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ALPS/Smith Total Return Bond Fund (SMTRX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

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).

Sharpe ratio is not yet available for SMTRX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares ALPS/Smith Total Return Bond Fund's Sharpe Ratio with other mutual funds in the Intermediate Core-Plus Bond category across multiple time periods, showing how SMTRX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
HOBIXHolbrook Income Fund Class I3.31
LCTIXLeader Capital High Quality Income Fund Institutional Shares2.72
LCTRXLeader Capital High Quality Floating Rate Fund Investor Shares2.60
MDVAXMassMutual Diversified Bond Fund2.58
AMFIXAAMA Income Fund2.43
ARINXArcher Income Fund2.29
GUGAXGMO Multi-Sector Fixed Income Fund2.13
BILDXDoubleLine Infrastructure Income Fund1.96
TSHFXTransamerica Asset Allocation Short Horizon1.95
PGSIXPutnam Mortgage Securities Fund1.87
SMTRXALPS/Smith Total Return Bond Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows SMTRX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when SMTRX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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