VSFAX vs. BEARX
Compare and contrast key facts about Federated Hermes Clover Small Value Fund (VSFAX) and Federated Hermes Prudent Bear Fd (BEARX).
VSFAX is managed by Federated. It was launched on Feb 28, 1996. BEARX is managed by Federated. It was launched on Dec 27, 1995.
Performance
VSFAX vs. BEARX - Performance Comparison
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VSFAX vs. BEARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSFAX Federated Hermes Clover Small Value Fund | -2.42% | 7.53% | 20.49% | 10.43% | -8.82% | 30.14% | 9.13% | 19.67% | -18.43% | 12.06% |
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, VSFAX achieves a -2.42% return, which is significantly lower than BEARX's 8.44% return. Over the past 10 years, VSFAX has outperformed BEARX with an annualized return of 9.30%, while BEARX has yielded a comparatively lower -13.36% annualized return.
VSFAX
- 1D
- -1.05%
- 1M
- -8.86%
- YTD
- -2.42%
- 6M
- 0.36%
- 1Y
- 11.12%
- 3Y*
- 11.44%
- 5Y*
- 6.75%
- 10Y*
- 9.30%
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%
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VSFAX vs. BEARX - Expense Ratio Comparison
VSFAX has a 1.14% expense ratio, which is lower than BEARX's 1.78% expense ratio.
Return for Risk
VSFAX vs. BEARX — Risk / Return Rank
VSFAX
BEARX
VSFAX vs. BEARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Clover Small Value Fund (VSFAX) 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.
| VSFAX | BEARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | -0.61 | +1.07 |
Sortino ratioReturn per unit of downside risk | 0.81 | -0.81 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.88 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | -0.33 | +0.92 |
Martin ratioReturn relative to average drawdown | 2.23 | -0.41 | +2.63 |
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
| VSFAX | BEARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | -0.61 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | -0.59 | +0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | -0.81 | +1.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | -0.01 | +0.24 |
Correlation
The correlation between VSFAX and BEARX is -0.75. 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
VSFAX vs. BEARX - Dividend Comparison
VSFAX's dividend yield for the trailing twelve months is around 3.54%, less than BEARX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSFAX Federated Hermes Clover Small Value Fund | 3.54% | 3.45% | 20.39% | 2.91% | 9.15% | 8.62% | 0.11% | 0.35% | 23.83% | 16.53% | 2.33% | 2.20% |
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
VSFAX vs. BEARX - Drawdown Comparison
The maximum VSFAX drawdown since its inception was -78.14%, smaller than the maximum BEARX drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for VSFAX and BEARX.
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Drawdown Indicators
| VSFAX | BEARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.14% | -95.38% | +17.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -26.53% | +12.71% |
Max Drawdown (5Y)Largest decline over 5 years | -30.07% | -48.32% | +18.25% |
Max Drawdown (10Y)Largest decline over 10 years | -48.57% | -78.77% | +30.20% |
Current DrawdownCurrent decline from peak | -9.87% | -94.91% | +85.04% |
Average DrawdownAverage peak-to-trough decline | -20.96% | -60.84% | +39.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 21.54% | -17.55% |
Volatility
VSFAX vs. BEARX - Volatility Comparison
Federated Hermes Clover Small Value Fund (VSFAX) has a higher volatility of 5.18% compared to Federated Hermes Prudent Bear Fd (BEARX) at 3.81%. This indicates that VSFAX'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.
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Volatility by Period
| VSFAX | BEARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 3.81% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.92% | 8.81% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 15.17% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 16.97% | +6.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.02% | 16.62% | +7.40% |