BEARX Mutual Fund

BEARX Mutual Fund

NAV$3.41
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Returns Overview

1 Month
-1.70%
3 Months
+0.58%
6 Months
-8.20%
YTD
-8.92%
1 Year
-12.45%
3 Years (annualized)
-11.96%
5 Years (annualized)
-9.12%
10 Years (annualized)
-13.41%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Inverse Daily Index(^SP500INVD:SP)
This Mutual Fund (YTD)
-8.92%
Peer Avg (YTD)
+4.75%
vs Peers
-13.67%

BEARX Mutual Fund Performance

BEARX performance across multiple time periods: 1-month -1.70%, YTD -8.92%, 1-year -12.45%, 3-year -11.96%, 5-year -9.12%, 10-year -13.41%.

BEARX returns trail the peer average of 4.75% YTD. With an expense ratio of 2.70%, investors should weigh costs against performance when evaluating this mutual fund.

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