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Federated Hermes Prudent Bear Fund Class A: (MF: BEARX)

(NASDAQ Mutual Funds) As of Aug 26, 2026 05:13 PM ET

$3.47 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -7.60 98
3 months -2.76 97
6 months -6.13 99
1 Year -11.98 99
3 Year -11.46 99
5 Year -9.59 99
10 Year -13.48 99

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) -15.43
Bear Market (10/07 - 2/09) 54.39
Bull Market (2/09 - 3/21) -93.94

Load Adjusted Returns as of Jul 31, 2026

1 Year -18.94
5 Year -11.10
10 Year -14.24
Since Inception -8.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 4.70 -12.25 NA NA
2025 5.62 -10.24 -6.16 -0.80
2024 -6.72 -1.85 -3.57 -1.40
2023 -6.81 -8.10 3.03 -7.81
2022 1.74 18.76 4.70 -6.91
2021 -6.67 -5.71 -1.77 -11.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.60-11.75-12.96-18.6617.78-23.78-22.95-19.95-5.95-15.76-13.41
% Total Return Rel to Index -18.32-29.97-37.98-44.9035.99-52.46-41.35-51.44-1.56-37.55-25.35
% Total Return Rel to Peer -18.08-24.47-32.35-41.6637.48-45.84-42.86-48.370.90-36.43-21.23
% Perf Quintile vs Peer* 5.005.005.005.001.005.005.005.003.005.005.00
% Dividends 0.000.250.450.770.000.000.000.070.000.000.00
% Yield 0.006.299.394.140.000.000.000.580.000.000.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 1.781.781.781.771.781.782.851.781.891.780.04

* 1 = Top 20%, 5 = Bottom 20%