# Federated Hermes Prudent Bear IS (PBRIX)

> Source: Nexqual · https://nexqual.com/PBRIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Federated Hermes Prudent Bear IS (PBRIX), nexqual.com/PBRIX" · informational, not investment advice.

**Price:** USD 3.64 (+0.55% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 3.62 · day 3.64–3.64 · 52w 3.53–4.41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -8.6% vs S&P 500 +13.4%; 5Y -34.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -8.6% | -34.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -8.6% | -8.3% |
| Volatility (annualized) | 13.1% | 16.3% |
| Max drawdown | -17.5% (Mar 2026→Oct 2026) | -47.6% (Oct 2022→Oct 2026) |

## Peers
PSTIX (PIMCO StocksPLUS Short Fund Cla) USD 5.97 +0.67% · GRZZX (Grizzly Short Fd) USD 18.73 +0.00% · PSPLX (PIMCO StocksPLUS Short Fund Cla) USD 5.93 +0.68% · PBRCX (Federated Hermes Prudent Bear F) USD 2.81 +0.00% · BEARX (Federated Hermes Prudent Bear F) USD 3.49 -0.00%

## More
Full page: https://nexqual.com/PBRIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt