BEARX | CPCRX | BEARX / CPCRX | |
Total Expense Ratio | 2.61 | 0.00 | - |
Annual Report Gross Expense Ratio | 2.72 | 3.31 | 82% |
Fund Existence | 29 years | 30 years | - |
Gain YTD | 5.411 | 3.333 | 162% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 500000 | 0% |
Min. Initial Investment IRA | 250 | N/A | - |
Net Assets | 121M | 7.63M | 1,585% |
Annual Yield % from dividends | 9.41 | 1.98 | 475% |
Returns for 1 year | -1.88 | 7.24 | -26% |
Returns for 3 years | -12.51 | 17.85 | -70% |
Returns for 5 years | -57.39 | 17.85 | -322% |
Returns for 10 years | -71.94 | -43.73 | 165% |