GRZZX vs. BEARX
Compare and contrast key facts about Grizzly Short Fund (GRZZX) and Federated Hermes Prudent Bear Fd (BEARX).
GRZZX is managed by Leuthold. It was launched on Jun 18, 2000. BEARX is managed by Federated. It was launched on Dec 27, 1995.
Performance
GRZZX vs. BEARX - Performance Comparison
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GRZZX vs. BEARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GRZZX Grizzly Short Fund | 5.45% | -2.98% | -6.74% | -18.72% | 22.43% | -15.87% | -41.33% | -29.43% | 301.98% | -19.84% |
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% |
Returns By Period
The year-to-date returns for both investments are quite close, with GRZZX having a 5.45% return and BEARX slightly higher at 5.54%. Over the past 10 years, GRZZX has outperformed BEARX with an annualized return of -0.79%, while BEARX has yielded a comparatively lower -13.59% annualized return.
GRZZX
- 1D
- -2.44%
- 1M
- 5.87%
- YTD
- 5.45%
- 6M
- 6.28%
- 1Y
- -2.53%
- 3Y*
- -4.54%
- 5Y*
- -2.29%
- 10Y*
- -0.79%
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%
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GRZZX vs. BEARX - Expense Ratio Comparison
GRZZX has a 1.61% expense ratio, which is lower than BEARX's 1.78% expense ratio.
Return for Risk
GRZZX vs. BEARX — Risk / Return Rank
GRZZX
BEARX
GRZZX vs. BEARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grizzly Short Fund (GRZZX) and Federated Hermes Prudent Bear Fd (BEARX). 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.
| GRZZX | BEARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.14 | -0.82 | +0.68 |
Sortino ratioReturn per unit of downside risk | -0.05 | -1.12 | +1.07 |
Omega ratioGain probability vs. loss probability | 0.99 | 0.84 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | -0.44 | +0.31 |
Martin ratioReturn relative to average drawdown | -0.16 | -0.54 | +0.38 |
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
| GRZZX | BEARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | -0.82 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | -0.60 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | -0.82 | +0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.10 | -0.01 | -0.09 |
Correlation
The correlation between GRZZX and BEARX is 0.83, 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
GRZZX vs. BEARX - Dividend Comparison
GRZZX's dividend yield for the trailing twelve months is around 4.91%, less than BEARX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
GRZZX Grizzly Short Fund | 4.91% | 6.00% | 10.30% | 6.61% | 0.00% | 0.00% | 0.00% | 1.14% |
BEARX Federated Hermes Prudent Bear Fd | 6.36% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% |
Drawdowns
GRZZX vs. BEARX - Drawdown Comparison
The maximum GRZZX drawdown since its inception was -91.80%, roughly equal to the maximum BEARX drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for GRZZX and BEARX.
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Drawdown Indicators
| GRZZX | BEARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.80% | -95.38% | +3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -22.23% | -26.53% | +4.30% |
Max Drawdown (5Y)Largest decline over 5 years | -36.02% | -48.32% | +12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -71.73% | -78.77% | +7.04% |
Current DrawdownCurrent decline from peak | -88.24% | -95.04% | +6.80% |
Average DrawdownAverage peak-to-trough decline | -69.22% | -60.85% | -8.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.82% | 21.58% | -3.76% |
Volatility
GRZZX vs. BEARX - Volatility Comparison
Grizzly Short Fund (GRZZX) and Federated Hermes Prudent Bear Fd (BEARX) have volatilities of 5.16% and 4.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GRZZX | BEARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 4.93% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | 9.20% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 15.37% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 17.01% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.65% | 16.64% | +80.01% |