QIBGX vs. BEARX
Compare and contrast key facts about Federated Hermes MDT Balanced Fund (QIBGX) and Federated Hermes Prudent Bear Fd (BEARX).
QIBGX is managed by Federated. It was launched on Sep 30, 2002. BEARX is managed by Federated. It was launched on Dec 27, 1995.
Performance
QIBGX vs. BEARX - Performance Comparison
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QIBGX vs. BEARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QIBGX Federated Hermes MDT Balanced Fund | -2.90% | 14.68% | 28.30% | 14.26% | -13.54% | 17.43% | 16.17% | 19.00% | -2.96% | 14.12% |
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
In the year-to-date period, QIBGX achieves a -2.90% return, which is significantly lower than BEARX's 5.54% return. Over the past 10 years, QIBGX has outperformed BEARX with an annualized return of 10.44%, while BEARX has yielded a comparatively lower -13.59% annualized return.
QIBGX
- 1D
- 2.02%
- 1M
- -3.84%
- YTD
- -2.90%
- 6M
- -0.48%
- 1Y
- 11.77%
- 3Y*
- 15.96%
- 5Y*
- 9.78%
- 10Y*
- 10.44%
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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QIBGX vs. BEARX - Expense Ratio Comparison
QIBGX has a 1.06% expense ratio, which is lower than BEARX's 1.78% expense ratio.
Return for Risk
QIBGX vs. BEARX — Risk / Return Rank
QIBGX
BEARX
QIBGX vs. BEARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Balanced Fund (QIBGX) 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.
| QIBGX | BEARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | -0.82 | +1.60 |
Sortino ratioReturn per unit of downside risk | 1.19 | -1.12 | +2.31 |
Omega ratioGain probability vs. loss probability | 1.25 | 0.84 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | -0.44 | +1.42 |
Martin ratioReturn relative to average drawdown | 2.72 | -0.54 | +3.26 |
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
| QIBGX | BEARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | -0.82 | +1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | -0.60 | +1.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | -0.82 | +1.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | -0.01 | +0.62 |
Correlation
The correlation between QIBGX and BEARX is -0.86. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
QIBGX vs. BEARX - Dividend Comparison
QIBGX's dividend yield for the trailing twelve months is around 9.12%, more than BEARX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QIBGX Federated Hermes MDT Balanced Fund | 9.12% | 8.86% | 20.13% | 1.82% | 6.92% | 9.99% | 4.36% | 4.33% | 10.60% | 1.59% | 1.86% | 1.75% |
BEARX Federated Hermes Prudent Bear Fd | 6.36% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QIBGX vs. BEARX - Drawdown Comparison
The maximum QIBGX drawdown since its inception was -42.95%, smaller than the maximum BEARX drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for QIBGX and BEARX.
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Drawdown Indicators
| QIBGX | BEARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.95% | -95.38% | +52.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -26.53% | +15.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.32% | -48.32% | +29.00% |
Max Drawdown (10Y)Largest decline over 10 years | -25.97% | -78.77% | +52.80% |
Current DrawdownCurrent decline from peak | -9.30% | -95.04% | +85.74% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -60.85% | +55.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 21.58% | -17.58% |
Volatility
QIBGX vs. BEARX - Volatility Comparison
The current volatility for Federated Hermes MDT Balanced Fund (QIBGX) is 3.88%, while Federated Hermes Prudent Bear Fd (BEARX) has a volatility of 4.93%. This indicates that QIBGX experiences smaller price fluctuations and is considered to be less risky than BEARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QIBGX | BEARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 4.93% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 9.20% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 15.37% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 17.01% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.19% | 16.64% | -2.45% |