SURI ETF

SURI ETF
$18.68
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Returns Overview

1 Month
+2.50%
3 Months
+15.30%
6 Months
+11.85%
YTD
+12.26%
1 Year
+35.97%
3 Years (annualized)
+8.11%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+12.26%
Peer Avg (YTD)
+5.87%
vs Peers
+6.39%

SURI ETF Performance

SURI performance across multiple time periods: 1-month 2.50%, YTD 12.26%, 1-year 35.97%, 3-year 8.11%.

SURI returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.57%, investors should weigh costs against performance when evaluating this ETF.

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

Compare SURI

SURI vs SPYSURI vs QQQSURI vs VOOSURI vs VTISURI vs IVVSURI vs SCHDSURI vs VYMSURI vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.50%N/A
3 Months+15.30%N/A
6 Months+11.85%N/A
1 Year+35.97%N/A
3 Years+8.11%N/A

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