Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALPBX (ALPS/Smith Balanced Opportunity Fund Class I) | 6.08% | 18.00% | 14.26% | 7.50% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPBX (ALPS/Smith Balanced Opportunity Fund Class I) | 09/16/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 18.00 | 14.26 | 7.50 | NA | NA | NA | … | … | 6.08 | 13.06 | 15.39 | 16.68 | -15.91 | 15.86 | 8.12 |
| Sharpe Ratio | NA | 1.89 | 1.17 | 0.45 | NA | NA | NA | … | … | 1.25 | 0.89 | 1.44 | 1.54 | -1.07 | 1.75 | 3.42 |
| Standard Deviation(%) | NA | 9.03 | 9.73 | 11.17 | NA | NA | NA | … | … | 10.81 | 11.43 | 8.19 | 8.51 | 16.30 | 9.03 | 8.89 |
| Draw Down(%) | NA | 6.96 | 12.34 | 20.05 | NA | NA | NA | … | … | 6.96 | 12.34 | 4.54 | 7.77 | 19.98 | 3.38 | 3.37 |
| Yield(%) | 0.00 | 9.41 | 8.42 | 5.26 | 3.16 | 2.10 | 1.58 | … | … | 0.60 | 9.67 | 11.98 | 2.19 | 1.24 | 0.98 | 0.21 |
Data as of 06/10/2026, Common starting date is 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPBX (ALPS/Smith Balanced Opportunity Fund Class I) |
2.51%
Apr 2021 – Apr 2024 |
6.96%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPBX (ALPS/Smith Balanced Opportunity Fund Class I) |
15.71%
May 2023 – May 2026 |
9.91%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart