SURI ETF

$15.91
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Returns Overview

1 Month
-0.18%
3 Months
-3.85%
6 Months
+13.66%
YTD
-1.61%
1 Year
+5.17%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SURI 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

-0.18%

3 Months Performance

-3.85%

6 Months Performance

+13.66%

1 Year Performance

+5.17%

Benchmark & Peers

Benchmark
MSCI USA IMI Health Care Index(NA)
This ETF (YTD)
-1.61%
Peer Avg (YTD)
+0.79%
vs Peers
-2.41%

SURI ETF Performance

SURI performance across multiple time periods: 1-month -0.18%, YTD -1.61%, 1-year 5.17%.

SURI returns trail the peer average of 0.79% YTD. With an expense ratio of 2.57%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.18%N/A
3 Months-3.85%N/A
6 Months+13.66%N/A
1 Year+5.17%N/A

All returns shown are total returns, not annualized