Back to top
more

Alps Global Opportunity Fund: (MF: LPEFX)

(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET

$7.38 USD

+0.09 (1.24%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 14.44 41
3 months 4.59 64
6 months 10.12 36
1 Year 28.48 6
3 Year 2.46 60
5 Year 10.23 52
10 Year 8.09 45

* 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) 734.41

Load Adjusted Returns as of Aug 31, 2024

1 Year 24.14
5 Year 9.02
10 Year 7.19
Since Inception 4.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 6.43 1.47 NA NA
2023 4.18 7.11 1.02 13.78
2022 -10.69 -20.90 -9.38 11.20
2021 3.41 9.53 1.74 7.53
2020 -30.48 20.63 8.71 19.91
2019 13.54 6.92 2.85 12.06

Annual Return

20242023202220212020201920182017201620152014
% Total Return 14.4428.27-28.8223.929.3239.93-12.5427.107.26-5.010.44
% Total Return Rel to Index -2.663.85-9.725.76-4.7414.73-2.116.991.93-2.25-2.48
% Total Return Rel to Peer 1.279.63-9.257.71-7.3415.19-2.514.871.68-2.74-1.44
% Perf Quintile vs Peer* 0.001.005.001.004.001.004.002.002.004.004.00
% Dividends 0.000.350.001.240.000.620.040.700.090.220.21
% Yield 0.005.230.0014.580.007.660.728.991.453.503.10
Capital Gains ($) 0.000.000.000.730.300.450.230.250.000.000.02
Expense Ratio 1.571.591.461.491.471.441.401.381.471.471.59

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