SURE ETF

$150.19
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Returns Overview

1 Month
+1.34%
3 Months
+9.89%
6 Months
+14.07%
YTD
+17.41%
1 Year
+28.04%
3 Years (annualized)
+17.10%
5 Years (annualized)
+10.48%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SURE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+1.34%

3 Months Performance

+9.89%

6 Months Performance

+14.07%

1 Year Performance

+28.04%

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This ETF (YTD)
+17.41%
Peer Avg (YTD)
+9.51%
vs Peers
+7.90%

SURE ETF Performance

SURE performance across multiple time periods: 1-month 1.34%, YTD 17.41%, 1-year 28.04%, 3-year 17.10%, 5-year 10.48%, 10-year 11.56%.

SURE returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this ETF.

SURE performance comparison shows side-by-side returns with another fund. SURE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.34%Jun 29, 2026 to Jul 28, 2026
3 Months+9.89%Apr 28, 2026 to Jul 28, 2026
6 Months+14.07%Jan 28, 2026 to Jul 28, 2026
1 Year+28.04%N/A
3 Years+17.10%N/A
5 Years+10.48%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized