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BEARX: FEDERATED PRUDENT BEAR FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 3.55 0.12(3.50%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 09/25/1996 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.55% |
| Expenses | 3.46% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -7.1 | -16.7 | -13.1 | -10.1 | -13.5 | -13.8 | -10.9 | -7.8 | -13.0 | -12.2 | -18.7 | 18.0 | -23.9 | -22.9 | -20.0 | -6.0 | -15.8 | -13.4 | -4.5 | -15.2 | -27.3 | -17.2 | -7.6 | -13.2 | -18.5 | 27.2 | 13.4 | 9.1 | 2.0 | -14.1 | -10.4 | 62.9 | 7.4 | 30.5 | -23.4 | -34.1 | -4.3 | -3.7 |
| Sharpe Ratio | NA | -1.87 | -1.84 | -1.2 | -0.76 | -0.92 | NA | NA | -0.46 | -0.86 | -1.51 | -1.65 | 0.67 | -1.66 | -0.8 | -1.74 | -0.59 | -3.36 | -1.17 | -0.37 | -1.31 | -2.61 | -1.43 | -0.34 | -0.93 | -1.07 | 0.78 | 0.7 | 0.56 | -0.01 | -1.25 | -0.75 | 2.04 | 0.14 | 0.7 | -1.24 | -1.12 | -0.36 | -1.57 |
| Draw Down(%) | NA | 16.1 | 19.6 | 38.5 | 47.3 | 78.4 | NA | NA | 94.2 | 25.8 | 17.3 | 19.3 | 15.6 | 25.4 | 40.9 | 22.0 | 17.7 | 16.2 | 23.2 | 10.4 | 20.7 | 27.3 | 18.1 | 15.6 | 16.8 | 32.1 | 14.1 | 8.2 | 8.5 | 9.1 | 16.0 | 19.2 | 17.1 | 29.3 | 23.4 | 24.6 | 45.4 | 23.0 | 9.1 |
| Standard Deviation(%) | NA | 13.2 | 12.1 | 14.8 | 17.2 | 16.8 | NA | NA | 20.3 | 18.7 | 12.5 | 14.0 | 25.0 | 14.4 | 29.0 | 12.3 | 12.3 | 4.9 | 11.6 | 12.2 | 11.6 | 10.5 | 12.2 | 22.2 | 14.3 | 17.4 | 33.6 | 15.1 | 10.5 | 10.3 | 12.1 | 14.8 | 30.2 | 37.9 | 37.8 | 21.4 | 33.3 | 22.0 | 10.5 |
| Treynor Ratio | NA | 0.26 | 0.23 | 0.19 | 0.13 | 0.18 | NA | NA | 0.1 | 0.17 | 0.2 | 0.23 | -0.17 | 0.24 | 0.29 | 0.23 | 0.11 | 0.27 | 0.17 | 0.06 | 0.16 | 0.31 | 0.2 | 0.09 | 0.18 | 0.31 | -0.33 | -0.12 | -0.08 | 0.0 | 0.18 | 0.15 | -0.58 | -0.03 | -0.18 | 0.26 | 0.26 | 0.07 | 0.29 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.04 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.06 | 0.06 | 0.01 | -0.02 | 0.04 | 0.12 | -0.03 | 0.05 | -0.03 | -0.05 | 0.08 | -0.01 |
| Beta | NA | -0.93 | -0.97 | -0.95 | -0.98 | -0.88 | NA | NA | -0.93 | -0.96 | -0.95 | -1.01 | -1.0 | -1.02 | -0.8 | -0.94 | -0.69 | -0.62 | -0.81 | -0.74 | -0.92 | -0.88 | -0.89 | -0.9 | -0.74 | -0.6 | -0.79 | -0.85 | -0.75 | -0.8 | -0.85 | -0.74 | -1.06 | -1.57 | -1.43 | -1.04 | -1.43 | -1.08 | -0.58 |
| RSquared | NA | 0.96 | 0.95 | 0.97 | 0.97 | 0.93 | NA | NA | 0.78 | 0.98 | 0.96 | 0.96 | 0.98 | 0.94 | 0.92 | 0.93 | 0.89 | 0.8 | 0.88 | 0.85 | 0.88 | 0.91 | 0.92 | 0.97 | 0.94 | 0.94 | 0.93 | 0.81 | 0.58 | 0.68 | 0.65 | 0.68 | 0.78 | 0.85 | 0.83 | 0.71 | 0.71 | 0.63 | 0.26 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 7.9 | 9.5 | 0.0 | 0.0 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 21.0 | 3.4 | 3.6 | 1.1 | 0.0 | 4.7 | 9.7 | 2.9 | 6.4 | 2.9 | 2.5 | 2.7 | 1.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -44.7 | -40.5 | 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 | 591.2 | 1.6 | 229.3 | N/A | -100.0 | -27.6 | 235.8 | -41.5 | 62.5 | -26.5 | -16.6 | 55.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1995
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