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

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 Jul 17, 2026.

Symbol	Name	1Y Sharpe Ratio
HOBIX	Holbrook Income Fund Class I	3.02
LCTIX	Leader Capital High Quality Income Fund Institutional Shares	2.52
MDVAX	MassMutual Diversified Bond Fund	2.46
LCTRX	Leader Capital High Quality Floating Rate Fund Investor Shares	2.40
AMFIX	AAMA Income Fund	2.09
GUGAX	GMO Multi-Sector Fixed Income Fund	2.03
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.02
ARINX	Archer Income Fund	1.93
PGSIX	Putnam Mortgage Securities Fund	1.77
LMSMX	Western Asset SMASh Series M Fund	1.66
SMTRX	ALPS/Smith Total Return Bond Fund	—

Benchmark

S&P 500 Index

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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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