DSBFX vs. SMTRX

Last updated Jun 24, 2026

DSBFX (Domini Impact Bond Fund) and SMTRX (ALPS/Smith Total Return Bond Fund) are both Intermediate Core-Plus Bond funds. Their correlation of 0.91 suggests significant overlap in exposure. DSBFX charges 0.87%/yr vs 0.99%/yr for SMTRX.

Performance

DSBFX vs. SMTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Domini Impact Bond Fund (DSBFX) and ALPS/Smith Total Return Bond Fund (SMTRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DSBFX

• 1D: -0.29%
• 1M: 0.56%
• YTD: 0.34%
• 6M: 0.60%
• 1Y: 3.78%
• 3Y*: 3.77%
• 5Y*: -0.51%
• 10Y*: 1.47%

SMTRX

• 1D: -0.31%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSBFX vs. SMTRX - Yearly Performance Comparison

	2026 (YTD)
DSBFX Domini Impact Bond Fund	0.27%
SMTRX ALPS/Smith Total Return Bond Fund	0.00%

Correlation

The correlation between DSBFX and SMTRX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.91

Return for Risk

DSBFX vs. SMTRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSBFX

DSBFX Risk / Return Rank: 18
DSBFX Sharpe Ratio Rank: 18
DSBFX Sortino Ratio Rank: 19
DSBFX Omega Ratio Rank: 17
DSBFX Calmar Ratio Rank: 18
DSBFX Martin Ratio Rank: 16

SMTRX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSBFX vs. SMTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Domini Impact Bond Fund (DSBFX) and ALPS/Smith Total Return Bond Fund (SMTRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DSBFX	SMTRX	Difference
Sharpe ratio: Return per unit of total volatility	1.11	—	—
Sortino ratio: Return per unit of downside risk	1.66	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	1.39	—	—
Martin ratio: Return relative to average drawdown	3.99	—	—

Drawdowns

DSBFX vs. SMTRX - Drawdown Comparison

The maximum DSBFX drawdown since its inception was -20.10%, which is greater than SMTRX's maximum drawdown of -0.62%. Use the drawdown chart below to compare losses from any high point for DSBFX and SMTRX.

Drawdown Indicators

	DSBFX	SMTRX	Difference
Max Drawdown Largest peak-to-trough decline	-20.10%	-0.62%	-19.48%
Max Drawdown (1Y) Largest decline over 1 year	-2.95%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.59%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.10%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-20.10%	—	—
Current Drawdown Current decline from peak	-3.93%	-0.31%	-3.62%
Average Drawdown Average peak-to-trough decline	-3.78%	-0.18%	-3.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.03%	—	—

Volatility

Volatility by Period

	DSBFX	SMTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.14%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.73%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.69%	3.64%	+0.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.01%	3.64%	+2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.02%	3.64%	+1.38%

DSBFX vs. SMTRX - Expense Ratio Comparison

DSBFX has a 0.87% expense ratio, which is lower than SMTRX's 0.99% expense ratio.

Dividends

DSBFX vs. SMTRX - Dividend Comparison

DSBFX's dividend yield for the trailing twelve months is around 3.14%, more than SMTRX's 0.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DSBFX Domini Impact Bond Fund	3.14%	3.09%	3.13%	2.59%	1.81%	2.31%	5.03%	2.38%	2.67%	1.70%	0.48%	0.55%
SMTRX ALPS/Smith Total Return Bond Fund	0.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DSBFX and SMTRX in my portfolio?

With a correlation of 0.91, DSBFX and SMTRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.