Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCHX (ALPS/Smith Total Return Bond Fund Class C) | -0.35% | 3.94% | 3.51% | -0.26% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCHX (ALPS/Smith Total Return Bond Fund Class C) | 06/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 3.94 | 3.51 | -0.26 | NA | NA | NA | … | … | -0.35 | 5.97 | 1.75 | 5.19 | -13.07 | -1.59 | 8.62 | 8.55 | 2.92 |
| Sharpe Ratio | NA | 0.34 | 0.11 | -0.52 | NA | NA | NA | … | … | -0.76 | 0.73 | -0.37 | 0.23 | -2.17 | -0.58 | 1.59 | 2.40 | 1.81 |
| Standard Deviation(%) | NA | 3.73 | 5.14 | 5.39 | NA | NA | NA | … | … | 4.07 | 4.26 | 4.99 | 6.76 | 6.70 | 2.78 | 5.26 | 2.95 | 2.42 |
| Draw Down(%) | NA | 2.91 | 6.34 | 17.49 | NA | NA | NA | … | … | 2.91 | 2.78 | 3.35 | 7.50 | 16.33 | 3.18 | 8.58 | 1.81 | 1.18 |
| Yield(%) | 0.00 | 3.19 | 3.48 | 2.46 | 2.04 | 1.36 | 1.02 | … | … | 1.10 | 3.56 | 3.79 | 3.16 | 1.77 | 0.94 | 2.76 | 2.34 | 0.81 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SMCHX (ALPS/Smith Total Return Bond Fund Class C) |
-5.39%
Oct 2020 – Oct 2023 |
-1.01%
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 |
|---|---|---|---|---|
| SMCHX (ALPS/Smith Total Return Bond Fund Class C) |
6.32%
Jul 2018 – Jul 2021 |
1.19%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart