18 | 8.49 | 9.06 | 16.00 | 19.17 | 17.13 | 29.32 | 23.40 | 24.60 | 45.38 | 22.98 | 9.14 |
| Yield(%) | 0.00 | 8.73 | 5.03 | 2.31 | 6.20 | 1.61 | 2.99 | 1.98 | 0.00 | 7.86 | 9.52 | 0.00 | 0.00 | 0.00 | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 20.99 | 3.42 | 3.55 | 1.09 | 0.00 | 4.65 | 9.75 | 2.87 | 6.41 | 2.91 | 2.50 | 2.73 | 1.69 |
Data as of 07/18/2025, AR inception is 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) |
-22.88%
Mar 1997 - Mar 2000 |
-19.11%
Feb 2009 - Feb 2014 |
-16.92%
Sep 2011 - Sep 2021 |
-15.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEARX (FEDERATED PRUDENT BEAR FUND CLASS A SHARES) |
31.64%
Dec 1999 - Dec 2002 |
13.13%
Aug 2000 - Aug 2005 |
10.19%
Jun 1999 - Jun 2009 |
0.15%
Jun 1999 - Jun 2014 |
Annualized Rolling Returns Comparison Chart