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ALPS/Smith Total Return Bond I (SMTHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.54-0.02 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.45%
5-year average return1.24%
Number of years up3
Number of years down2
Best 1-yr total return (16 May 2024)9.74%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return9.74%
Worst 3-yr total return-2.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMTHXCategory
YTD-2.33%-0.61%
1-month-2.22%0.77%
3-month-2.28%1.99%
1-year0.30%3.06%
3-year-2.63%5.69%
5-year0.97%3.75%
10-year0.00%3.84%
Last bull market8.67%4.61%
Last bear market-5.15%1.87%

Annual total return (%) history

Year
SMTHXCategory
2024
N/AN/A
2023
6.34%N/A
2022
-12.17%N/A
2021
-0.67%N/A
2020
9.67%8.06%
2019
9.74%8.94%
2018
N/A-0.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.12%N/AN/AN/A
20232.90%-0.31%-2.88%6.74%
2022-5.45%-5.15%-3.54%1.52%
2021-2.68%2.00%0.12%-0.05%
20200.10%5.68%1.74%1.90%
20193.65%2.92%2.58%0.28%
20181.45%1.89%N/AN/A

Rank in category (by total return)

YTD31
1-month25
3-month24
1-year34
3-year21
5-year14

Load adjusted returns

1-year0.30%
3-year-2.63%
5-year0.97%
10-yearN/A