BEARX vs. USPIX
Compare and contrast key facts about Federated Hermes Prudent Bear Fd (BEARX) and ProFunds UltraShort NASDAQ-100 Fund (USPIX).
BEARX is managed by Federated. It was launched on Dec 27, 1995. USPIX is managed by ProFunds. It was launched on Jun 1, 1998.
Performance
BEARX vs. USPIX - Performance Comparison
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BEARX vs. USPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEARX Federated Hermes Prudent Bear Fd | 8.44% | -12.42% | -20.34% | -18.67% | 17.78% | -23.78% | -22.95% | -19.95% | -5.96% | -15.76% |
USPIX ProFunds UltraShort NASDAQ-100 Fund | 20.94% | -35.26% | -38.20% | -57.06% | 61.80% | -46.20% | -96.36% | -50.15% | -9.56% | -44.56% |
Returns By Period
In the year-to-date period, BEARX achieves a 8.44% return, which is significantly lower than USPIX's 20.94% return. Over the past 10 years, BEARX has outperformed USPIX with an annualized return of -13.36%, while USPIX has yielded a comparatively lower -56.07% annualized return.
BEARX
- 1D
- 0.49%
- 1M
- 9.02%
- YTD
- 8.44%
- 6M
- 6.24%
- 1Y
- -10.09%
- 3Y*
- -12.93%
- 5Y*
- -9.96%
- 10Y*
- -13.36%
USPIX
- 1D
- 1.64%
- 1M
- 17.98%
- YTD
- 20.94%
- 6M
- 15.43%
- 1Y
- -33.37%
- 3Y*
- -32.54%
- 5Y*
- -27.66%
- 10Y*
- -56.07%
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BEARX vs. USPIX - Expense Ratio Comparison
BEARX has a 1.78% expense ratio, which is higher than USPIX's 1.68% expense ratio.
Return for Risk
BEARX vs. USPIX — Risk / Return Rank
BEARX
USPIX
BEARX vs. USPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Prudent Bear Fd (BEARX) and ProFunds UltraShort NASDAQ-100 Fund (USPIX). 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 | USPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.61 | -0.75 | +0.14 |
Sortino ratioReturn per unit of downside risk | -0.81 | -0.89 | +0.09 |
Omega ratioGain probability vs. loss probability | 0.88 | 0.87 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.51 | +0.18 |
Martin ratioReturn relative to average drawdown | -0.41 | -0.61 | +0.20 |
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 | USPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | -0.75 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.59 | -0.62 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.81 | -0.97 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | -0.71 | +0.70 |
Correlation
The correlation between BEARX and USPIX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BEARX vs. USPIX - Dividend Comparison
BEARX's dividend yield for the trailing twelve months is around 6.19%, more than USPIX's 2.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BEARX Federated Hermes Prudent Bear Fd | 6.19% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% |
USPIX ProFunds UltraShort NASDAQ-100 Fund | 2.24% | 2.71% | 0.00% | 5.92% | 0.00% | 0.00% | 0.07% | 0.36% |
Drawdowns
BEARX vs. USPIX - Drawdown Comparison
The maximum BEARX drawdown since its inception was -95.38%, roughly equal to the maximum USPIX drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for BEARX and USPIX.
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Drawdown Indicators
| BEARX | USPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.38% | -100.00% | +4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -26.53% | -58.80% | +32.27% |
Max Drawdown (5Y)Largest decline over 5 years | -48.32% | -85.38% | +37.06% |
Max Drawdown (10Y)Largest decline over 10 years | -78.77% | -99.98% | +21.21% |
Current DrawdownCurrent decline from peak | -94.91% | -100.00% | +5.09% |
Average DrawdownAverage peak-to-trough decline | -60.84% | -96.42% | +35.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.54% | 49.18% | -27.64% |
Volatility
BEARX vs. USPIX - Volatility Comparison
The current volatility for Federated Hermes Prudent Bear Fd (BEARX) is 3.81%, while ProFunds UltraShort NASDAQ-100 Fund (USPIX) has a volatility of 10.54%. This indicates that BEARX experiences smaller price fluctuations and is considered to be less risky than USPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEARX | USPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 10.54% | -6.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.81% | 24.61% | -15.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 44.88% | -29.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 45.13% | -28.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.62% | 57.96% | -41.34% |