Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTRX (ALPS/Smith Total Return Bond Fund) | -0.07% | 4.42% | 4.17% | 0.25% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTRX (ALPS/Smith Total Return Bond Fund) | 06/29/2018 | 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 (%) | -0.31 | 4.42 | 4.17 | 0.25 | NA | NA | NA | … | … | -0.07 | 6.79 | 2.21 | 5.93 | -12.42 | -0.87 | 9.37 | 9.35 | 3.23 |
| Sharpe Ratio | NA | 0.42 | 0.18 | -0.40 | NA | NA | NA | … | … | -0.67 | 0.93 | -0.28 | 0.34 | -2.08 | -0.31 | 1.72 | 2.68 | 2.07 |
| Standard Deviation(%) | NA | 3.67 | 5.08 | 5.38 | NA | NA | NA | … | … | 3.95 | 4.21 | 5.07 | 6.69 | 6.69 | 2.83 | 5.27 | 2.94 | 2.43 |
| Draw Down(%) | NA | 2.71 | 6.16 | 16.82 | NA | NA | NA | … | … | 2.71 | 2.77 | 3.40 | 7.04 | 15.84 | 3.07 | 8.57 | 1.72 | 1.07 |
| Yield(%) | 0.00 | 4.18 | 4.19 | 3.06 | 2.60 | 1.73 | 1.30 | … | … | 1.68 | 4.25 | 4.22 | 3.86 | 2.41 | 1.65 | 3.49 | 3.01 | 1.02 |
Data as of 06/10/2026, Common starting date is 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTRX (ALPS/Smith Total Return Bond Fund) |
-4.70%
Oct 2020 – Oct 2023 |
-0.34%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTRX (ALPS/Smith Total Return Bond Fund) |
7.04%
Jul 2018 – Jul 2021 |
1.92%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart