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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 29 Bear Market Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -22.52 percent over the past year, -16.35 percent over the past three years, -22.76 percent over the past five years, and -8.87 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||-16.4%|
|5 Years (Annualized)||-22.8%|
|10 Years (Annualized)||-8.9%|
The investment seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the S&P 500®. The fund invests in derivatives that the adviser believes, in combination, should have similar daily return characteristics as the inverse (-1x) of the daily return of the index. It is a float-adjusted, market capitalization weighted index of 500 U.S. operating companies and real estate investment trusts selected through a mechanical process that factors in criteria such as liquidity, price, market capitalization and financial viability. The fund is non-diversified.
Fees are Low compared to funds in the same category.
ProFunds Bear Fund has an expense ratio of 1.74 percent.
Risk is N/A compared to funds in the same category according to Morningstar.