SOPIX vs. BEARX
Compare and contrast key facts about ProFunds Short NASDAQ-100 Fund (SOPIX) and Federated Hermes Prudent Bear Fd (BEARX).
SOPIX is managed by ProFunds. It was launched on Apr 30, 2002. BEARX is managed by Federated. It was launched on Dec 27, 1995.
Performance
SOPIX vs. BEARX - Performance Comparison
Loading graphics...
SOPIX vs. BEARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPIX ProFunds Short NASDAQ-100 Fund | 10.52% | -15.80% | -23.82% | -31.85% | 34.73% | -25.69% | -42.92% | -28.29% | -3.07% | -25.24% |
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, SOPIX achieves a 10.52% return, which is significantly higher than BEARX's 8.44% return. Over the past 10 years, SOPIX has underperformed BEARX with an annualized return of -18.48%, while BEARX has yielded a comparatively higher -13.36% annualized return.
SOPIX
- 1D
- 0.80%
- 1M
- 8.80%
- YTD
- 10.52%
- 6M
- 8.77%
- 1Y
- -14.65%
- 3Y*
- -16.68%
- 5Y*
- -12.90%
- 10Y*
- -18.48%
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.
SOPIX vs. BEARX - Expense Ratio Comparison
Both SOPIX and BEARX have an expense ratio of 1.78%.
Return for Risk
SOPIX vs. BEARX — Risk / Return Rank
SOPIX
BEARX
SOPIX vs. BEARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Short NASDAQ-100 Fund (SOPIX) 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.
| SOPIX | BEARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.59 | -0.61 | +0.02 |
Sortino ratioReturn per unit of downside risk | -0.69 | -0.81 | +0.12 |
Omega ratioGain probability vs. loss probability | 0.90 | 0.88 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | -0.33 | -0.03 |
Martin ratioReturn relative to average drawdown | -0.45 | -0.41 | -0.05 |
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
| SOPIX | BEARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | -0.61 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.55 | -0.59 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.83 | -0.81 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.77 | -0.01 | -0.76 |
Correlation
The correlation between SOPIX and BEARX is 0.80, 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
SOPIX vs. BEARX - Dividend Comparison
SOPIX's dividend yield for the trailing twelve months is around 1.94%, less than BEARX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SOPIX ProFunds Short NASDAQ-100 Fund | 1.94% | 2.14% | 0.00% | 6.71% | 0.00% | 0.00% | 0.00% | 0.29% |
BEARX Federated Hermes Prudent Bear Fd | 6.19% | 6.71% | 0.00% | 13.32% | 0.00% | 0.00% | 0.00% | 0.62% |
Drawdowns
SOPIX vs. BEARX - Drawdown Comparison
The maximum SOPIX drawdown since its inception was -98.92%, roughly equal to the maximum BEARX drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for SOPIX and BEARX.
Loading graphics...
Drawdown Indicators
| SOPIX | BEARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.92% | -95.38% | -3.54% |
Max Drawdown (1Y)Largest decline over 1 year | -33.92% | -26.53% | -7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -59.43% | -48.32% | -11.11% |
Max Drawdown (10Y)Largest decline over 10 years | -89.41% | -78.77% | -10.64% |
Current DrawdownCurrent decline from peak | -98.76% | -94.91% | -3.85% |
Average DrawdownAverage peak-to-trough decline | -75.96% | -60.84% | -15.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.20% | 21.54% | +5.66% |
Volatility
SOPIX vs. BEARX - Volatility Comparison
ProFunds Short NASDAQ-100 Fund (SOPIX) has a higher volatility of 5.28% compared to Federated Hermes Prudent Bear Fd (BEARX) at 3.81%. This indicates that SOPIX'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
| SOPIX | BEARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 3.81% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 8.81% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.87% | 15.17% | +9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.36% | 16.97% | +6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.42% | 16.62% | +5.80% |