BEARX | URPSX | BEARX / URPSX | |
Total Expense Ratio | 2.61 | 2.78 | 94% |
Annual Report Gross Expense Ratio | 2.72 | 2.90 | 94% |
Fund Existence | 29 years | 27 years | - |
Gain YTD | -1.515 | -6.448 | 23% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1500 | 15000 | 10% |
Min. Initial Investment IRA | 250 | 15000 | 2% |
Net Assets | 110M | 5.86M | 1,876% |
Annual Yield % from dividends | 10.03 | 5.36 | 187% |
Returns for 1 year | -6.97 | -20.34 | 34% |
Returns for 3 years | -25.05 | -52.23 | 48% |
Returns for 5 years | -48.07 | -79.06 | 61% |
Returns for 10 years | -72.52 | -95.69 | 76% |