SMRSX
ALPS | Smith Short Duration Bond Fund
FINANCIAL INVESTORS TRUST

Average annual returns

Through 2025
1 year
5.37%
3 year
4.87%
5 year
2.25%
10 year

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

Risk statistics

81 months through April 30, 2026
Volatility (ann.)
1.53%
Sharpe
2.97
Sortino
9.27
Max drawdown
-4.57%
Best month
2.61%
Worst month
-1.61%
Beta vs VBTLX
0.25
Correlation
0.89

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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