BEARX | URPSX | BEARX / URPSX | |
Total Expense Ratio | 2.61 | 2.78 | 94% |
Annual Report Gross Expense Ratio | 2.72 | 2.90 | 94% |
Fund Existence | 30 years | 28 years | - |
Gain YTD | -4.762 | -13.235 | 36% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 15000 | 10% |
Min. Initial Investment IRA | 250 | 15000 | 2% |
Net Assets | 108M | 8.07M | 1,338% |
Annual Yield % from dividends | 10.03 | 5.36 | 187% |
Returns for 1 year | -8.34 | -22.85 | 36% |
Returns for 3 years | -33.08 | -61.87 | 53% |
Returns for 5 years | -53.04 | -82.40 | 64% |
Returns for 10 years | -73.68 | -96.04 | 77% |