3 4 1 2 1
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 -25.20 percent over the past year, -19.70 percent over the past three years, -25.71 percent over the past five years, and -13.26 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.6%|
|3 Years (Annualized)||-19.7%|
|5 Years (Annualized)||-25.7%|
|10 Years (Annualized)||-13.3%|
The investment seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the Russell 2000® Index. 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 containing approximately 2000 of the smallest companies in the Russell 3000® Index, or approximately 8% of the total market capitalization of the Russell 3000 Index, which represents approximately 98% of the investable U.S. equity market. It is non-diversified.
Fees are Low compared to funds in the same category.
ProFunds Short Small Cap ProFund has an expense ratio of 1.76 percent.
Risk is N/A compared to funds in the same category according to Morningstar.