SMTRX
ALPS | Smith Total Return Bond Fund
FINANCIAL INVESTORS TRUST

Average annual returns

Through 2025
1 year
6.79%
3 year
4.95%
5 year
0.07%
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.)
5.44%
Sharpe
0.70
Sortino
1.24
Max drawdown
-15.55%
Best month
4.69%
Worst month
-3.75%
Beta vs VBTLX
0.98
Correlation
0.99

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

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.