BEARX - Federated Prudent Bear Fund Class A Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-7.02%
5-Year Average Return-13.20%
Number of Years Up7
Number of Years Down16
Best 1 Yr Total Return (Feb 3, 2019)26.85%
Worst 1 Yr Total Return (Feb 3, 2019)-27.27%
Best 3-Yr Total Return26.85%
Worst 3-Yr Total Return-19.97%

Trailing Returns (%) Vs. Benchmarks

ReturnBEARXCategory
YTD-14.92%-20.84%
1-Month-1.03%-0.47%
3-Month-1.11%0.68%
1-Year-9.82%-6.51%
3-Year-14.48%-18.09%
5-Year-12.68%-16.64%
10-Year-14.60%-21.62%
Last Bull Market-21.69%-29.87%
Last Bear Market16.08%26.58%

Annual Total Return (%) History

Year
BEARXCategory
2019
N/AN/A
2018
-5.96%7.19%
2017
-15.76%-27.04%
2016
-13.41%-21.11%
2015
-4.46%-5.05%
2014
-15.15%-17.48%
2013
-27.27%-34.36%
2012
-16.93%-23.70%
2011
-7.61%-10.85%
2010
-13.21%-24.28%
2009
-18.54%-33.88%
2008
26.85%29.95%
2007
13.42%-6.03%
2006
9.10%-8.88%
2005
2.02%-4.41%
2004
-14.13%-14.16%
2003
-10.44%-30.33%
2002
62.87%28.87%
2001
7.36%11.90%
2000
30.47%10.68%
1999
-23.40%-26.73%
1998
-34.08%-19.96%
1997
-4.33%-19.10%
1996
-13.69%-4.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2019-9.88%-4.61%N/AN/A
20180.32%-8.30%-7.59%10.63%
2017-4.80%-3.06%-4.85%-4.06%
2016-1.40%-2.51%-5.15%-5.02%
2015-2.68%-3.67%8.10%-5.73%
2014-2.65%-4.28%-2.85%-6.28%
2013-8.82%-5.14%-6.69%-9.90%
2012-11.44%2.84%-6.03%-2.94%
2011-6.55%-1.81%14.75%-12.25%
2010-6.42%10.20%-9.43%-7.07%
20095.83%-10.59%-9.32%-5.05%
20085.42%2.27%0.89%16.62%
20072.63%-1.20%3.11%8.47%
20064.26%5.51%-1.68%0.88%
20052.99%-5.08%4.59%-0.22%
2004-3.53%-7.15%2.33%-6.30%
2003-1.50%-11.77%7.38%-4.02%
20029.41%35.18%17.54%-6.31%
200115.94%-16.01%41.48%-22.08%
2000-0.81%4.10%3.15%22.50%
1999-10.60%-13.42%16.54%-15.07%
1998-17.39%-7.53%21.93%-29.23%
19974.48%-12.64%-5.81%11.28%
1996-4.80%-2.84%-4.00%-2.80%

Rank In Category (By Total Return)

YTD17
1-Month47
3-Month60
1-Year63
3-Year37
5-Year40

Load Adjusted Returns

1-Year-14.78%
3-Year-16.08%
5-Year-13.66%
10-Year-15.08%