Sonora Resources Corp (SURE) Performance
SURE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +21.0% since Dec 31, 2025
- 1 year
- +26.1% total return
- 5 years
- +10.6% a year
- 10 years
- +11.4% a year
- Since first price
- +13.4% a year since 2011
SURE trailing returns vs SPY, QQQ, AGG
| Period | SURE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +6.3% | +6.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.4% | +5.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +12.6% | +12.6% | +7.8% | +8.4% | −1.5% |
| YTD | +21.0% | +21.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +26.1% | +24.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +72.3%+19.9%/yr | +67.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +65.6%+10.6%/yr | +56.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +194.2%+11.4%/yr | +163.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +511.0%+12.8%/yr | +432.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionOct 5, 2011 | +562.5%+13.4%/yr | +477.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SURE vs SPY
From Oct 5, 2011: SURE grew to $66,246, SPY to $86,247.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SURE returns by calendar year
11 of 14 full years positive. Best 2013 (+43.6%), worst 2018 (−17.0%). 2026 is year to date.
SURE annual returns table
| Year | SURE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +21.0% | −6.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.6% | −19.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.2% | −8.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +23.3% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −11.2% | −23.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +23.9% | −7.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +8.8% | −35.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.9% | −5.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −17.0% | −25.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.2% | −5.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +18.8% | −8.0% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.6% | −12.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.9% | −7.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +43.6% | −4.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.0% | −11.4% | +16.0% | +18.1% | +3.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SURE largest drawdowns
Now 0.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 12, 2020 | −35.7% | Mar 23, 2020 | Nov 13, 2020 | 40 days | 9 months |
| Jan 26, 2018 | −25.1% | Dec 24, 2018 | Dec 18, 2019 | 11 months | 1.9 years |
| Jan 14, 2022 | −23.8% | Sep 26, 2022 | Jul 31, 2023 | 8 months | 1.5 years |
| Nov 26, 2024 | −21.5% | Apr 8, 2025 | Sep 11, 2025 | 4 months | 9 months |
| Jun 23, 2015 | −15.9% | Feb 11, 2016 | Aug 15, 2016 | 8 months | 1.1 years |
| Sep 18, 2012 | −11.4% | Nov 14, 2012 | Feb 7, 2013 | 57 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SURE risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2011 |
|---|---|---|---|---|
| Annualized return | +16.1% | +10.3% | +10.7% | +12.1% |
| Volatility (annualized) | 13.7% | 17.1% | 16.9% | 15.5% |
| Sharpe ratio | 0.84 | 0.45 | 0.55 | 0.72 |
| Sortino ratio | 1.38 | 0.71 | 0.86 | 1.16 |
| Best month | +8.3% | +13.3% | +16.1% | +16.1% |
| Worst month | −6.9% | −10.4% | −15.3% | −15.3% |
| Best 12 months | +30.3% | +33.1% | +60.7% | +60.7% |
| Worst 12 months | −4.0% | −15.6% | −17.0% | −17.0% |
| Positive months | 69% | 60% | 62% | 64% |
| Beta vs S&P 500 | 0.88 | 0.92 | 0.97 | — |
| Correlation with S&P 500 | 0.80 | 0.84 | 0.88 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SURE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 169 | −17.0% | +13.1% | +60.7% | 79% |
| 3-year (a year) | 145 | −3.7% | +10.6% | +26.6% | 99% |
| 5-year (a year) | 121 | +0.7% | +10.6% | +18.7% | 100% |
| 10-year (a year) | 61 | +7.9% | +9.8% | +13.9% | 100% |
Every holding period starting at a month-end since 2011. Returns for 3 years and longer are annualized.
SURE performance overview
Sonora Resources Corp (SURE) returned +26.1% over the past year and +11.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2011 it has returned +13.4% a year, turning $10,000 into about $66,246. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −35.7%, from Feb 12, 2020 to Mar 23, 2020, and it took 8 months to get back to the old high. SURE finished 11 of its 14 full calendar years with a gain; the best year was 2013 (+43.6%) and the worst 2018 (−17.0%). Volatility has been 15.5% a year.
Related: SURE chart, SURE holdings, SURE dividends, SURE valuation. See the SURE overview for the latest quote and fund facts.
SURE performance FAQ
What is the SURE return over the past year?
SURE returned +26.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 24.9%.
What is the average annual return of SURE?
SURE has returned +10.6% a year over 5 years, +11.4% a year over 10 years, +13.4% a year since October 5, 2011 (total return, distributions reinvested).
How much would $10,000 invested in SURE be worth?
$10,000 invested in SURE at its first recorded close on October 5, 2011 would be worth about $66,246 on October 23, 2026 with distributions reinvested.
What was the worst year for SURE?
The worst calendar year was 2018, with a total return of −17.0%. The best was 2013 at +43.6%.
What is the biggest drawdown of SURE?
The largest peak-to-trough decline was −35.7% between February 12, 2020 and March 23, 2020. It recovered to the old high on November 13, 2020, 8 months after the bottom.
How volatile is SURE?
Over the past 3 years SURE had an annualized volatility of 13.7% and a Sharpe ratio of 0.84 (excess return over 1–3 month T-bills per unit of risk).