BEARX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to BEARX

BEARX charges 1.78% annually. There are 6 mutual funds in the Inverse Equities category with lower expense ratios, going as low as 0.64%.

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

Best Risk-Adjusted Alternatives to BEARX

BEARX has a PortfoliosLab risk / return rank of 0. There are 19 mutual funds in the Inverse Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
DRCVX	Comstock Capital Value Fund	97	—	Oct 1985	BEARX vs DRCVX
UHPIX	ProFunds UltraShort China	5	—	Feb 2008	BEARX vs UHPIX
GRZZX	Grizzly Short Fund	1	—	Jun 2000	BEARX vs GRZZX
RYWWX	Rydex Inverse Emerging Markets 2x Strategy Fund	1	—	Oct 2010	BEARX vs RYWWX
UVPIX	ProFunds Ultra Short Emerging Market Fund	1	—	Apr 2006	BEARX vs UVPIX

Top Performing BEARX Alternatives (YTD)

BEARX is at -7.65% YTD. There are 6 mutual funds in the Inverse Equities category with higher YTD returns, going as high as 51.66%.

Symbol	Name	YTD Return	AUM	Inception
UHPIX	ProFunds UltraShort China	51.66%	—	Feb 2008	BEARX vs UHPIX
DRCVX	Comstock Capital Value Fund	3.17%	—	Oct 1985	BEARX vs DRCVX
GRZZX	Grizzly Short Fund	-5.08%	—	Jun 2000	BEARX vs GRZZX
PSTIX	PIMCO StocksPLUS Short Fund	-6.03%	—	Jul 2003	BEARX vs PSTIX
RYURX	Rydex Inverse S&P 500 Strategy Fund	-7.00%	—	Jan 1994	BEARX vs RYURX

Lowest Volatility Alternatives to BEARX

BEARX has 12.28% 1-year volatility. There are 2 mutual funds in the Inverse Equities category with lower 1-year volatility, going as low as 2.93%.

Symbol	Name	Volatility 1Y	AUM	Inception
DRCVX	Comstock Capital Value Fund	2.93%	—	Oct 1985	BEARX vs DRCVX
PSTIX	PIMCO StocksPLUS Short Fund	12.13%	—	Jul 2003	BEARX vs PSTIX
RYURX	Rydex Inverse S&P 500 Strategy Fund	12.43%	—	Jan 1994	BEARX vs RYURX
BRPIX	ProFunds Bear Fund	12.56%	—	Dec 1997	BEARX vs BRPIX
GRZZX	Grizzly Short Fund	14.05%	—	Jun 2000	BEARX vs GRZZX

Lowest Drawdown Alternatives to BEARX

BEARX has a 1-year max drawdown of -18.63%. There are 6 mutual funds in the Inverse Equities category with shallower 1-year drawdowns, going as shallow as -0.89%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DRCVX	Comstock Capital Value Fund	-0.89%	—	Oct 1985	BEARX vs DRCVX
GRZZX	Grizzly Short Fund	-13.89%	—	Jun 2000	BEARX vs GRZZX
PSTIX	PIMCO StocksPLUS Short Fund	-15.05%	—	Jul 2003	BEARX vs PSTIX
RYURX	Rydex Inverse S&P 500 Strategy Fund	-16.51%	—	Jan 1994	BEARX vs RYURX
BRPIX	ProFunds Bear Fund	-17.00%	—	Dec 1997	BEARX vs BRPIX

Other Mutual Funds from Federated

The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	80	9.26%	—	Mar 2005	BEARX vs SVAIX
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	21	4.35%	—	Sep 2005	BEARX vs QILGX
QAMNX	Federated Hermes MDT Market Neutral A	Long-Short	7	-1.17%	—	Sep 2008	BEARX vs QAMNX
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	17	10.68%	—	Feb 1986	BEARX vs KAUFX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	46	5.68%	—	Oct 2002	BEARX vs QIACX
FGSAX	Federated Hermes MDT Mid Cap Growth Fund	Mid Cap Growth Equities	4	0.10%	—	Aug 1984	BEARX vs FGSAX
FHYSX	Federated Hermes High-Yield Strategy Portfolio	High Yield Bonds	67	1.19%	—	Dec 2008	BEARX vs FHYSX
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	61	1.04%	—	Nov 2002	BEARX vs FIHBX
FHYTX	Federated Hermes Opportunistic High Yield Bond Fun...	High Yield Bonds	52	1.34%	—	Aug 1984	BEARX vs FHYTX
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	37	10.85%	—	Feb 1996	BEARX vs ISCAX

Often Compared With BEARX

Investors most often compare BEARX with AMAT, HDGE, FIIFX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AMAT	Applied Materials, Inc.		97	128.55%	—	—	BEARX vs AMAT
HDGE	AdvisorShares Ranger Equity Bear ETF	Inverse Equities	10	6.12%	67.03M	Jan 2011	BEARX vs HDGE
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	Corporate Bonds	28	-0.29%	—	Dec 1993	BEARX vs FIIFX
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	43	5.96%	—	Jun 2008	BEARX vs IVFIX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	Intermediate Core Bond	32	0.45%	—	Dec 2007	BEARX vs FMBPX
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	Inverse Equities	0	-13.20%	—	Feb 2004	BEARX vs RYCLX
RYTPX	Rydex Inverse S&P 500 2x Strategy Fund	Inverse Equities	0	-14.86%	—	May 2000	BEARX vs RYTPX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	78	23.20%	—	Sep 2005	BEARX vs QISGX
FHESX	Federated Hermes SDG Engagement Equity Fund	Global Equities	15	10.53%	—	Nov 2018	BEARX vs FHESX
URPIX	ProFunds UltraBear Fund	Inverse Equities	0	-15.44%	—	Dec 1997	BEARX vs URPIX
FGUSX	Federated Hermes Government Ultrashort Fund	Ultrashort Bond	99	1.49%	—	Jul 1997	BEARX vs FGUSX
FHUMX	Federated Hermes U.S. SMID Fund	Mid Cap Blend Equities	21	16.11%	—	Jul 2020	BEARX vs FHUMX
SHPIX	ProFunds Short Small Cap ProFund	Inverse Equities	0	-17.55%	—	Apr 2002	BEARX vs SHPIX
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	42	14.69%	—	Dec 2007	BEARX vs KLCIX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	13	-0.61%	—	Feb 1983	BEARX vs FIGTX
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	67	15.81%	—	Nov 1992	BEARX vs FMDCX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	25	0.37%	—	Jun 2006	BEARX vs FCSPX
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	19	-0.40%	—	Oct 1996	BEARX vs FTRFX
UWPIX	ProFunds UltraShort Dow 30 Fund	Inverse Equities	0	-13.66%	—	Jul 2004	BEARX vs UWPIX
FIDPX	Federated Hermes International Dividend Strategy P...	Foreign Large Cap Equities	12	2.74%	—	Feb 2015	BEARX vs FIDPX

Compare BEARX with Any Fund or Stock

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

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Diversifiers

Pair BEARX with funds that move differently

Federated Hermes Prudent Bear Fd alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BEARX.

Explore BEARX Diversifiers

Federated Hermes Prudent Bear Fd (BEARX) Alternatives