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Alps Global Opportunity Fund: (MF: LPFAX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 06:28 PM ET

$4.90 USD

0.00 (NA)

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 -9.92 98
3 months -6.29 97
6 months -12.57 98
1 Year -10.85 99
3 Year 8.90 92
5 Year 3.68 85
10 Year NA NA

* 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) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -2.05
5 Year 5.44
10 Year NA
Since Inception 7.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.87 6.93 -0.60 -1.02
2024 6.47 1.33 8.78 0.30
2023 4.40 7.15 1.02 13.68
2022 -10.74 -20.88 -9.44 11.06
2021 3.43 9.43 1.74 7.57

Annual Return

20262025202420232022202120202019
% Total Return -9.921.1217.7328.49-28.9823.899.5239.79
% Total Return Rel to Index -3.50-20.22-1.484.07-9.885.72-4.5414.59
% Total Return Rel to Peer -4.18-17.355.359.85-9.417.68-7.1415.05
% Perf Quintile vs Peer* 5.005.000.001.005.001.004.001.00
% Dividends 0.000.320.760.350.001.240.000.62
% Yield 0.005.0810.964.570.0015.010.007.89
Capital Gains ($) 0.000.550.270.000.000.730.300.45
Expense Ratio 0.001.491.561.571.491.471.511.48

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