Summary
SURE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 27.19% Volatility 17.89% Sharpe 0.62
Official loaded data — not a live quote.

ADVISORSHARES INSIDER ADVANTAGE ETF

Symbol: SURE

Exchange: NYSE

Sector: Technology

Category: Mid-Cap Blend

Inception date: 04/10/2011

Latest date: 20/07/2026

Current price: $147.68

Expense ratio: 0.90%

Assets under management
$56.6M
-0.49% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

2.31%

Ann. -39.97% (Sharpe / Sortino numerator)

Volatility

14.74%

Sharpe ratio

-2.957

VaR 95%

-1.44%

CVaR 95%: -1.46%
Max drawdown: -6.68%
Sortino ratio: -5.965
Calmar ratio: -5.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

8.76%

Ann. 0.73% (Sharpe / Sortino numerator)

Volatility

15.07%

Sharpe ratio

-0.192

VaR 95%

-1.44%

CVaR 95%: -1.70%
Max drawdown: -7.11%
Sortino ratio: -0.334
Calmar ratio: 0.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

13.71%

Ann. 8.53% (Sharpe / Sortino numerator)

Volatility

13.89%

Sharpe ratio

0.353

VaR 95%

-1.43%

CVaR 95%: -1.69%
Max drawdown: -7.11%
Sortino ratio: 0.580
Calmar ratio: 1.20

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

27.19%

Ann. 14.70% (Sharpe / Sortino numerator)

Volatility

17.89%

Sharpe ratio

0.619

VaR 95%

-1.44%

CVaR 95%: -2.45%
Max drawdown: -8.53%
Sortino ratio: 0.834
Calmar ratio: 1.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

30.29%

Ann. 6.27% (Sharpe / Sortino numerator)

Volatility

16.26%

Sharpe ratio

0.162

VaR 95%

-1.44%

CVaR 95%: -2.31%
Max drawdown: -21.55%
Sortino ratio: 0.227
Calmar ratio: 0.29

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

55.60%

Ann. 13.69% (Sharpe / Sortino numerator)

Volatility

15.46%

Sharpe ratio

0.651

VaR 95%

-1.43%

CVaR 95%: -2.12%
Max drawdown: -21.55%
Sortino ratio: 0.950
Calmar ratio: 0.64

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.1%

Best day

2.382%

22/08/2025
Worst day

-1.998%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $148.41 $148.80 $147.68 $147.68 800
17/07/2026 $148.50 $148.50 $148.43 $148.43 100
16/07/2026 $149.44 $149.44 $149.44 $149.44 100
15/07/2026 $148.75 $148.97 $148.75 $148.78 1,500
14/07/2026 $148.25 $148.76 $148.25 $148.76 1,000
13/07/2026 $148.10 $148.10 $148.10 $148.10 200
10/07/2026 $148.71 $148.71 $148.28 $148.55 1,200
09/07/2026 $147.92 $148.20 $147.92 $148.18 1,600
08/07/2026 $146.65 $146.65 $146.57 $146.57 500
07/07/2026 $148.79 $148.88 $148.19 $148.19 500