- ISIN
- US86866R1023
- Issuer
- AdvisorShares
- Inception Date
- Oct 4, 2011
- Region
- North America (U.S.)
- Category
- Large Cap Value Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $57M
Highlights
- Avg. Volume (1M)
- 596
- Avg. Volume Value (1M)
- $88.28K
Share Price Chart
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Performance
SURE Performance Chart
AdvisorShares Insider Advantage ETF (SURE) is up 16.9% since the beginning of the year. SURE is currently trading at $149 per share. Investors who bought $1,000 worth of SURE shares 5 years ago would now be looking at an investment worth $1,660.
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Returns By Period
AdvisorShares Insider Advantage ETF (SURE) has returned 16.92% so far this year and 29.80% over the past 12 months. Over the last ten years, SURE has returned 11.32% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
AdvisorShares Insider Advantage ETF
- 1D
- 0.26%
- 1M
- 0.00%
- 6M
- 13.89%
- YTD
- 16.92%
- 1Y
- 29.80%
- 3Y*
- 15.19%
- 5Y*
- 10.67%
- 10Y*
- 11.32%
- ALL TIME*
- 13.42%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SURE Monthly Returns History
Based on dividend-adjusted daily data since Oct 5, 2011, SURE's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, an investment would double in approximately 5.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +16.1%, while the worst month was Mar 2020 at -15.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, SURE closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +8.1%, while the worst single day was Mar 16, 2020 at -8.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.66% | 2.53% | -5.19% | 8.07% | 2.69% | 5.56% | 0.01% | 16.92% | |||||
| 2025 | 3.24% | -2.52% | -4.79% | -2.01% | 4.24% | 3.14% | 0.08% | 4.51% | 0.70% | -0.67% | 2.00% | 2.66% | 10.58% |
| 2024 | 0.78% | 5.29% | 5.48% | -5.87% | 3.38% | -1.55% | 3.54% | 0.92% | 1.70% | -0.98% | 6.79% | -6.90% | 12.17% |
| 2023 | 9.22% | 0.15% | -4.16% | -1.16% | -2.60% | 10.27% | 4.90% | -2.26% | -3.05% | -3.50% | 8.31% | 6.65% | 23.30% |
| 2022 | -0.33% | -1.26% | 1.09% | -6.59% | 2.27% | -8.36% | 6.05% | -3.99% | -10.37% | 13.34% | 5.92% | -6.98% | -11.24% |
| 2021 | -0.57% | 6.30% | 6.02% | 4.73% | 3.38% | -1.88% | -0.51% | 1.84% | -3.31% | 5.12% | -4.32% | 5.59% | 23.87% |
Benchmark Metrics
AdvisorShares Insider Advantage ETF has an annualized alpha of 2.02%, beta of 0.84, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since October 05, 2011.
- This ETF generated an annualized alpha of 2.02% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.02%
- Beta
- 0.84
- R²
- 0.72
- Upside Capture
- 95.79%
- Downside Capture
- 95.63%
Expense Ratio
SURE has an expense ratio of 0.90%, placing it in the medium range.
Return for Risk
Risk / Return Rank
SURE ranks 89 for risk / return — above 89% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for AdvisorShares Insider Advantage ETF (SURE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SURE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.25 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.96 | 2.00 | +1.96 |
| Martin ratioReturn relative to average drawdown | 15.12 | 8.49 | +6.62 |
Dividends
Dividend History
AdvisorShares Insider Advantage ETF provided a 0.87% dividend yield over the last twelve months, with an annual payout of $1.29 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.29 | $1.29 | $0.79 | $1.16 | $1.48 | $1.06 | $1.02 | $0.82 | $0.74 | $0.47 | $0.73 | $0.42 |
Dividend yield | 0.87% | 1.01% | 0.68% | 1.11% | 1.72% | 1.08% | 1.28% | 1.09% | 1.26% | 0.65% | 1.14% | 0.77% |
Monthly Dividends
The table displays the monthly dividend distributions for AdvisorShares Insider Advantage ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.29 | $1.29 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $1.48 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $1.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AdvisorShares Insider Advantage ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AdvisorShares Insider Advantage ETF was 35.68%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current AdvisorShares Insider Advantage ETF drawdown is 0.80%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-35.68%Mar 2020 | 1mo 9d | 7mo 25d | 9mo 4dFeb 2020 - Nov 2020 | COVID crash2020 |
-25.07%Dec 2018 | 10mo 29d | 11mo 29d | 1y 10moJan 2018 - Dec 2019 | Rate-hike selloffLate 2018 |
-23.75%Sep 2022 | 8mo 11d | 10mo 8d | 1y 6moJan 2022 - Jul 2023 | Bear market2022 |
-21.54%Apr 2025 | 4mo 12d | 5mo 6d | 9mo 18dNov 2024 - Sep 2025 | 2025 selloff2025 |
-15.94%Feb 2016 | 7mo 22d | 6mo 6d | 1y 1moJun 2015 - Aug 2016 | — |
Drawdown Indicators
| SURE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.68% | -56.78% | +21.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.10% | -9.10% | +2.00% |
Max Drawdown (3Y)Largest decline over 3 years | -21.54% | -18.90% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -25.43% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | -35.68% | -33.92% | -1.76% |
Current DrawdownCurrent decline from peak | -0.80% | -1.58% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -4.80% | -10.70% | +5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.14% | -0.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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