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Alps Global Opportunity Fund: (MF: LPERX)

(NASDAQ Mutual Funds) As of Jun 25, 2026 05:36 PM ET

$3.24 USD

+0.03 (0.93%)

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 33.49 1
3 months 9.68 9
6 months 16.51 1
1 Year 24.31 1
3 Year 14.77 19
5 Year 8.36 25
10 Year 10.99 14

* 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) 448.06

Load Adjusted Returns as of Nov 30, 2019

1 Year 4.69
5 Year 7.22
10 Year 10.06
Since Inception 2.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 13.57 6.85 2.75 NA
2018 -0.16 -1.32 5.52 -16.04
2017 5.95 12.94 4.67 1.34
2016 -1.13 -2.68 9.44 1.46
2015 3.43 3.65 -7.99 -4.42
2014 3.81 2.23 -6.87 1.80

Annual Return

20192018201720162015201420132012201120102009
% Total Return 33.49-12.7126.956.84-5.710.6141.9529.20-18.4224.9239.92
% Total Return Rel to Index 11.80-2.296.841.50-2.95-2.3017.8616.03-10.7915.3712.98
% Total Return Rel to Peer 12.66-2.684.721.26-3.44-1.2617.7913.45-11.039.874.78
% Perf Quintile vs Peer* 1.004.002.002.005.004.001.001.005.001.002.00
% Dividends 0.010.050.700.100.220.220.440.080.420.360.51
% Yield 0.830.9710.621.714.023.646.951.6811.167.0211.40
Capital Gains ($) 0.000.230.250.000.000.020.000.000.000.000.00
Expense Ratio 1.601.571.561.631.601.631.751.751.751.751.50

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