QISCX vs. BEARX
Compare and contrast key facts about Federated Hermes MDT Small Cap Core Fund (QISCX) and Federated Hermes Prudent Bear Fd (BEARX).
QISCX is managed by Federated. It was launched on Sep 15, 2005. BEARX is managed by Federated. It was launched on Dec 27, 1995.
Performance
QISCX vs. BEARX - Performance Comparison
Loading graphics...
QISCX vs. BEARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | -5.22% | 14.95% | 14.82% | 20.58% | -23.14% | 30.60% | 17.00% | 18.06% | -11.63% | 15.67% |
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% |
Returns By Period
In the year-to-date period, QISCX achieves a -5.22% return, which is significantly lower than BEARX's 8.44% return. Over the past 10 years, QISCX has outperformed BEARX with an annualized return of 10.76%, while BEARX has yielded a comparatively lower -13.36% annualized return.
QISCX
- 1D
- -1.53%
- 1M
- -9.74%
- YTD
- -5.22%
- 6M
- -2.67%
- 1Y
- 20.55%
- 3Y*
- 13.82%
- 5Y*
- 6.26%
- 10Y*
- 10.76%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QISCX vs. BEARX - Expense Ratio Comparison
QISCX has a 0.89% expense ratio, which is lower than BEARX's 1.78% expense ratio.
Return for Risk
QISCX vs. BEARX — Risk / Return Rank
QISCX
BEARX
QISCX vs. BEARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Core Fund (QISCX) 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.
| QISCX | BEARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | -0.61 | +1.34 |
Sortino ratioReturn per unit of downside risk | 1.19 | -0.81 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.88 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | -0.33 | +1.43 |
Martin ratioReturn relative to average drawdown | 3.34 | -0.41 | +3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| QISCX | BEARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | -0.61 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.59 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | -0.81 | +1.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | -0.01 | +0.32 |
Correlation
The correlation between QISCX and BEARX is -0.82. 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
QISCX vs. BEARX - Dividend Comparison
QISCX's dividend yield for the trailing twelve months is around 8.40%, more than BEARX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | 8.40% | 7.97% | 0.35% | 0.31% | 3.77% | 15.41% | 0.44% | 0.36% | 3.81% | 4.49% | 0.85% | 12.05% |
BEARX Federated Hermes Prudent Bear Fd | 6.19% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QISCX vs. BEARX - Drawdown Comparison
The maximum QISCX drawdown since its inception was -68.05%, smaller than the maximum BEARX drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for QISCX and BEARX.
Loading graphics...
Drawdown Indicators
| QISCX | BEARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -95.38% | +27.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -26.53% | +13.05% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -48.32% | +15.43% |
Max Drawdown (10Y)Largest decline over 10 years | -49.02% | -78.77% | +29.75% |
Current DrawdownCurrent decline from peak | -13.48% | -94.91% | +81.43% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -60.84% | +45.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 21.54% | -16.62% |
Volatility
QISCX vs. BEARX - Volatility Comparison
Federated Hermes MDT Small Cap Core Fund (QISCX) has a higher volatility of 5.66% compared to Federated Hermes Prudent Bear Fd (BEARX) at 3.81%. This indicates that QISCX's price experiences larger fluctuations and is considered to be riskier than BEARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| QISCX | BEARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 3.81% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 8.81% | +8.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 15.17% | +7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.26% | 16.97% | +6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 16.62% | +7.53% |