Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCMX (ALPS/Smith Short Duration Bond Fund Class C) | 0.10% | 2.64% | 3.94% | 1.62% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCMX (ALPS/Smith Short Duration Bond Fund Class C) | 08/16/2018 | 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 (%) | -0.20 | 2.64 | 3.94 | 1.62 | NA | NA | NA | … | … | 0.10 | 4.45 | 4.10 | 4.10 | -3.61 | -0.89 | 5.52 | 3.79 | 0.61 |
| Sharpe Ratio | NA | 0.06 | 0.48 | -0.55 | NA | NA | NA | … | … | -1.45 | 1.05 | 0.29 | 0.23 | -2.56 | -1.21 | 2.58 | 2.15 | 0.05 |
| Standard Deviation(%) | NA | 1.39 | 1.61 | 1.69 | NA | NA | NA | … | … | 1.57 | 1.51 | 1.62 | 1.99 | 1.98 | 0.76 | 2.03 | 1.08 | 1.00 |
| Draw Down(%) | NA | 1.00 | 1.00 | 5.83 | NA | NA | NA | … | … | 1.00 | 0.78 | 0.68 | 1.01 | 5.01 | 1.02 | 3.49 | 0.49 | 0.24 |
| Yield(%) | 0.00 | 2.91 | 3.32 | 2.28 | 1.62 | 1.08 | 0.81 | … | … | 0.97 | 3.31 | 3.73 | 2.82 | 0.78 | 0.33 | 1.26 | 2.17 | 0.61 |
Data as of 06/03/2026, Common starting date is 08/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCMX (ALPS/Smith Short Duration Bond Fund Class C) |
-0.84%
Jul 2020 – Jul 2023 |
1.32%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCMX (ALPS/Smith Short Duration Bond Fund Class C) |
4.42%
Oct 2022 – Oct 2025 |
2.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart