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Nasdaq - Delayed Quote USD

ALPS/Smith Total Return Bond C (SMCHX)

9.53
+0.02
+(0.21%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.23%
5y Average Return -0.49%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 11, 2025) 8.62%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 8.62%
Worst 3Y Total Return -3.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMCHX
Category
YTD
2.46%
-0.61%
1-Month
-0.20%
0.77%
3-Month
2.46%
1.99%
1-Year
4.24%
3.06%
3-Year
0.27%
5.69%
5-Year
0.33%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
5.68%
4.61%
Last Bear Market
-5.39%
1.87%

Annual Total Return (%) History

Year
SMCHX
Category
2025
--
--
2024
1.46%
--
2023
5.19%
--
2022
-13.07%
--
2021
-1.58%
--
2020
8.62%
8.06%
2019
8.54%
8.94%
2018
--
-0.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.46% -- -- --
2024 -0.26% -0.01% 4.58% -2.72%
2023 2.55% -0.46% -3.23% 6.49%
2022 -5.69% -5.39% -3.78% 1.27%
2021 -2.84% 1.74% -0.22% -0.22%
2020 -0.05% 5.43% 1.49% 1.56%
2019 3.40% 2.69% 2.28% -0.05%
2018 1.24% 1.65% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 68
3-Month 74
1-Year 90
3-Year 78
5-Year 75

Load Adjusted Returns

1-Year 3.24%
3-Year 0.27%
5-Year 0.33%
10-Year --

Performance & Risk

YTD Return 0.23%
5y Average Return -0.49%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family ALPS
Net Assets 3.25B
YTD Return 2.46%
Yield 3.50%
Morningstar Rating
Inception Date Jun 29, 2018

Fund Summary

The fund pursues its investment objective by primarily investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities (including investments in emerging markets).

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