Sortino 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 Sortino 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 4, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| HOBIX | Holbrook Income Fund Class I | 10.66 | |||
| LCTIX | Leader Capital High Quality Income Fund Institutional Shares | 6.05 | |||
| LCTRX | Leader Capital High Quality Floating Rate Fund Investor Shares | 5.58 | |||
| MDVAX | MassMutual Diversified Bond Fund | 4.27 | |||
| AMFIX | AAMA Income Fund | 3.81 | |||
| GUGAX | GMO Multi-Sector Fixed Income Fund | 3.47 | |||
| ARINX | Archer Income Fund | 3.46 | |||
| BILDX | DoubleLine Infrastructure Income Fund | 3.04 | |||
| SEATX | SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.91 | |||
| TSHFX | Transamerica Asset Allocation Short Horizon | 2.88 | |||
| SMTRX | ALPS/Smith Total Return Bond Fund | — |
Historical Sortino Ratio
The chart shows SMTRX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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.
Loading charts...
IHow does SMTRX fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio