SCPZX vs. SMTRX
SCPZX (Carillon Reams Core Plus Bond Fund) and SMTRX (ALPS/Smith Total Return Bond Fund) are both Intermediate Core-Plus Bond funds. Their correlation of 0.93 means they have usually moved in the same direction. SCPZX charges 0.40%/yr vs 0.99%/yr for SMTRX.
Performance
SCPZX vs. SMTRX - Performance Comparison
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Returns By Period
SCPZX
- 1D
- 0.03%
- 1M
- -0.90%
- 6M
- -0.10%
- YTD
- 0.23%
- 1Y
- 3.04%
- 3Y*
- 4.31%
- 5Y*
- 0.56%
- 10Y*
- 2.67%
- ALL TIME*
- 1.96%
SMTRX
- 1D
- 0.15%
- 1M
- -1.10%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SCPZX vs. SMTRX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | -0.33% |
SMTRX ALPS/Smith Total Return Bond Fund | -0.86% |
Correlation
The correlation between SCPZX and SMTRX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 28, 2026 | 0.93 |
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Return for Risk
SCPZX vs. SMTRX — Risk / Return Rank
SCPZX
SMTRX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SCPZX vs. SMTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Plus Bond Fund (SCPZX) 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.
| SCPZX | SMTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | — | — |
| Martin ratioReturn relative to average drawdown | 3.72 | — | — |
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Drawdowns
SCPZX vs. SMTRX - Drawdown Comparison
The maximum SCPZX drawdown since its inception was -28.85%, which is greater than SMTRX's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for SCPZX and SMTRX.
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Drawdown Indicators
| SCPZX | SMTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.85% | -1.76% | -27.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.91% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.41% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.37% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | — | — |
Current DrawdownCurrent decline from peak | -1.89% | -1.61% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -0.65% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | — | — |
Volatility
SCPZX vs. SMTRX - Volatility Comparison
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Volatility by Period
| SCPZX | SMTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.25% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 3.79% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.60% | 3.79% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 3.79% | +1.83% |
SCPZX vs. SMTRX - Expense Ratio Comparison
SCPZX has a 0.40% expense ratio, which is lower than SMTRX's 0.99% expense ratio.
Dividends
SCPZX vs. SMTRX - Dividend Comparison
SCPZX's dividend yield for the trailing twelve months is around 4.36%, more than SMTRX's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | 4.01% | 4.35% | 4.70% | 4.31% | 3.06% | 1.27% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.89% |
SMTRX ALPS/Smith Total Return Bond Fund | 1.09% | 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
With a correlation of 0.93, SCPZX 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.
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