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
SMTH (ALPS/SMITH Core Plus Bond ETF) 0.10% 4.74% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/06/2023
More Performance Analytics Comparison
Name Start Date End Date
SMTH (ALPS/SMITH Core Plus Bond ETF) 12/06/2023 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 (%) -0.23 4.74 NA NA NA NA NA 0.10 6.86 2.76 3.47
Sharpe Ratio NA 0.50 NA NA NA NA NA -0.58 0.90 -0.18 11.11
Standard Deviation(%) NA 3.84 NA NA NA NA NA 3.93 4.45 4.83 6.05
Draw Down(%) NA 2.76 NA NA NA NA NA 2.76 2.53 3.27 0.42
Yield(%) 0.00 4.43 3.78 2.27 1.13 0.76 0.57 1.76 4.56 4.51 0.25
Data as of 06/10/2026, Common starting date is 12/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMTH (ALPS/SMITH Core Plus Bond ETF) 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
SMTH (ALPS/SMITH Core Plus Bond ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return