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BBUSBetashares · Equity - Global Strategy · Equity · United States · Currency hedged · Geared · Active

Betashares US Equities Strong Bear Currency Hedged Complex ETF

Fee p.a.
1.32%
ASX report
Fund size
A$113m
12m flow A$26m
Yield
0.0%
0 payments / yr
Volatility 3y
37.8%
annualised
Max DD 3y
−77.9%
all-time −98.5%
Listed
2015
26 Aug 2015 · spread 0.10%

Growth of $10,000

Since listing, distributions reinvested
$0$2k$4k$6k$8k$10k$12k201520172019202120232025
$10,000 at listing$173 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−3.7%
0.3%
3 months
−4.8%
6 months
−25.4%
Year to date
−21.8%
1 year
−32.9%
−26.7%
3 years p.a.
−34.6%
−31.5%
5 years p.a.
−24.0%
−24.0%
10 years p.a.
−31.0%
Since listing p.a.
−31.4%

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 −1.02Vol 1y 32.1%Vol 5y 41.1%Max DD 1y −36.3%Max DD 5y −83.2%Best year 44.2%20% positive years

Calendar-year returns

2016
−27.9%
2017
−36.6%
2018
7.0%
2019
−47.8%
2020
−48.0%
2021
−47.8%
2022
44.2%
2023
−36.6%
2024
−35.0%
2025
−37.9%
2026
−21.8%

Where the money is

Look-through exposure as at 2 Sept 2026 · 0 securities · top 10 = 0.0%

Top holdings

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 Australian Equities Strong Bear Complex ETF
1.29%
0%
0.70
Betashares Australian Equities BEAR Complex ETF
1.48%
0%
0.69
Betashares Strong Us Dollar Complex ETF
1.38%
0%
0.53
VanEck Australian Subordinated Debt ETF
0.29%
0%
0.16
iShares Global Consumer Staples ETF
0.41%
0%
0.10
Betashares Geared Short Australian Government Bond Complex ETF
0.99%
0%
0.10
Betashares Geared Short US Treasury Bond Currency Hedged Complex ETF
0.99%
0%
0.10
VanEck 1-5 Year Australian Government Bond ETF
0.22%
0%
0.09
Global X Physical Gold
0.40%
0%
0.07
VanEck FTSE China A50 ETF
0.60%
0%
0.06
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