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Nasdaq - Delayed Quote USD

Federated Hermes Prudent Bear IS (PBRIX)

5.28
+0.25
+(4.97%)
At close: 8:03:55 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.57%
5y Average Return -15.36%
Number of Years Up 1
Number of Years Down 15
Best 1Y Total Return (Apr 2, 2025) 17.99%
Worst 1Y Total Return (Apr 2, 2025) --
Best 3Y Total Return 17.99%
Worst 3Y Total Return -22.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PBRIX
Category
YTD
0.00%
0.00%
1-Month
1.91%
0.00%
3-Month
3.36%
0.00%
1-Year
-7.96%
0.00%
3-Year
-7.55%
0.00%
5-Year
-14.66%
0.00%
10-Year
-12.09%
0.00%
Last Bull Market
-12.93%
-32.37%
Last Bear Market
18.78%
28.03%

Annual Total Return (%) History

Year
PBRIX
Category
2025
--
--
2024
-11.94%
--
2023
-18.36%
--
2022
17.99%
--
2021
-23.68%
--
2020
-22.72%
--
2019
-19.78%
--
2018
-5.64%
--

2017
-15.61%
--
2016
-13.30%
--
2015
-4.39%
--
2014
-14.61%
-14.46%
2013
-27.25%
-21.78%
2012
-16.59%
--
2011
-7.56%
--
2010
-12.98%
--
2009
-18.24%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.61% -- -- --
2024 -6.66% -1.78% -3.45% -0.52%
2023 -6.72% -7.98% 3.08% -7.72%
2022 1.84% 18.78% 4.80% -6.93%
2021 -6.59% -5.67% -1.84% -11.75%
2020 17.46% -17.64% -10.36% -10.89%
2019 -9.83% -4.57% -0.23% -6.55%
2018 0.50% -8.30% -7.55% 10.74%
2017 -4.76% -3.00% -4.75% -4.09%
2016 -1.47% -2.47% -5.11% -4.93%

2015 -2.63% -3.60% 7.48% -5.22%
2014 -2.25% -4.60% -2.41% -6.17%
2013 -8.99% -4.79% -6.60% -10.10%
2012 -11.36% 2.82% -5.99% -2.65%
2011 -6.51% -1.80% 14.65% -12.18%
2010 -6.40% 10.16% -9.40% -6.85%
2009 5.98% -10.44% -9.29% -5.03%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -7.96%
3-Year -7.55%
5-Year -14.66%
10-Year -12.09%

Performance & Risk

YTD Return 4.57%
5y Average Return -15.36%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) -1.01
Morningstar Risk Rating --

Fund Overview

Category Trading--Inverse Equity
Fund Family Federated
Net Assets 115.61M
YTD Return 0.00%
Yield 9.88%
Morningstar Rating --
Inception Date Feb 08, 1999

Fund Summary

The fund pursues its investment objective primarily through short positions in domestically traded equity securities and indices. It holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. The fund also seeks capital appreciation through long positions on equity securities which the fund's adviser believes are undervalued.

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