Financial Services
Live Price
Offline$10.24
+0.10% today
1Y Change
-0.58%
Window
Jun 23, 2025 → May 29, 2026
Coverage: 236 bars · Jun 23, 2025 → May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
ALPS/Smith Short Duration Bond Investor (SMRSX) is a fund with a market cap of $630.00M and listed on NASDAQ. The fund last traded around $10.24 and down 0.6% across the available one-year price window (Jun 23, 2025 → May 29, 2026). Baseline metrics include a dividend yield of 3.9%. Valuation already assumes a fairly strong business story at P/E 47.0 and price/sales 44.6. Stock Foundry combines SMRSX price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SMRSX
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
SMRSX Max Drawdown
-1.54%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for SMRSX and SPY.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.