Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BHIMX (ALPS Series Trust – Brigade High Income Fund) 2.36% 7.46% 10.77% NA NA NA NA
Data as of 06/10/2026, Common starting date is 05/02/2023
More Performance Analytics Comparison
Name Start Date End Date
BHIMX (ALPS Series Trust – Brigade High Income Fund) 05/02/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 0.00 7.46 10.77 NA NA NA NA 2.36 7.71 10.86 12.75
Sharpe Ratio NA 2.53 2.40 NA NA NA NA 1.47 1.70 2.36 3.72
Standard Deviation(%) NA 1.99 3.25 NA NA NA NA 2.27 2.85 3.07 4.32
Draw Down(%) NA 1.47 3.23 NA NA NA NA 1.47 3.23 2.03 1.94
Yield(%) 0.00 8.81 11.34 6.90 3.45 2.30 1.73 3.81 8.85 12.47 8.88
Data as of 06/10/2026, Common starting date is 05/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHIMX (ALPS Series Trust – Brigade High Income Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHIMX (ALPS Series Trust – Brigade High Income Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return