Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIBX (ALPS/Smith Balanced Opportunity Fund) | 8.47% | 21.57% | 15.33% | 7.85% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIBX (ALPS/Smith Balanced Opportunity Fund) | 09/15/2020 | 06/04/2026 |
| 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 | 21.57 | 15.33 | 7.85 | NA | NA | NA | … | … | 8.47 | 13.16 | 15.50 | 16.38 | -16.13 | 15.54 | 8.03 |
| Sharpe Ratio | NA | 2.18 | 1.28 | 0.47 | NA | NA | NA | … | … | 1.73 | 0.90 | 1.47 | 1.50 | -1.08 | 1.71 | 3.36 |
| Standard Deviation(%) | NA | 8.81 | 9.64 | 11.15 | NA | NA | NA | … | … | 10.52 | 11.43 | 8.09 | 8.55 | 16.37 | 9.06 | 8.79 |
| Draw Down(%) | NA | 7.01 | 12.42 | 20.28 | NA | NA | NA | … | … | 7.01 | 12.42 | 4.49 | 7.83 | 20.21 | 3.41 | 3.40 |
| Yield(%) | 0.00 | 9.34 | 8.26 | 5.04 | 3.01 | 2.01 | 1.51 | … | … | 0.44 | 9.70 | 11.67 | 1.90 | 1.01 | 0.71 | 0.13 |
Data as of 06/04/2026, Common starting date is 09/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIBX (ALPS/Smith Balanced Opportunity Fund) |
2.27%
Apr 2021 – Apr 2024 |
6.82%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIBX (ALPS/Smith Balanced Opportunity Fund) |
15.65%
May 2023 – May 2026 |
9.75%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart