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SURE
+8.11 · +6.58%
$131.42 · NYSE ARCA

Sonora Resources Corp (SURE) ETF Analysis | Mid-Cap Blend

AdvisorShares · USA
AUM:$51.0M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.90% — above average for this category.

What is SURE?

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by primarily investing in a portfolio of U. traded companies selected from a universe of the largest 3,000 U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SURE returned 14.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.90% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 12.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$51.0M
Expense Ratio0.90%
Dividend Yield0.99%
Holdings50
Inception DateOct 2011
Domicile–
Distribution–
Index–
ProviderAdvisorShares
Beta0.97
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.4%
1Y
+24.4%
3Y
+60.8%
5Y
+65.4%
OpenBook InsightIf you had invested £10,000 in SURE 5 years ago, it would have grown to £16,543 — a gain of £6,543.

Annual Returns

Calendar year performance

SURE delivered positive returns in 4 of the last 5 calendar years.
YearSURE
2026 YTD+18.9%
2025+11.1%
2024+12.6%
2023+25.2%
2022-12.1%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +11.1%Worst year: -12.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.6%
Low
Momentum
+3.0%
30-day change
Support Level
150.96
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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