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Zacks Investment Research
5 (Strong Sell)
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 -35.97 percent over the past year, -31.08 percent over the past three years, -38.52 percent over the past five years, and -20.21 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||6.9%|
|3 Years (Annualized)||-31.1%|
|5 Years (Annualized)||-38.5%|
|10 Years (Annualized)||-20.2%|
The investment seeks daily investment results, before fees and expenses, that correspond to twice the inverse (-2x) 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 two times the inverse (-2x) 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 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 UltraBear Fund has an expense ratio of 1.74 percent.
Risk is N/A compared to funds in the same category according to Morningstar.