SMRSX vs. JCRAX
Compare and contrast key facts about ALPS/Smith Short Duration Bond Fund (SMRSX) and ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX).
SMRSX is managed by ALPS. It was launched on Jun 29, 2018. JCRAX is managed by ALPS. It was launched on Jun 28, 2010.
Performance
SMRSX vs. JCRAX - Performance Comparison
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SMRSX vs. JCRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SMRSX ALPS/Smith Short Duration Bond Fund | 0.02% | 5.38% | 4.50% | 4.73% | -3.47% | -0.39% | 6.27% | 4.13% | 0.87% |
JCRAX ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund | 20.49% | 25.30% | 1.32% | -7.37% | 12.82% | 29.21% | 2.15% | 11.00% | -15.63% |
Returns By Period
In the year-to-date period, SMRSX achieves a 0.02% return, which is significantly lower than JCRAX's 20.49% return.
SMRSX
- 1D
- 0.10%
- 1M
- -0.56%
- YTD
- 0.02%
- 6M
- 1.00%
- 1Y
- 3.66%
- 3Y*
- 4.59%
- 5Y*
- 2.11%
- 10Y*
- —
JCRAX
- 1D
- 0.41%
- 1M
- 3.94%
- YTD
- 20.49%
- 6M
- 27.91%
- 1Y
- 39.86%
- 3Y*
- 14.26%
- 5Y*
- 13.23%
- 10Y*
- 9.19%
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SMRSX vs. JCRAX - Expense Ratio Comparison
SMRSX has a 0.93% expense ratio, which is lower than JCRAX's 1.36% expense ratio.
Return for Risk
SMRSX vs. JCRAX — Risk / Return Rank
SMRSX
JCRAX
SMRSX vs. JCRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Smith Short Duration Bond Fund (SMRSX) and ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX). 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.
| SMRSX | JCRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.48 | 2.49 | -0.01 |
Sortino ratioReturn per unit of downside risk | 3.80 | 3.09 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.59 | 1.45 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.98 | 3.54 | +0.43 |
Martin ratioReturn relative to average drawdown | 15.84 | 16.83 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SMRSX | JCRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.48 | 2.49 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.64 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.76 | 0.22 | +1.54 |
Correlation
The correlation between SMRSX and JCRAX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SMRSX vs. JCRAX - Dividend Comparison
SMRSX's dividend yield for the trailing twelve months is around 3.91%, less than JCRAX's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMRSX ALPS/Smith Short Duration Bond Fund | 3.91% | 3.95% | 4.11% | 3.50% | 0.84% | 0.56% | 1.92% | 2.86% | 0.87% | 0.00% | 0.00% |
JCRAX ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund | 7.31% | 8.80% | 2.80% | 3.29% | 7.08% | 22.43% | 0.29% | 0.90% | 3.26% | 2.44% | 0.05% |
Drawdowns
SMRSX vs. JCRAX - Drawdown Comparison
The maximum SMRSX drawdown since its inception was -5.62%, smaller than the maximum JCRAX drawdown of -62.03%. Use the drawdown chart below to compare losses from any high point for SMRSX and JCRAX.
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Drawdown Indicators
| SMRSX | JCRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.62% | -62.03% | +56.41% |
Max Drawdown (1Y)Largest decline over 1 year | -0.95% | -11.40% | +10.45% |
Max Drawdown (5Y)Largest decline over 5 years | -5.62% | -26.60% | +20.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.14% | — |
Current DrawdownCurrent decline from peak | -0.66% | 0.00% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -26.67% | +25.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 2.40% | -2.16% |
Volatility
SMRSX vs. JCRAX - Volatility Comparison
The current volatility for ALPS/Smith Short Duration Bond Fund (SMRSX) is 0.64%, while ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund (JCRAX) has a volatility of 4.51%. This indicates that SMRSX experiences smaller price fluctuations and is considered to be less risky than JCRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMRSX | JCRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | 4.51% | -3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 0.96% | 11.52% | -10.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.52% | 16.24% | -14.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.68% | 20.65% | -18.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.59% | 18.13% | -16.54% |