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PBRIX: FEDERATED PRUDENT BEAR FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 3.69 0.11(3.07%) June 05
| Asset Class: | Bear Market |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 12/10/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 5.62% |
| Expenses | 3.46% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | -7.3 | -16.7 | -13.0 | -9.9 | -13.3 | -13.6 | -13.9 | -12.9 | -11.9 | -18.4 | 18.2 | -23.8 | -22.7 | -19.8 | -5.6 | -15.6 | -13.3 | -4.4 | -14.6 | -27.2 | -16.6 | -7.6 | -13.0 | -18.2 | -1.6 |
| Sharpe Ratio | NA | -1.34 | -1.56 | -1.1 | -0.72 | -0.89 | NA | -0.94 | -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 | -1.4 | -0.35 | -0.92 | -1.06 | -1.14 |
| Draw Down(%) | NA | 16.6 | 19.4 | 38.5 | 47.2 | 78.0 | NA | 94.0 | 25.7 | 17.0 | 19.0 | 15.6 | 25.2 | 40.7 | 21.8 | 17.6 | 16.0 | 23.0 | 10.7 | 20.5 | 27.2 | 17.5 | 15.3 | 16.6 | 31.9 | 4.0 |
| Standard Deviation(%) | NA | 13.9 | 12.4 | 14.8 | 17.3 | 16.8 | NA | 15.9 | 18.6 | 12.4 | 13.9 | 25.0 | 14.4 | 29.0 | 12.2 | 12.3 | 4.9 | 11.6 | 12.3 | 11.6 | 10.3 | 12.0 | 21.9 | 14.2 | 17.2 | 22.3 |
| Treynor Ratio | NA | 0.2 | 0.2 | 0.17 | 0.13 | 0.17 | NA | 0.18 | 0.17 | 0.2 | 0.23 | -0.17 | 0.23 | 0.29 | 0.23 | 0.1 | 0.26 | 0.17 | 0.06 | 0.16 | 0.31 | 0.19 | 0.09 | 0.18 | 0.31 | 0.41 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 |
| Beta | NA | -0.95 | -0.96 | -0.95 | -0.98 | -0.88 | NA | -0.83 | -0.96 | -0.95 | -1.0 | -1.0 | -1.02 | -0.8 | -0.93 | -0.69 | -0.62 | -0.8 | -0.74 | -0.93 | -0.87 | -0.88 | -0.88 | -0.74 | -0.59 | -0.63 |
| RSquared | NA | 0.95 | 0.95 | 0.97 | 0.97 | 0.93 | NA | 0.92 | 0.98 | 0.97 | 0.96 | 0.98 | 0.94 | 0.92 | 0.93 | 0.89 | 0.79 | 0.88 | 0.84 | 0.89 | 0.91 | 0.92 | 0.97 | 0.94 | 0.94 | 0.94 |
| Yield(%) | 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 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -44.0 | -39.9 | 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/08/2008
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