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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
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.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | 17.99% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 15 |
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 | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PBRIX | Category Average | PBRIX | Category Average | PBRIX | Category Average | |
| Alpha | -1.85 | 0 | -3.7 | 0 | -3.5 | 0 |
| BETA | -1.01 | 0 | -0.92 | 0 | -0.89 | 0 |
| Mean Annual Return | -0.54 | 0 | -1.2 | 0 | -0.99 | 0 |
| R-squared | 98.56 | 0 | 95.58 | 0 | 92.15 | 0 |
| Standard Deviation | 17.06 | 0 | 16.71 | 0 | 14.15 | 0 |
| Sharpe Ratio | -0.63 | 0 | -1.02 | 0 | -0.97 | 0 |
| Treynor Ratio | 11.91 | 0 | 18.9 | 0 | 15.74 | 0 |
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