Bear Market
Bear-market portfolios invest in short positions and derivatives in order to profit from stocks that drop in price. Because these portfolios often have extensive holdings in shorts or puts, their returns generally move in the opposite direction of the benchmark index. Morningstar®
Comstock Capital Value Fund (DRCVX)
| Performance (1-yr.): 18.00% | Expenses: 1.64% |
| Performance (1-mo.): 1.60% | Total Assets: $74.45M |
Direxion Monthly Small Cap Bear 2X Fund (DXRSX)
| Performance (1-yr.): 33.88% | Expenses: 1.90% |
| Performance (1-mo.): 0.38% | Total Assets: $14.79M |
Direxion Monthly SP 500 Bear 2X Fund (DXSSX)
| Performance (1-yr.): 30.69% | Expenses: 1.90% |
| Performance (1-mo.): 4.02% | Total Assets: $8.17M |
Federated Prudent Bear Fund (BEARX)
| Performance (1-yr.): 18.21% | Expenses: 1.80% |
| Performance (1-mo.): 3.63% | Total Assets: $805.04M |
Grizzly Short Fund (GRZZX)
| Performance (1-yr.): 19.75% | Expenses: 1.53% |
| Performance (1-mo.): 0.53% | Total Assets: $74.67M |
PIMCO StocksPLUS AR Short Strategy Fund (PSSAX)
| Performance (1-yr.): 9.93% | Expenses: 1.04% |
| Performance (1-mo.): 0.92% | Total Assets: $7.31B |
ProFunds Bear Fund (BRPIX)
| Performance (1-yr.): 17.23% | Expenses: 1.75% |
| Performance (1-mo.): 2.25% | Total Assets: $27.75M |
ProFunds Short NASDAQ-100 Fund (SOPIX)
| Performance (1-yr.): 12.08% | Expenses: 1.78% |
| Performance (1-mo.): 2.89% | Total Assets: $13.77M |
ProFunds Short Small Cap ProFund (SHPIX)
| Performance (1-yr.): 19.52% | Expenses: 1.78% |
| Performance (1-mo.): 0.66% | Total Assets: $12.66M |
ProFunds UltraBear Fund (URPIX)
| Performance (1-yr.): 32.64% | Expenses: 1.69% |
| Performance (1-mo.): 4.40% | Total Assets: $25.02M |
