BEARX vs. AMAT

In the year-to-date period, BEARX achieves a -2.38% return, which is significantly lower than AMAT's 4.04% return. Over the past 10 years, BEARX has underperformed AMAT with an annualized return of -12.48%, while AMAT has yielded a comparatively higher 22.59% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Prudent Bear Fd (BEARX) and Applied Materials, Inc. (AMAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BEARX Sharpe Ratio is -1.02, which is lower than the AMAT Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of BEARX and AMAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BEARX's dividend yield for the trailing twelve months is around 10.18%, more than AMAT's 0.90% yield.

The maximum BEARX drawdown since its inception was -95.84%, which is greater than AMAT's maximum drawdown of -85.22%. Use the drawdown chart below to compare losses from any high point for BEARX and AMAT. For additional features, visit the drawdowns tool.

The current volatility for Federated Hermes Prudent Bear Fd (BEARX) is 3.12%, while Applied Materials, Inc. (AMAT) has a volatility of 14.11%. This indicates that BEARX experiences smaller price fluctuations and is considered to be less risky than AMAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.