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Alps Global Opportunity Fund: (MF: LPERX)

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

$3.42 USD

+0.03 (0.88%)

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 -8.91 98
3 months 7.56 73
6 months -8.91 98
1 Year -10.46 98
3 Year 7.51 91
5 Year 1.46 92
10 Year 8.58 80

* 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) 683.37

Load Adjusted Returns as of Jun 30, 2026

1 Year -10.45
5 Year 1.46
10 Year 8.58
Since Inception 4.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -15.32 7.56 NA NA
2025 -3.83 6.80 -0.65 -1.04
2024 6.49 1.42 8.61 0.24
2023 4.10 7.14 1.14 13.57
2022 -10.72 -20.97 -9.53 11.11
2021 3.44 9.36 1.74 7.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.910.9617.6028.13-29.0923.798.9439.68-12.7126.956.84
% Total Return Rel to Index -16.82-20.38-1.623.72-9.995.63-5.1214.48-2.296.841.50
% Total Return Rel to Peer -15.42-17.515.229.49-9.527.58-7.7214.94-2.684.721.26
% Perf Quintile vs Peer* 5.005.002.001.005.001.004.001.004.002.002.00
% Dividends 0.000.320.760.350.001.240.000.620.050.700.10
% Yield 0.007.4515.305.960.0019.030.009.330.9710.561.71
Capital Gains ($) 0.000.550.270.000.000.730.300.450.230.250.00
Expense Ratio 0.001.741.751.751.681.651.681.611.571.561.63

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