Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBRIX (FEDERATED PRUDENT BEAR FUND INSTITUTIONAL SHARES) | -7.29% | -16.70% | -12.97% | -9.79% | -13.31% | -13.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBRIX (FEDERATED PRUDENT BEAR FUND INSTITUTIONAL SHARES) | 12/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.79 | -16.70 | -12.97 | -9.79 | -13.31 | -13.67 | NA | … | … | -7.29 | -12.89 | -11.85 | -18.35 | 18.16 | -23.78 | -22.72 | -19.78 | -5.64 | -15.61 | -13.30 | -4.39 | -14.61 | -27.25 | -16.59 | -7.56 | -12.98 | -18.24 | -1.62 |
| Sharpe Ratio | NA | -1.84 | -1.19 | -0.75 | -0.91 | NA | NA | … | … | -1.86 | -0.86 | -1.48 | -1.64 | 0.67 | -1.65 | -0.79 | -1.74 | -0.57 | -3.32 | -1.17 | -0.36 | -1.26 | -2.65 | -1.40 | -0.35 | -0.92 | -1.06 | -1.14 |
| Standard Deviation(%) | NA | 12.02 | 14.73 | 17.23 | 16.78 | NA | NA | … | … | 13.37 | 18.60 | 12.43 | 13.89 | 25.05 | 14.39 | 29.03 | 12.20 | 12.27 | 4.90 | 11.57 | 12.30 | 11.62 | 10.31 | 11.97 | 21.86 | 14.19 | 17.22 | 22.34 |
| Draw Down(%) | NA | 19.64 | 38.19 | 46.91 | 77.87 | NA | NA | … | … | 16.12 | 25.71 | 16.99 | 19.05 | 15.55 | 25.21 | 40.74 | 21.75 | 17.56 | 16.03 | 23.00 | 10.68 | 20.49 | 27.25 | 17.50 | 15.28 | 16.58 | 31.91 | 4.02 |
| Yield(%) | 0.00 | 5.62 | 6.85 | 3.73 | 0.79 | 2.43 | 1.20 | … | … | 0.00 | 5.51 | 7.85 | 9.45 | 0.00 | 0.00 | 0.00 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRIX (FEDERATED PRUDENT BEAR FUND INSTITUTIONAL SHARES) |
-22.11%
Dec 2018 – Dec 2021 |
-18.90%
Feb 2009 – Feb 2014 |
-16.69%
Sep 2011 – Sep 2021 |
-15.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBRIX (FEDERATED PRUDENT BEAR FUND INSTITUTIONAL SHARES) |
-4.15%
Mar 2022 – Mar 2025 |
-8.47%
Mar 2021 – Mar 2026 |
-11.47%
Apr 2015 – Apr 2025 |
-12.90%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart