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Alps Global Opportunity Fund: (MF: LPEFX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:30 PM ET

$5.43 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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD -8.78 98
3 months 7.67 73
6 months -8.78 98
1 Year -10.25 97
3 Year 7.68 90
5 Year 1.65 91
10 Year 8.81 78

* 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) 716.51

Load Adjusted Returns as of Jun 30, 2026

1 Year -10.25
5 Year 1.64
10 Year 8.81
Since Inception 4.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -15.29 7.67 NA NA
2025 -3.84 6.88 -0.59 -1.01
2024 6.43 1.47 8.72 0.30
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.781.1117.7828.27-28.8223.929.3239.93-12.5427.107.26
% Total Return Rel to Index -16.67-20.23-1.443.85-9.725.76-4.7414.73-2.116.991.93
% Total Return Rel to Peer -15.27-17.365.409.63-9.257.71-7.3415.19-2.514.871.68
% Perf Quintile vs Peer* 5.005.002.001.005.001.004.001.004.002.002.00
% Dividends 0.000.320.760.350.001.240.000.620.040.700.09
% Yield 0.004.9210.614.440.0014.580.007.660.728.991.45
Capital Gains ($) 0.000.550.270.000.000.730.300.450.230.250.00
Expense Ratio 0.001.511.581.591.461.491.471.441.401.381.47

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