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Nasdaq - Delayed Quote USD

ALPS/Smith Credit Opportunities I (SMCRX)

9.00
-0.02
(-0.22%)
As of 8:07:12 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.09%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 8.51%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 8.51%
Worst 3Y Total Return -0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMCRX
Category
YTD
1.39%
1.94%
1-Month
-0.68%
0.65%
3-Month
1.39%
2.15%
1-Year
5.28%
9.23%
3-Year
2.71%
5.23%
5-Year
0.00%
4.63%
10-Year
0.00%
4.32%
Last Bull Market
6.28%
8.16%
Last Bear Market
-8.32%
-3.23%

Annual Total Return (%) History

Year
SMCRX
Category
2025
--
--
2024
5.24%
--
2023
8.51%
--
2022
-11.26%
--
2021
3.31%
--
2020
--
4.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.39% -- -- --
2024 1.36% 0.59% 4.36% -1.09%
2023 1.41% 0.49% -0.44% 6.95%
2022 -5.16% -8.32% -1.01% 3.11%
2021 -0.55% 2.83% 0.60% 0.43%
2020 5.56% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 81
3-Month 74
1-Year 78
3-Year 67
5-Year --

Load Adjusted Returns

1-Year 5.28%
3-Year 2.71%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.09%
5y Average Return 0.00%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family ALPS
Net Assets 149.31M
YTD Return 1.39%
Yield 5.61%
Morningstar Rating
Inception Date Sep 15, 2020

Fund Summary

Under normal circumstances, the fund invests at least 80% of the aggregate of its net assets and borrowings for investment purposes in credit and credit related instruments. It invests, under normal circumstances, in a portfolio of U.S. debt securities of varying maturities and durations and across multiple sectors that the portfolio managers believe have capital appreciation potential. Under normal circumstances, the fund may invest up to 65% of its net assets in below investment grade securities.

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