Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALCBX (ALPS/Smith Balanced Opportunity Fund Class C) | 7.43% | 20.54% | 14.15% | 6.99% | 4.44% | 4.49% | 4.14% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALCBX (ALPS/Smith Balanced Opportunity Fund Class C) | 06/20/1996 | 06/03/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 20.54 | 14.15 | 6.99 | 4.44 | 4.49 | 4.14 | … | … | 7.43 | 12.55 | 14.21 | 15.49 | -16.77 | 14.74 | -3.92 | 5.05 | -0.50 | 4.52 | -1.15 | 2.42 | 9.83 | -3.83 | 6.87 | 9.98 | 2.67 | 13.15 | -8.27 | 1.55 | 4.31 | 4.09 | 3.75 | 3.73 | 6.60 | 3.21 | 9.36 | -3.98 | 5.61 | 9.98 | 7.30 |
| Sharpe Ratio | NA | 2.17 | 1.19 | 0.40 | 0.30 | NA | NA | … | … | 1.74 | 0.85 | 1.30 | 1.39 | -1.12 | 1.62 | -0.17 | 2.29 | -1.12 | 1.96 | -0.61 | 1.36 | 4.86 | -1.19 | 2.82 | 3.42 | 0.86 | 3.48 | -1.36 | -0.66 | 0.40 | 0.71 | 0.81 | 0.76 | 1.75 | 0.28 | 1.90 | -3.33 | 1.01 | 2.25 | 2.42 |
| Standard Deviation(%) | NA | 8.82 | 9.69 | 11.17 | 9.55 | NA | NA | … | … | 10.59 | 11.48 | 8.14 | 8.56 | 16.34 | 9.08 | 22.93 | 1.82 | 1.69 | 1.98 | 2.23 | 1.76 | 2.02 | 3.24 | 2.44 | 2.91 | 3.00 | 3.75 | 6.76 | 2.42 | 2.28 | 2.55 | 3.43 | 3.96 | 3.11 | 2.75 | 2.70 | 2.21 | 2.12 | 2.79 | 4.35 |
| Draw Down(%) | NA | 7.00 | 12.47 | 20.76 | 20.76 | NA | NA | … | … | 7.00 | 12.47 | 4.57 | 7.95 | 20.63 | 3.46 | 12.92 | 1.40 | 2.22 | 1.50 | 5.96 | 2.52 | 1.07 | 7.62 | 2.07 | 2.87 | 5.68 | 3.38 | 13.71 | 2.40 | 1.27 | 2.12 | 5.46 | 6.92 | 3.68 | 3.53 | 3.31 | 5.32 | 1.46 | 2.55 | 2.07 |
| Yield(%) | 0.00 | 9.36 | 7.65 | 4.50 | 3.09 | 3.25 | 3.23 | … | … | 0.45 | 9.28 | 10.84 | 1.12 | 0.42 | 0.27 | 0.13 | 2.08 | 2.51 | 2.30 | 2.51 | 2.64 | 2.91 | 2.77 | 3.29 | 3.54 | 3.39 | 3.84 | 3.19 | 3.41 | 3.49 | 3.57 | 3.06 | 4.25 | 4.58 | 4.45 | 4.66 | 4.31 | 4.50 | 4.75 | 2.89 |
Data as of 06/03/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALCBX (ALPS/Smith Balanced Opportunity Fund Class C) |
-2.57%
Sep 2019 – Sep 2022 |
-1.12%
Jun 2017 – Jun 2022 |
0.95%
Sep 2012 – Sep 2022 |
1.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALCBX (ALPS/Smith Balanced Opportunity Fund Class C) |
14.90%
May 2023 – May 2026 |
8.89%
Oct 2020 – Oct 2025 |
4.97%
May 2016 – May 2026 |
4.53%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart