Federated Hermes Prudent Bear Fd (BEARX) Alternatives

Federated Hermes Prudent Bear Fd (BEARX) belongs to the Inverse Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BEARX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to BEARX

BEARX charges 1.78% annually. Among mutual funds in the Inverse Equities category, these options have the lowest expense ratios among BEARX alternatives.

Symbol	Name	Expense Ratio	Inception
PSTIX	PIMCO StocksPLUS Short Fund	0.64%	Jul 22, 2003	BEARX vs PSTIX
RYURX	Rydex Inverse S&P 500 Strategy Fund	1.49%	Jan 6, 1994	BEARX vs RYURX
RYAIX	Rydex Inverse NASDAQ-100 Strategy Fund	1.55%	Sep 2, 1998	BEARX vs RYAIX
GRZZX	Grizzly Short Fund	1.61%	Jun 18, 2000	BEARX vs GRZZX
BRPIX	ProFunds Bear Fund	1.64%	Dec 29, 1997	BEARX vs BRPIX

Best Risk-Adjusted Alternatives to BEARX

Among mutual funds in the Inverse Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
DRCVX	Comstock Capital Value Fund	91	Oct 9, 1985	BEARX vs DRCVX
UHPIX	ProFunds UltraShort China	10	Feb 3, 2008	BEARX vs UHPIX
GRZZX	Grizzly Short Fund	6	Jun 18, 2000	BEARX vs GRZZX
PSTIX	PIMCO StocksPLUS Short Fund	3	Jul 22, 2003	BEARX vs PSTIX
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	3	Feb 19, 2004	BEARX vs RYCLX

Top Performing BEARX Alternatives (YTD)

BEARX alternatives from the Inverse Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
UHPIX	ProFunds UltraShort China	30.33%	Feb 3, 2008	BEARX vs UHPIX
RYVNX	Rydex Inverse NASDAQ-100 2x Strategy Fund	21.11%	May 22, 2000	BEARX vs RYVNX
USPIX	ProFunds UltraShort NASDAQ-100 Fund	20.94%	Jun 1, 1998	BEARX vs USPIX
URPIX	ProFunds UltraBear Fund	17.25%	Dec 21, 1997	BEARX vs URPIX
RYTPX	Rydex Inverse S&P 500 2x Strategy Fund	16.72%	May 18, 2000	BEARX vs RYTPX

Lowest Volatility Alternatives to BEARX

BEARX alternatives from the Inverse Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DRCVX	Comstock Capital Value Fund	4.93%	Oct 9, 1985	BEARX vs DRCVX
PSTIX	PIMCO StocksPLUS Short Fund	17.85%	Jul 22, 2003	BEARX vs PSTIX
RYURX	Rydex Inverse S&P 500 Strategy Fund	18.07%	Jan 6, 1994	BEARX vs RYURX
BRPIX	ProFunds Bear Fund	18.13%	Dec 29, 1997	BEARX vs BRPIX
GRZZX	Grizzly Short Fund	19.73%	Jun 18, 2000	BEARX vs GRZZX

Lowest Drawdown Alternatives to BEARX

BEARX alternatives from the Inverse Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DRCVX	Comstock Capital Value Fund	-3.82%	Oct 9, 1985	BEARX vs DRCVX
GRZZX	Grizzly Short Fund	-22.23%	Jun 18, 2000	BEARX vs GRZZX
PSTIX	PIMCO StocksPLUS Short Fund	-24.50%	Jul 22, 2003	BEARX vs PSTIX
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	-26.30%	Feb 19, 2004	BEARX vs RYCLX
RYURX	Rydex Inverse S&P 500 Strategy Fund	-26.57%	Jan 6, 1994	BEARX vs RYURX

Other Mutual Funds from Federated

Most popular Federated mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	24	-12.41%	Sep 15, 2005	BEARX vs QILGX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	77	8.28%	Mar 30, 2005	BEARX vs SVAIX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	72	1.41%	Sep 30, 2008	BEARX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	13	-12.10%	Feb 21, 1986	BEARX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	42	-7.69%	Oct 1, 2002	BEARX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	12	-9.53%	Aug 23, 1984	BEARX vs FGSAX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	76	-2.24%	Aug 23, 1984	BEARX vs FHYTX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	BEARX vs FIHBX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	75	-3.05%	Feb 27, 1996	BEARX vs ISCAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	89	-1.76%	Dec 24, 2008	BEARX vs FHYSX

Often Compared With BEARX

What investors most often compare with BEARX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AMAT	Applied Materials, Inc.		95	33.16%	—	BEARX vs AMAT
HDGE	AdvisorShares Ranger Equity Bear ETF	Inverse Equities, Actively Managed	17	12.05%	Jan 26, 2011	BEARX vs HDGE
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	72	-0.18%	Dec 20, 2007	BEARX vs FMBPX
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	93	5.22%	Jun 3, 2008	BEARX vs IVFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	84	-1.02%	Dec 20, 1993	BEARX vs FIIFX
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	7	-3.15%	Nov 5, 2018	BEARX vs FHESX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	61	-1.35%	Jun 20, 2006	BEARX vs FCSPX
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	7	-2.98%	Jul 5, 2020	BEARX vs FHUMX
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	20	-0.39%	Nov 5, 1992	BEARX vs FMDCX
UWPIX	ProFunds UltraShort Dow 30 Fund	Inverse Equities, Leveraged	2	13.09%	Jul 21, 2004	BEARX vs UWPIX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	69	-0.58%	Feb 17, 1983	BEARX vs FIGTX
FIDPX	Federated Hermes International Dividend Strategy P...	Foreign Large Cap Equities	81	2.10%	Feb 8, 2015	BEARX vs FIDPX
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	26	-11.73%	Dec 5, 2007	BEARX vs KLCIX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	46	-7.16%	Sep 15, 2005	BEARX vs QISGX
SHPIX	ProFunds Short Small Cap ProFund	Inverse Equities, Leveraged	2	2.74%	Apr 30, 2002	BEARX vs SHPIX
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	55	-1.11%	Oct 1, 1996	BEARX vs FTRFX
FGUSX	Federated Hermes Government Ultrashort Fund	Ultrashort Bond	99	0.48%	Jul 10, 1997	BEARX vs FGUSX
FULBX	Federated Hermes Ultra Short Bond Fund	Ultrashort Bond	99	0.30%	May 30, 1997	BEARX vs FULBX
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	35	-5.22%	Sep 15, 2005	BEARX vs QISCX
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	93	-0.72%	Dec 2, 2010	BEARX vs FFRSX

Compare BEARX with Any Fund or Stock

Compare BEARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Federated Hermes Prudent Bear Fd

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