BEARX Mutual Fund

NAV$3.42

Returns Overview

1 Month
+1.74%
3 Months
-12.25%
6 Months
-8.12%
YTD
-7.87%
1 Year
-14.47%
3 Years (annualized)
-12.26%
5 Years (annualized)
-10.01%
10 Years (annualized)
-13.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEARX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-7.87%
Peer Avg (YTD)
+3.47%
vs Peers
-11.35%

BEARX Mutual Fund Performance

BEARX performance across multiple time periods: 1-month 1.74%, YTD -7.87%, 1-year -14.47%, 3-year -12.26%, 5-year -10.01%, 10-year -13.72%.

BEARX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.70%, investors should weigh costs against performance when evaluating this mutual fund.

BEARX performance comparison shows side-by-side returns with another fund. BEARX alternatives are available in the Mutual Fund Screener.