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Open Access 01.12.2025 | Research

Relationship between anxiety and fatigue in dementia family caregivers: hope as a mediator

verfasst von: Jiin-Ling Jiang, Shing-Ling Chang, Ke-chieh Wang, Yu-Chin Ma

Erschienen in: BMC Nursing | Ausgabe 1/2025

Abstract Background Methods Results Conclusions

This study investigated the mediating role of hope in the relationship between anxiety and fatigue in family caregivers of individuals with dementia.
A cross-sectional design was employed, with data collected from 84 family members caring for a patient with dementia in Tzu Chi Hospital in eastern Taiwan. Instruments were the Herth Hope Index, fatigue, and anxiety scales.
The findings revealed a significant negative correlation between fatigue and hope (r = −.431, p <.01), a significant positive correlation between fatigue and anxiety (r =.584, p <.01), and a significant negative correlation between hope and anxiety (r = −.364, p <.01). Furthermore, the results indicated that anxiety indirectly predicted fatigue through hope. Hope was a mediating variable between anxiety and fatigue, accounting for 15.6% of the mediating effect.
Prioritizing the physical and mental health of family caregivers of individuals with dementia by fostering hope can help alleviate their caregiving fatigue and enhance their overall well-being.
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Background

Taiwan has become a superaged society, and older individuals face various chronic diseases and age-related health challenges. Dementia, a terminal and progressive condition, often leads to a profound loss of hope and a sense of hopelessness, not only for patients with a diagnosis but also for their family caregivers [1]. Informal family caregivers, typically the patient’s spouse, family members, friends, or relatives, are responsible for providing daily care to patients with dementia and receive no financial compensation. The caregiving process can extend over months or even years and encompasses a broad spectrum of physical, social, emotional, and financial responsibilities. Therefore, family caregivers of individuals with chronic diseases face notable challenges, including emotional distress, caregiving-related stress, fatigue, deteriorating personal health, and socioeconomic difficulties [2].
Fatigue is a common and complex phenomenon defined as persistent mental or physical exhaustion, weakness, and tiredness. One study indicated that 88% of family caregivers experience moderate to severe fatigue [3]. Although the specific causes of fatigue are often unclear, they are strongly influenced by psychological factors such as stress, anxiety, and depression [4]. A study conducted in Korea, which assessed fatigue in 100 family caregivers, identified caregivers’ anxiety and depression and the progression of the patient’s disease as the primary factors affecting both overall and physical fatigue in caregivers [5].
Anxiety is typically regarded as a negative emotional state, but it serves an adaptive function, playing a crucial role in the prediction of and preparation for future threats. Compared with the general population, family caregivers are six times more likely to have anxiety and sleep disorders [6]. A UK study involving 91 family caregivers revealed that 57% of participants had mild symptoms of anxiety, whereas 21% had moderate symptoms [7].
Research has suggested that hope acts as a protective trait against anxiety and consists of two primary components. Hope is the perceived capacity to produce pathways to desired goals (this is called pathways thinking), along with the motivation to begin and continue the use of those pathways (this is called agency thinking) [8]. These high-hope individuals may not be as distressed by the possibility of future adverse outcomes as they have the determination and motivation, or agency, to work around possible obstacles to pursue those goals [9, 10].In Barlow’s anxiety model, emphasis is placed on the anticipation of adverse outcomes, which may also represent future obstacles that hinder goal attainment [11]. Although both focus on the future, hope and anxiety differ in evaluating outcomes. Anxiety is linked to fear and heightened arousal, often leading to negative views of the future and avoidance behavior.In contrast, the belief in one’s ability (agency) to achieve goals- can counteract the effects of anxious thoughts. Research shows that hope not only reduces anxiety but also plays a key role in anxiety treatment. Studies consistently reveal a strong relationship between hope and anxiety across different research designs [8, 12].
Hope is a vital form of resilience that influences health and well-being. It can be nurtured through meaningful interactions and shared experiences [13]. Herth (1993) defined hope as “a dynamic inner strength that enables individuals to transcend their circumstances and pursue meaningful goals,” encompassing interconnectedness with others, a positive mindset, and future orientation [14]. As a psychological resource, hope fosters motivation, positive coping, and a constructive outlook on life [15]. Studies highlight a strong link between hope and mental health. For instance, caregivers of patients with schizophrenia experienced enhanced caregiving through hope [16]. Similarly, interviews with dementia caregivers revealed that reassessing life goals and seeking support promoted personal growth and resilience [17]. The caregiving experience plays a pivotal role in shaping health outcomes, both positive and negative. When family caregivers feel that their efforts are acknowledged and valued, their sense of hope is reinforced, further enhancing their resilience and overall well-being.
Hope is a vital psychological resource for dementia family caregivers, playing a crucial role in alleviating the mental and physical burdens of caregiving. Its selection as a mediator variable stems from its proven ability to reduce stress, foster resilience, and enhance well-being. For example, Jang et al. found that caregivers of spouses with dementia who maintained hope exhibited greater resilience and coping capacity [18]. Similarly, a study of 155 Alzheimer’s caregivers demonstrated that hope-agency significantly mediated the effects of stress and caregiving burden, highlighting its role in mitigating adverse caregiving outcomes [19]. Despite its recognized importance, dementia caregivers often report the lowest levels of hope among caregiving populations. This is particularly concerning given the emotional and physical demands they face, with factors such as anxiety, depression, and the duration of the patient’s illness identified as major contributors to fatigue [5]. Additional stressors, including insomnia and living with a psychiatric patient, are linked to increased physical, mental, and emotional fatigue [20]. In this context, hope acts as a protective factor, potentially buffering against the adverse effects of anxiety and fatigue.
While direct evidence of hope mediating the relationship between anxiety and fatigue remains limited, existing research offers compelling support. For instance, Gallagher’s longitudinal study during the COVID-19 pandemic found that initial levels of hope indirectly reduced anxiety over time, underscoring its protective role in mental health. Moreover, perceived emotional control-a related psychological factor-was shown to mediate the relationship between hope and well-being, further supporting the plausibility of hope as a mediating variable [21]. Building on this foundation, the present study hypothesizes that hope mediates the relationship between anxiety and fatigue in dementia caregivers, with anxiety indirectly predicting fatigue through its impact on hope. This study addresses criticism in literature by investigating the effects of demographic characteristics and anxiety on fatigue and exploring how hope influences this relationship. The findings will contribute to a deeper understanding of hope’s role in enhancing caregiver well-being and offer a basis for developing interventions to strengthen hope as a resilience-building strategy.

Methods

Research design

This study employed a cross-sectional design to investigate the relationships between anxiety, hope, and fatigue in family caregivers of individuals with dementia who lived in the community. Data were collected from July 2023 to May 2024 at the dementia daycare center, community dementia service sites, and dementia care center at Tzu Chi Hospital in Hualien, eastern Taiwan.

Participants

A total of 84 caregivers of individuals with dementia were recruited and completed scales measuring their anxiety, hope, and fatigue. The inclusion criteria were as follows: (1) aged between 20 and 75 years and able to communicate in Mandarin or Taiwanese; (2) currently not hospitalized or receiving treatment for severe physical or mental health problems; and (3) a family member serving as a caregiver for a patient with dementia rather than a hired caregiver.
Data collection and research instruments.
1.
Basic demographic characteristics including their Gender, age, education level, marital status, religious beliefs, relationship with the person with dementia, and daily caregiving hours plus the availability of alternative caregiving support and the Clinical Dementia Rating (CDR) of the person they care for were collected.
 
2.
Anxiety Scale.
Anxiety levels were assessed via the Generalized Anxiety Disorder-7 (GAD-7). This self-report instrument measures the frequency and severity of anxiety over the preceding 2 weeks on a 4-point Likert scale with endpoints ranging from 0 (not at all) to 3 (every day). The total scores for this scale range from 0 to 21, and 5, 10, and 15 correspond to mild, moderate, and severe anxiety, respectively. The GAD-7 is highly reliable, with an internal consistency of α = 0.92 and a test-retest reliability coefficient of 0.83 [22].
 
3.
Hope Scale.
The Herth Hope Scale (HHS), developed by American nursing scholar Kathleen H. Herth in 1991, comprises 12 items that assess three aspects: an individual’s expectations for the future, self-confidence, and attitudes toward life. Each item on the scale is rated on a 4-point scale ranging from 1 (strongly disagree) to 4 (strongly agree). The total score ranges from 12 to 48, with a higher score indicating a stronger sense of hope. The scale’s internal consistency reliability (Cronbach’s alpha) ranges from 0.81 to 0.94. In this study, the Taiwanese version of the HHS, shortened to 10 items, was translated into Chinese and applied. The Cronbach’s α of the scale was 0.82. The total score ranged from 10 to 40, with a higher score indicating greater hope [23].
 
4.
Chalder Fatigue Scale.
The Chalder Fatigue Scale, developed by Trudie Chalder and colleagues, assessed fatigue levels. This questionnaire comprises 14 items across two subscales: physical fatigue and mental fatigue. The scale’s internal consistency ranges from 0.88 to 0.90 [24]. This study employed the Chinese version of the Chalder Fatigue Scale, translated and adapted by Wong and Fielding in 2009, with items 1–4 assessing mental and 5–11 assessing physical fatigue [25]. Each item is rated on a scale of 0–3, with a total score ranging from 0 to 33 and a higher score indicating more significant fatigue. The test-retest reliability of the modified Chinese version ranges from 0.77 to 0.80.
 

Ethics

The hospital’s institutional review board approved the study protocol. All family caregivers were thoroughly informed about the study’s objectives and procedures and the time required to complete the questionnaire. They were also informed of their right to withdraw from the study at any time. Before completing the questionnaire, each participant provided written informed consent.

Data analysis

The data were analyzed via SPSS version 20.0. The statistical analysis was divided into two parts. The first part involved using descriptive statistics to assess the distributions of the dependent and independent variables. Frequency distributions and percentages were used to analyze variables such as gender, age, education level, marital status, religious beliefs, cohabitation status, caregiver relationships, availability of additional caregiving support, and the CDR of family members with dementia. The second part involved inferential statistics, including Pearson correlation analysis and the PROCESS model, to explore the relationships between anxiety, hope, and fatigue in family caregivers.

Results

Demographic characteristics

As presented in Table 1, the study sample comprised 84 participants with a mean age of 58.8 (SD = 11.18) years. The majority of the participants were female (63; 75%). Among the participants, 74% were married, and 53 (63%) had a college education. In terms of religious affiliation, the most practiced religion was Buddhism (40 individuals, 47.6%). With respect to daily caregiving duration, 43 participants (51.2%) provided care for more than 10 h per day. The caregivers’ relationship with the patients with dementia was predominantly a child–parent relationship, with 52 individuals (62%) identifying as the primary caregiver for a parent. Female caregivers had an average anxiety score of around 6.25. Overall, caregiver anxiety was higher for female than for male. The average CDR for patients with dementia was 1.3. The participants had an average anxiety score of 5.82 (SD = 4.64), an average fatigue score of 15.32 (SD = 6.39), and an average hope score of 28.33 (SD = 4.39).
Table 1
Demographic and key variables of participants (N = 84)
Variables
n
%
Sex
 Male
21
25
 Female
63
75
Married status
 
Yes
21
25
 No
63
75
Education status
 Uneducated
4
5
 Secondary or below
27
32
 University
53
63
Relationship to Patient
  
 Spouses
19
23
 Children
52
62
 Other relatives
13
15
 Daily care hours
  
 < 4 h
19
23
 4–9 h
22
26
 10 h
43
51
 
Mean
 
SD
Age
58.83
 
11.18
CDR
1.30
 
0.80
Anxiety
5.82
 
4.64
Hope
28.33
 
4.39
Fatigue
15.32
 
6.39
Note. CDR: clinical dementia rating

Relationships between anxiety, Hope, and fatigue

As presented in Table 2, a significant positive correlation was discovered between anxiety and fatigue in dementia family caregivers (r =.584, p <.01). Additionally, a significant negative correlation was noted between fatigue and hope (r = −.431, p <.01), indicating that a lower level of hope was associated with a higher fatigue score. Furthermore, anxiety was significantly negatively correlated with hope (r = −.364, p <.01), suggesting that as anxiety increases among dementia family caregivers, their sense of hope diminishes.
Table 2
Factors significantly correlated with fatigue(n = 84)
 
CDR
Anxiety
Hope
Fatigue
Age
0.05
− 0.07
0.01
0.20
CDR
 
0.05
0.06
0.26
Anxiety
0.05
 
− 0.36**
0.58**
Hope
0.06
− 0.36**
 
− 0.43**
Fatigue
0.20
0.58**
− 0.43**
 
*p <.05 、**p <.01、***p <.001

Mediating effect of hope on the relationship between anxiety and fatigue

The findings about the mediation effects of hope between anxiety and fatigue are presented in Table 3; Fig. 1. Anxiety had a significant effect on hope (path a: β = -0.378, p <.001), and hope had a significant effect on fatigue (path b: β = -0.332, p <.01). The total effect (path c) and direct effect (path c’) of anxiety on fatigue were significant (β = 0.804, 95% CI = 0.559, 1.050 and β = 0.678, 95% CI = 0.424, 0.932, respectively). The coefficient for the indirect effect of anxiety on fatigue through hope was statistically significant (β = 0.1262, 95% CI = 0.011, 0.314). As this confidence interval did not contain zero, it was concluded that hope was a significant mediator of the relationship between anxiety and fatigue, and hope mediated 15.6% of the total effect of anxiety on fatigue.
Table 3
Mediation effects of hope between anxiety and fatigue using the PROCESS model(n = 84)
Paths
Effect
SE
95%CI
%
LLCI
ULCI
Total effect
(path c)
0.804
0.123
0.559
1.050
 
Direct effects
(path c’)
0.678
0.127
0.424
0.932
 
Indirect effect( axb )
0.126
0.078
0.011
0.314
15.6
SE: Standard Error.CI: Confidence interval. LLCI: Lower Limit CI. ULCI: Upper Limit CI

Discussion

Demographic characteristics

In some East Asian countries, caring for aging parents has even become a legal obligation emphasizing the moral duties of children. This compulsory responsibility enhances and encourages family caregivers to take on a caring role [2628]. Our results align with previous studies suggesting most family caregivers are women [29]. Traditional gender roles still expect women to take over caring and family obligations while men focus on their careers. At the same time, women may feel obliged to fulfill their expected role [30]. A study focusing on female caregivers reported different outcomes than mixed-gender samples did, with women often experiencing more significant pressure [31]. In addition, our study found that female caregivers had higher anxiety scores than male caregivers, which is consistent with the results of other literature. Women caregivers are also more likely to experience comorbid anxiety and depression, particularly when facing higher frequencies of disruptive behaviors from care recipients [32]. Female dementia caregivers have higher anxiety scores due to greater caregiving responsibilities and emotional involvement. They are also more reactive to dementia-related behaviors and face more substantial societal caregiving expectations.

Correlations between anxiety, hope, and fatigue

The study identified a positive correlation between anxiety and fatigue among family caregivers of patients with dementia. Research consistently demonstrates a strong association between anxiety, depression, and fatigue across various populations. For instance, in patients with major depression, both the severity of depression and somatic anxiety independently correlate with the severity of fatigue [33]. Similarly, among individuals with chronic low back pain, anxiety sensitivity is a significant predictor of fatigue severity [34]. Prolonged physical exhaustion, psychological stress, anxiety, and depression collectively impact the overall health of caregivers, further intensifying their fatigue [2].
This study revealed significant negative correlations of hope with both anxiety and fatigue in family caregivers of patients with dementia, indicating that lower levels of hope are associated with more substantial anxiety and fatigue. This aligns with a study that employed qualitative interviews to explore the experiences of 12 caregivers caring for a spouse with dementia, which reported that maintaining hope enabled caregivers to confront better the challenges of caring for a family member with dementia [18]. Hope is a critical psychosocial factor for dementia family caregivers. A systematic review by Duggleby et al. (2021) similarly emphasized that increased hope and a reduction in maladaptive coping strategies improved caregivers’ coping abilities, self-efficacy, and readiness. The review also demonstrated that negative emotional states such as anxiety, depression, distress, grief, and guilt were negatively correlated with levels of hope in caregivers [35]. In a study examining the prospective associations of hope with subsequent anxiety, stress, and well-being in community-dwelling adults in the United States during the COVID-19 pandemic, the level of hope indirectly predicted anxiety through an effect on perceived control [36].

Mediating role of Hope between anxiety and fatigue

The present study demonstrated that hope serves as a mediating variable between anxiety and fatigue in dementia family caregivers. When family caregivers experience an increase in anxiety, their level of fatigue also increases; however, hope can weaken the impact of anxiety on fatigue. This finding contributes to a deeper understanding of the complex relationship between psychological health and fatigue in dementia family caregivers. Previous research has supported the notion that hope, in contrast to other positive psychological factors such as social intelligence, enthusiasm, and love acts, is a particularly critical resource in alleviating the burden of caregiving [37]. Hope has also been identified as a mediator of the relationship between stress and burden in caregivers of patients with Alzheimer’s disease [19]. Scholars have proposed that hope is a universal, multidimensional psychological construct closely related to individuals’ expectations of achieving ideal outcomes through realistic future goals. It serves as a motivational force, encouraging individuals to initiate or sustain actions toward goal attainment, and it can be fostered through personal support networks and interpersonal relationships [38]. As a deeply personal and complex psychological process, hope holds substantial significance for individuals regarding their perspective and outlook [39, 40].
A systematic review of interventions aimed at enhancing hope in palliative care patients identified 35 studies, all demonstrating that such interventions increased patients’ level of hope. Given the irreversible nature of dementia, these findings may also be relevant for caregivers of patients with dementia [41]. For instance, hope-focused counseling, guided imagery, and goal setting have shown promise in enhancing hope. Linking these findings to dementia caregivers, similar approaches could be adopted to address their unique challenges. Furthermore, hope can buffer the reinforcing nature of anxiety assessments and serve as a framework for individuals to focus on positive expectations and pursue pathways to desired outcomes. Studies suggest that fostering hope enables caregivers to visualize a more manageable future, which can mitigate anxiety and improve coping mechanisms [12].
Therefore, nurses can play a vital role by assisting caregivers in identifying and developing effective strategies for cultivating hope. These strategies could include structured hope-enhancing interventions, such as mindfulness practices, gratitude exercises, and guided imagery, to encourage a positive outlook. Building social connections through support groups or community resources fosters a sense of belonging while providing education and resources on caregiving skills and stress management reduces uncertainty and boosts confidence. By engaging in these activities, caregivers may engage in more hopeful thinking, thereby alleviating anxiety and the negative impact of anxiety-related fatigue.
This study offers critical theoretical implications by expanding the understanding of the interplay between anxiety, hope, and fatigue in dementia family caregivers. While previous research has explored the independent effects of these variables, our study uniquely highlights hope’s mediating role in mitigating anxiety’s impact on fatigue. This novel finding underscores the critical importance of hope as a psychosocial resource that can buffer the adverse effects of caregiving stress. Unlike prior studies, which primarily focused on caregivers’ mental health or physical burden, our research integrates these dimensions into a cohesive framework that emphasizes hope as a transformative mechanism. These insights advance theoretical knowledge in caregiver research and provide a foundation for designing targeted interventions that aim to enhance hope, reduce anxiety, and ultimately improve caregivers’ overall well-being. Future studies should build on these findings by exploring longitudinal designs further to elucidate the dynamic relationships among these variables over time.

Conclusion

This study investigated the relationships between anxiety, hope, and fatigue in family caregivers of individuals with dementia. These findings suggest that hope plays a mediating role in the relationship between anxiety and fatigue. Specifically, when caregivers are more anxious, they tend to feel more fatigued; however, hope helps buffer this adverse effect, mitigating the impact of anxiety on fatigue. This finding highlights the critical role of hope as a psychological resource that can empower caregivers to better manage the physical and emotional challenges of caregiving, ultimately contributing to a better quality of life. In Eastern culture, filial piety plays a significant role in shaping caregivers’ stress and decision-making processes.
Due to cultural expectations, individuals often assume primary caregiving responsibilities when caring for a parent. This study offers valuable insights into the psychological health challenges faced by dementia family caregivers. These findings have important implications for nursing practices, particularly interventions to foster hope.
This study has several limitations that warrant consideration. First, the sample was drawn primarily from caregivers in a single region, potentially limiting the generalizability of the findings to caregivers in other cultural or geographic contexts. Additionally, the cross-sectional design of this study limited the ability to identify causal relationships between anxiety, hope, and fatigue. Future studies with a longitudinal design would offer a more nuanced understanding of how these psychological factors evolve and interact throughout caregiving, providing insights into the temporal dynamics among anxiety, hope, and fatigue.
Although this study highlights the role of hope in alleviating anxiety and fatigue, it did not empirically evaluate specific interventions to enhance hope. Future research should explore practical strategies for increasing hope in caregivers and assess their ability to reduce anxiety and fatigue.

Acknowledgements

This manuscript was edited by Wallace Academic Editing.

Declarations

The study received approval from the Institutional Review Board of Tzu Chi Hospital (IRB112-115-B) and adhered to the ethical standards in the Declaration of Helsinki. Informed consent was obtained from all participants.
Not applicable.

Competing interests

The authors declare no competing interests.
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Metadaten
Titel
Relationship between anxiety and fatigue in dementia family caregivers: hope as a mediator
verfasst von
Jiin-Ling Jiang
Shing-Ling Chang
Ke-chieh Wang
Yu-Chin Ma
Publikationsdatum
01.12.2025
Verlag
BioMed Central
Erschienen in
BMC Nursing / Ausgabe 1/2025
Elektronische ISSN: 1472-6955
DOI
https://doi.org/10.1186/s12912-025-02853-z