Back to top
Alps Global Opportunity Fund: (MF: LPEIX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$7.16 USD
+0.15 (2.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.38 | 95 |
| 3 months | 5.71 | 83 |
| 6 months | -2.08 | 97 |
| 1 Year | 6.47 | 84 |
| 3 Year | 12.91 | 46 |
| 5 Year | 11.46 | 33 |
| 10 Year | 8.54 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 833.81 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 12.56 |
| 5 Year | 12.63 |
| 10 Year | 8.68 |
| Since Inception | 5.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.67 | 7.02 | NA | NA |
| 2024 | 6.50 | 1.56 | 8.95 | 0.21 |
| 2023 | 4.23 | 7.42 | 1.15 | 13.68 |
| 2022 | -10.63 | -20.99 | -9.29 | 11.27 |
| 2021 | 3.47 | 9.56 | 1.81 | 7.65 |
| 2020 | -30.58 | 20.85 | 8.71 | 20.12 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.38 | 18.10 | 28.75 | -28.74 | 24.25 | 9.55 | 40.25 | -12.34 | 27.55 | 7.42 | -3.65 |
| % Total Return Rel to Index | -7.80 | -1.12 | 4.33 | -9.64 | 6.09 | -4.51 | 15.05 | -1.91 | 7.43 | 2.09 | -0.89 |
| % Total Return Rel to Peer | -7.36 | 5.72 | 10.11 | -9.17 | 8.05 | -7.11 | 15.50 | -2.31 | 5.32 | 1.84 | -1.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.76 | 0.35 | 0.00 | 1.25 | 0.00 | 0.62 | 0.07 | 0.72 | 0.10 | 0.00 |
| % Yield | 0.00 | 10.23 | 10.51 | 0.00 | 14.24 | 0.00 | 7.58 | 1.16 | 9.12 | 1.52 | 0.01 |
| Capital Gains ($) | 0.00 | 0.27 | 0.00 | 0.00 | 0.73 | 0.30 | 0.45 | 0.23 | 0.25 | 0.00 | 0.27 |
| Expense Ratio | 1.25 | 1.25 | 1.25 | 1.22 | 1.20 | 1.22 | 1.19 | 1.15 | 1.16 | 1.18 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%