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Alps Global Opportunity Fund: (MF: LPEIX)

(NASDAQ Mutual Funds) As of Jun 24, 2026 05:37 PM ET

$5.39 USD

-0.04 (-0.74%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 33.90 1
3 months 9.87 8
6 months 16.61 1
1 Year 24.75 1
3 Year 15.25 16
5 Year 9.22 17
10 Year 11.66 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 484.60

Load Adjusted Returns as of Nov 30, 2019

1 Year 5.08
5 Year 8.05
10 Year 10.72
Since Inception 3.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 13.50 7.11 2.81 NA
2018 -0.13 -1.24 5.71 -15.93
2017 6.01 13.10 4.89 1.41
2016 -0.97 -2.63 9.64 1.62
2015 3.45 3.77 -7.82 -2.65
2014 3.80 2.53 -6.86 1.80

Annual Return

20192018201720162015201420132012201120102009
% Total Return 33.90-12.3427.557.42-3.650.9141.7729.71-17.9526.1741.26
% Total Return Rel to Index 12.21-1.917.432.09-0.89-2.0117.6816.54-10.3216.6214.32
% Total Return Rel to Peer 13.08-2.315.321.84-1.38-0.9717.6113.96-10.5611.126.12
% Perf Quintile vs Peer* 1.004.002.002.004.004.001.001.005.001.002.00
% Dividends 0.010.070.720.100.000.230.460.090.440.380.52
% Yield 0.961.169.161.520.013.256.371.7110.286.6410.69
Capital Gains ($) 0.000.230.250.000.270.020.000.000.000.000.00
Expense Ratio 1.201.151.161.181.161.251.251.251.251.191.00

* 1 = Top 20%, 5 = Bottom 20%