Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTHX (ALPS/Smith Total Return Bond Fund Class I) | 0.08% | 4.34% | 4.47% | 0.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTHX (ALPS/Smith Total Return Bond Fund Class I) | 06/29/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.34 | 4.47 | 0.62 | NA | NA | NA | … | … | 0.08 | 7.03 | 2.41 | 6.35 | -12.17 | -0.66 | 9.69 | 9.74 | 3.38 |
| Sharpe Ratio | NA | 0.59 | 0.28 | -0.34 | NA | NA | NA | … | … | -0.58 | 0.96 | -0.24 | 0.41 | -2.05 | -0.25 | 1.79 | 2.88 | 2.27 |
| Standard Deviation(%) | NA | 3.78 | 5.13 | 5.39 | NA | NA | NA | … | … | 3.97 | 4.34 | 5.03 | 6.70 | 6.67 | 2.75 | 5.26 | 2.87 | 2.34 |
| Draw Down(%) | NA | 2.74 | 6.10 | 16.46 | NA | NA | NA | … | … | 2.74 | 2.67 | 3.34 | 6.78 | 15.58 | 3.02 | 8.57 | 1.72 | 0.99 |
| Yield(%) | 0.00 | 4.10 | 4.36 | 3.28 | 2.81 | 1.87 | 1.40 | … | … | 1.42 | 4.58 | 4.51 | 4.15 | 2.68 | 1.95 | 3.79 | 3.28 | 1.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SMTHX (ALPS/Smith Total Return Bond Fund Class I) |
-4.45%
Oct 2020 – Oct 2023 |
-0.04%
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 |
|---|---|---|---|---|
| SMTHX (ALPS/Smith Total Return Bond Fund Class I) |
7.39%
Jul 2018 – Jul 2021 |
2.24%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart