BEARX vs. UHPIX
Compare and contrast key facts about Federated Hermes Prudent Bear Fd (BEARX) and ProFunds UltraShort China (UHPIX).
BEARX is managed by Federated. It was launched on Dec 27, 1995. UHPIX is managed by ProFunds. It was launched on Feb 3, 2008.
Performance
BEARX vs. UHPIX - Performance Comparison
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BEARX vs. UHPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEARX Federated Hermes Prudent Bear Fd | 5.54% | -12.42% | -20.34% | -18.67% | 17.78% | -23.78% | -22.95% | -19.95% | -5.96% | -15.76% |
UHPIX ProFunds UltraShort China | 21.80% | -49.82% | -29.87% | -26.13% | -63.62% | 94.89% | -64.76% | -43.34% | 39.47% | -57.67% |
Returns By Period
In the year-to-date period, BEARX achieves a 5.54% return, which is significantly lower than UHPIX's 21.80% return. Over the past 10 years, BEARX has outperformed UHPIX with an annualized return of -13.59%, while UHPIX has yielded a comparatively lower -31.11% annualized return.
BEARX
- 1D
- -2.68%
- 1M
- 5.82%
- YTD
- 5.54%
- 6M
- 3.90%
- 1Y
- -12.50%
- 3Y*
- -13.71%
- 5Y*
- -10.19%
- 10Y*
- -13.59%
UHPIX
- 1D
- -6.55%
- 1M
- 10.30%
- YTD
- 21.80%
- 6M
- 63.60%
- 1Y
- 1.63%
- 3Y*
- -25.46%
- 5Y*
- -24.83%
- 10Y*
- -31.11%
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BEARX vs. UHPIX - Expense Ratio Comparison
Both BEARX and UHPIX have an expense ratio of 1.78%.
Return for Risk
BEARX vs. UHPIX — Risk / Return Rank
BEARX
UHPIX
BEARX vs. UHPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Prudent Bear Fd (BEARX) and ProFunds UltraShort China (UHPIX). 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.
| BEARX | UHPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | -0.00 | -0.81 |
Sortino ratioReturn per unit of downside risk | -1.12 | 0.41 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.05 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 0.01 | -0.45 |
Martin ratioReturn relative to average drawdown | -0.54 | 0.02 | -0.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BEARX | UHPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | -0.00 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.60 | -0.30 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.82 | -0.10 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | -0.13 | +0.12 |
Correlation
The correlation between BEARX and UHPIX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BEARX vs. UHPIX - Dividend Comparison
BEARX's dividend yield for the trailing twelve months is around 6.36%, more than UHPIX's 3.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BEARX Federated Hermes Prudent Bear Fd | 6.36% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% |
UHPIX ProFunds UltraShort China | 3.52% | 4.29% | 0.00% | 3.45% | 0.00% | 0.00% | 0.00% | 0.55% |
Drawdowns
BEARX vs. UHPIX - Drawdown Comparison
The maximum BEARX drawdown since its inception was -95.38%, roughly equal to the maximum UHPIX drawdown of -99.98%. Use the drawdown chart below to compare losses from any high point for BEARX and UHPIX.
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Drawdown Indicators
| BEARX | UHPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.38% | -99.98% | +4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -26.53% | -60.89% | +34.36% |
Max Drawdown (5Y)Largest decline over 5 years | -48.32% | -96.64% | +48.32% |
Max Drawdown (10Y)Largest decline over 10 years | -78.77% | -98.81% | +20.04% |
Current DrawdownCurrent decline from peak | -95.04% | -99.96% | +4.92% |
Average DrawdownAverage peak-to-trough decline | -60.85% | -93.36% | +32.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.58% | 42.66% | -21.08% |
Volatility
BEARX vs. UHPIX - Volatility Comparison
The current volatility for Federated Hermes Prudent Bear Fd (BEARX) is 4.93%, while ProFunds UltraShort China (UHPIX) has a volatility of 17.44%. This indicates that BEARX experiences smaller price fluctuations and is considered to be less risky than UHPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEARX | UHPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 17.44% | -12.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 37.39% | -28.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 58.45% | -43.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 82.96% | -65.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 320.75% | -304.11% |