Summary
SURE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 27.11% 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: 02/06/2026

Current price: $143.32

Expense ratio: 0.90%

Assets under management
$52.2M
-0.07% 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

5.37%

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

6.75%

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

15.19%

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

27.11%

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

29.16%

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

64.26%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.099%

Best day

2.382%

22/08/2025
Worst day

-1.998%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $143.42 $143.50 $141.84 $143.32 1,100
01/06/2026 $141.31 $142.70 $141.31 $142.70 500
29/05/2026 $140.74 $141.59 $140.74 $141.12 1,000
28/05/2026 $141.18 $141.18 $141.11 $141.11 400
27/05/2026 $140.56 $140.56 $140.56 $140.56 100
26/05/2026 $141.53 $141.53 $140.44 $140.64 600
22/05/2026 $139.02 $139.02 $139.02 $139.02 100
21/05/2026 $138.48 $140.12 $137.60 $137.67 4,100
20/05/2026 $136.49 $137.73 $136.14 $137.73 1,900
19/05/2026 $136.23 $136.23 $136.08 $136.08 200