SURE Performance — AdvisorShares Insider Advantage ETF
Data updated: 2026-09-10
SURE returned +16.88% year to date and +28.01% over one year to Jun 2026. Annualised returns are +17.12% over 3 years and +10.48% over 5 years. The fund beat its US Multi-Cap Blend category average: $100 invested three years ago grew to $161, against $143 for the category, and to $128 over one year, against $116. Volatility over the past three years was 13.94% a year. In the 12 months to Jun 2026 the fund lost a net $2.5M, and assets reached $56.55M.
SURE Growth of $100
What $100 invested in AdvisorShares Insider Advantage ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | SURE | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $128 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $161 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $165 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $236 | $173 |
SURE Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +16.88% |
| 1 year | +28.01% |
| 3 years (annualised) | +17.12% |
| 5 years (annualised) | +10.48% |
SURE Annual Returns
Calendar-year total returns of AdvisorShares Insider Advantage ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +16.88% |
| 2025 | +10.42% |
| 2024 | +12.14% |
| 2023 | +23.44% |
| 2022 | −11.44% |
| 2021 | +23.17% |
| 2020 | +8.84% |
| 2019 (Jul–Dec) | +11.28% |
SURE Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | +2.6% | −5.2% | +8.0% | +2.7% | +5.5% | — | — | — | — | — | — |
| 2025 | +3.2% | −2.5% | −4.8% | −2.1% | +4.3% | +3.1% | +0.3% | +4.5% | +0.9% | −1.1% | +2.1% | +2.5% |
| 2024 | +0.6% | +5.5% | +5.4% | −5.9% | +3.7% | −1.6% | +3.4% | +0.9% | +1.7% | −1.1% | +6.9% | −6.8% |
| 2023 | +9.5% | −0.2% | −3.9% | −1.2% | −2.6% | +10.1% | +5.2% | −2.5% | −2.9% | −3.5% | +8.5% | +6.6% |
| 2022 | −0.5% | −1.1% | +1.0% | −6.6% | +2.4% | −8.2% | +5.7% | −4.2% | −10.4% | +13.4% | +6.0% | −7.1% |
| 2021 | −1.2% | +6.3% | +6.1% | +4.6% | +3.3% | −1.7% | −0.4% | +1.6% | −3.4% | +5.3% | −4.3% | +5.7% |
| 2020 | −2.3% | −8.2% | −15.8% | +12.2% | +4.0% | +0.3% | +3.5% | +4.0% | −2.9% | −2.0% | +16.1% | +3.5% |
| 2019 | — | — | — | — | — | — | +1.5% | +0.1% | +0.5% | +1.9% | +3.1% | +3.6% |
SURE Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.94%
- 3-year Sharpe ratio: 0.91 (vs 4.5% risk-free rate)
- Best month: +8.45% (Nov 2023)
- Worst month: −6.80% (Dec 2024)
SURE Fund Flows
Monthly money in and out of AdvisorShares Insider Advantage ETF, from SEC Form N-PORT.
- 12-month net flow: −$2.5M
- 12-month gross sales (incl. reinvestments): $0
- Sales ÷ redemptions: 0.00×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $0 | $0 |
| May 2026 | $0 | $0 | $0 |
| Apr 2026 | $0 | $0 | $0 |
| Mar 2026 | $0 | $0 | $0 |
| Feb 2026 | $0 | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $0 | $0 | $0 |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $1.9M | −$1.9M |
| Sep 2025 | $0 | $615K | −$615K |
| Aug 2025 | $0 | $0 | $0 |
| Jul 2025 | $0 | $0 | $0 |
SURE Assets Under Management
Net assets of AdvisorShares Insider Advantage ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $56.55M |
| 2026-03-31 | $48.36M |
| 2025-12-31 | $48.38M |
| 2025-09-30 | $49.03M |
| 2025-06-30 | $46.96M |
| 2025-03-31 | $45.16M |
| 2024-12-31 | $47.17M |
| 2024-09-30 | $48.22M |
| 2024-06-28 | $47.12M |
| 2024-03-28 | $50.27M |
| 2023-12-29 | $44.95M |
| 2023-09-29 | $41.24M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.