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BBFDBetashares · Fixed Income - Global · Fixed income · United States · Currency hedged · Geared

Betashares Geared Short US Treasury Bond Currency Hedged Complex ETF

Fee p.a.
0.99%
ASX report
Fund size
A$2.2m
12m flow A$1.0m
Yield
1.0%
1 payments / yr
Volatility 3y
19.7%
annualised
Max DD 3y
−20.2%
all-time −20.2%
Listed
2023
8 Dec 2023 · spread 0.27%

Growth of $10,000

Since listing, distributions reinvested
$10k$11k$11k$12k$12k$13k$13k2023202420252026
$10,000 at listing$12,555 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.8%
6.7%
3 months
6.0%
6 months
18.0%
Year to date
11.4%
1 year
10.6%
7.1%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
4.7%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 13.6%Vol 5y 19.7%Max DD 1y −7.3%Max DD 5y −20.2%Best year 23.7%50% positive years

Calendar-year returns

2024
23.7%
2025
−8.8%
2026
11.4%

Where the money is

Look-through exposure as at 2 Sept 2026 · 1 securities · top 10 = 92.9%

Top holdings

AUD - AUSTRALIA DOLLAR
92.9%

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Betashares Geared Short Australian Government Bond Complex ETF
0.99%
93%
0.25
Betashares Geared Long Australian Government Bond Complex ETF
0.99%
93%
−0.35
Geared Long US Treasury Bond Currency Hedged Complex ETF
0.99%
93%
−0.40
Betashares 2031 Fixed Term Corporate Bond Active ETF
0.22%
2%
Betashares Western Asset Australian Bond Active ETF
0.42%
2%
−0.34
Betashares Interest Rate Hedged Australian Grade Corporate Bond ETF
0.29%
1%
0.06
Betashares Australian Investment Grade Bond ETF
0.25%
1%
−0.36
Betashares Enhanced Credit (Geared) Complex ETF
0.29%
1%
−0.07
Betashares 2028 Fixed Term Corporate Bond Active ETF
0.22%
1%
−0.12
Betashares 2030 Fixed Term Corporate Bond Active ETF
0.22%
1%
−0.35
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