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ALPS/Smith Credit Opportunities A (SMCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.05+0.04 (+0.44%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.44%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (1 May 2024)8.22%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return8.22%
Worst 3-yr total return-0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMCAXCategory
YTD-0.11%1.94%
1-month-1.38%0.65%
3-month-0.64%2.15%
1-year6.12%9.23%
3-year-0.65%5.23%
5-year0.00%4.63%
10-year0.00%4.32%
Last bull market9.76%8.16%
Last bear market-8.28%-3.23%

Annual total return (%) history

Year
SMCAXCategory
2024
N/AN/A
2023
8.22%N/A
2022
-11.50%N/A
2021
3.13%N/A
2020
N/A4.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.29%N/AN/AN/A
20231.25%0.53%-0.51%6.87%
2022-5.33%-8.28%-1.07%3.03%
2021-0.62%2.76%0.54%0.45%
20205.44%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month49
3-month55
1-year32
3-year57
5-yearN/A

Load adjusted returns

1-year3.73%
3-year-1.40%
5-yearN/A
10-yearN/A