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Alps Global Opportunity Fund: (MF: LPEIX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:29 PM ET

$5.04 USD

-0.08 (-1.56%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -9.96 98
3 months -6.19 96
6 months -12.40 98
1 Year -10.51 99
3 Year 9.26 90
5 Year 3.99 83
10 Year 9.62 76

* 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) 805.39

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.58
5 Year 6.46
10 Year 9.70
Since Inception 5.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.67 7.02 -0.57 -0.89
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -9.961.5818.1028.75-28.7424.259.5540.25-12.3427.557.42
% Total Return Rel to Index -3.58-19.76-1.124.33-9.646.09-4.5115.05-1.917.432.09
% Total Return Rel to Peer -4.27-16.895.7210.11-9.178.05-7.1115.50-2.315.321.84
% Perf Quintile vs Peer* 5.005.000.001.005.001.004.001.004.002.002.00
% Dividends 0.000.320.760.350.001.250.000.620.070.720.10
% Yield 0.004.7310.234.340.0014.240.007.581.169.121.52
Capital Gains ($) 0.000.550.270.000.000.730.300.450.230.250.00
Expense Ratio 0.001.251.251.251.221.201.221.191.151.161.18

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