Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMRSX (ALPS/Smith Short Duration Bond Fund) | 0.56% | 3.63% | 4.80% | 2.39% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMRSX (ALPS/Smith Short Duration Bond Fund) | 08/16/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.63 | 4.80 | 2.39 | NA | NA | NA | … | … | 0.56 | 5.38 | 4.87 | 4.73 | -2.86 | -0.26 | 6.27 | 4.55 | 0.87 |
| Sharpe Ratio | NA | 0.64 | 0.94 | -0.10 | NA | NA | NA | … | … | -0.94 | 1.64 | 0.75 | 0.55 | -2.23 | -0.39 | 2.94 | 2.95 | 0.91 |
| Standard Deviation(%) | NA | 1.38 | 1.62 | 1.68 | NA | NA | NA | … | … | 1.52 | 1.53 | 1.67 | 1.96 | 1.93 | 0.74 | 2.04 | 1.04 | 0.84 |
| Draw Down(%) | NA | 0.94 | 0.94 | 4.94 | NA | NA | NA | … | … | 0.94 | 0.78 | 0.60 | 0.96 | 4.42 | 0.68 | 3.49 | 0.39 | 0.16 |
| Yield(%) | 0.00 | 3.87 | 4.13 | 2.97 | 2.18 | 1.45 | 1.09 | … | … | 1.52 | 4.01 | 4.47 | 3.53 | 1.42 | 0.68 | 2.00 | 2.91 | 0.87 |
Data as of 06/10/2026, Common starting date is 08/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMRSX (ALPS/Smith Short Duration Bond Fund) |
-0.14%
Jul 2020 – Jul 2023 |
2.04%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMRSX (ALPS/Smith Short Duration Bond Fund) |
5.16%
Oct 2022 – Oct 2025 |
2.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart