Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBRCX (FEDERATED PRUDENT BEAR FUND CLASS C SHARES) | -7.44% | -17.54% | -13.84% | -10.65% | -14.15% | -14.52% | -11.52% | … | … |
Data as of 06/05/2026, Common starting date is 12/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBRCX (FEDERATED PRUDENT BEAR FUND CLASS C SHARES) | 12/15/1999 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | -17.54 | -13.84 | -10.65 | -14.15 | -14.52 | -11.52 | … | … | -7.44 | -13.68 | -21.81 | -19.19 | 17.09 | -24.52 | -23.46 | -20.64 | -6.59 | -16.41 | -14.01 | -5.42 | -15.42 | -27.93 | -17.57 | -8.39 | -13.87 | -19.12 | 26.10 | 12.66 | 8.29 | 1.43 | -14.89 | -11.00 | 52.87 | 3.52 | 29.72 | -4.14 |
| Sharpe Ratio | NA | -1.88 | -1.24 | -0.79 | -0.96 | NA | NA | … | … | -1.83 | -0.90 | -1.80 | -1.69 | 0.63 | -1.69 | -0.81 | -1.79 | -0.65 | -3.45 | -1.21 | -0.44 | -1.34 | -2.68 | -1.45 | -0.38 | -0.98 | -1.10 | 0.75 | 0.65 | 0.49 | -0.07 | -1.30 | -0.79 | 1.71 | 0.03 | 0.67 | -5.59 |
| Standard Deviation(%) | NA | 12.20 | 14.87 | 17.33 | 16.84 | NA | NA | … | … | 13.85 | 18.64 | 15.81 | 13.98 | 25.04 | 14.55 | 29.02 | 12.30 | 12.30 | 4.95 | 11.79 | 12.25 | 11.55 | 10.42 | 12.24 | 22.20 | 14.30 | 17.41 | 33.60 | 15.03 | 10.38 | 10.09 | 12.16 | 14.73 | 30.31 | 37.99 | 38.12 | 11.76 |
| Draw Down(%) | NA | 20.49 | 39.78 | 48.79 | 79.94 | NA | NA | … | … | 16.27 | 26.29 | 24.24 | 19.80 | 15.65 | 25.88 | 41.22 | 22.53 | 18.01 | 16.78 | 23.67 | 10.58 | 21.18 | 27.93 | 18.32 | 15.72 | 17.05 | 32.49 | 14.23 | 8.22 | 8.64 | 8.97 | 16.50 | 19.42 | 17.24 | 29.56 | 23.61 | 4.66 |
| Yield(%) | 0.00 | 6.17 | 7.50 | 4.01 | 0.76 | 2.23 | 2.63 | … | … | 0.00 | 6.02 | 8.71 | 10.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 21.80 | 3.02 | 2.92 | 0.85 | 0.00 | 4.21 | 0.00 | 0.00 | 5.34 | 3.59 |
Data as of 06/05/2026, Common starting date is 12/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRCX (FEDERATED PRUDENT BEAR FUND CLASS C SHARES) |
-22.89%
Dec 2018 – Dec 2021 |
-19.68%
Feb 2009 – Feb 2014 |
-17.50%
Sep 2011 – Sep 2021 |
-15.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRCX (FEDERATED PRUDENT BEAR FUND CLASS C SHARES) |
26.78%
Mar 2000 – Mar 2003 |
10.42%
Aug 2000 – Aug 2005 |
7.66%
Aug 2000 – Aug 2010 |
-1.45%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison Chart