Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCRX (ALPS/Smith Credit Opportunities Fund Class I) | 1.54% | 5.53% | 6.72% | 2.14% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCRX (ALPS/Smith Credit Opportunities Fund Class I) | 09/16/2020 | 06/11/2026 |
| 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 (%) | 0.11 | 5.53 | 6.72 | 2.14 | NA | NA | NA | … | … | 1.54 | 6.01 | 5.79 | 8.52 | -11.24 | 3.31 | 4.93 |
| Sharpe Ratio | NA | 1.01 | 0.94 | -0.09 | NA | NA | NA | … | … | 0.02 | 1.02 | 0.67 | 0.97 | -2.26 | 1.53 | 6.09 |
| Standard Deviation(%) | NA | 2.74 | 3.63 | 4.11 | NA | NA | NA | … | … | 3.21 | 3.09 | 3.26 | 5.06 | 5.62 | 2.15 | 2.92 |
| Draw Down(%) | NA | 2.31 | 3.59 | 14.20 | NA | NA | NA | … | … | 2.31 | 3.20 | 2.08 | 4.96 | 14.02 | 2.06 | 1.00 |
| Yield(%) | 0.00 | 5.41 | 5.85 | 4.43 | 2.52 | 1.68 | 1.26 | … | … | 2.07 | 5.52 | 6.31 | 5.35 | 3.60 | 3.08 | 0.81 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| SMCRX (ALPS/Smith Credit Opportunities Fund Class I) |
-1.20%
Oct 2020 – Oct 2023 |
2.22%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCRX (ALPS/Smith Credit Opportunities Fund Class I) |
7.66%
Sep 2022 – Sep 2025 |
3.17%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart