SBI 日本株3.8ベアIII is an investment trust seeking to move inversely to the Japanese stock market. Its inception date is 3 June 2025 and its maturity date is 22 August 2028. Its principal investments are Japanese stock index futures and short-term Japanese government bonds.
As basic information on the investment trust, SBI Asset Management is responsible for managing the fund. Its inception date is 3 June 2025 and its maturity date is 22 August 2028. Its investment policy is to invest primarily in Japanese stock index futures and seek to make daily movements in its net asset value approximately 3.8 times the inverse of movements in the Japanese market as a whole. Its accounting period ends in May.
In terms of fund returns, cumulative total return is stated as -95.47%, while the 1-year figure is -90.09%. The annualized figure for the same period is also -90.09%, with a Sharpe ratio of -0.83 and annualized risk of 109.79.