Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCVX (ALPS/Smith Credit Opportunities Fund Investor Class) | 1.18% | 5.40% | 6.76% | 2.04% | 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 |
|---|---|---|
| SMCVX (ALPS/Smith Credit Opportunities Fund Investor Class) | 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 (%) | -0.22 | 5.40 | 6.76 | 2.04 | NA | NA | NA | … | … | 1.18 | 5.99 | 6.38 | 8.27 | -11.45 | 3.01 | 4.80 |
| Sharpe Ratio | NA | 0.99 | 0.97 | -0.10 | NA | NA | NA | … | … | 0.00 | 0.99 | 0.83 | 0.93 | -2.27 | 1.41 | 5.79 |
| Standard Deviation(%) | NA | 2.77 | 3.65 | 4.14 | NA | NA | NA | … | … | 3.24 | 3.14 | 3.33 | 5.00 | 5.70 | 2.12 | 2.98 |
| Draw Down(%) | NA | 2.29 | 3.74 | 14.50 | NA | NA | NA | … | … | 2.29 | 3.29 | 2.07 | 5.21 | 14.23 | 2.08 | 1.00 |
| Yield(%) | 0.00 | 5.41 | 5.71 | 4.27 | 2.42 | 1.61 | 1.21 | … | … | 2.04 | 5.50 | 6.03 | 5.12 | 3.40 | 2.78 | 0.79 |
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 |
|---|---|---|---|---|
| SMCVX (ALPS/Smith Credit Opportunities Fund Investor Class) |
-1.49%
Oct 2020 – Oct 2023 |
2.18%
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 |
|---|---|---|---|---|
| SMCVX (ALPS/Smith Credit Opportunities Fund Investor Class) |
7.77%
Sep 2022 – Sep 2025 |
3.11%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart