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Alps Global Opportunity Fund: (MF: LPFCX)

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

$4.42 USD

+0.04 (0.91%)

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 -9.03 98
3 months 7.63 73
6 months -9.03 98
1 Year -10.84 98
3 Year 6.94 93
5 Year 0.96 93
10 Year 8.01 86

* 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 Jun 30, 2026

1 Year -11.73
5 Year 0.95
10 Year 8.01
Since Inception 8.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -15.48 7.63 NA NA
2025 -3.81 6.61 -0.70 -1.29
2024 6.11 1.35 8.69 -0.09
2023 4.08 7.02 0.77 13.63
2022 -10.92 -21.12 -9.50 10.97
2021 3.13 9.26 1.64 7.34

Annual Return

20262025202420232022202120202019201820172016
% Total Return -9.030.5016.8027.56-29.4322.968.5338.86-13.1826.176.42
% Total Return Rel to Index -16.93-20.84-2.423.14-10.344.79-5.5313.66-2.766.061.09
% Total Return Rel to Peer -15.53-17.974.418.92-9.876.75-8.1314.12-3.163.940.84
% Perf Quintile vs Peer* 5.005.002.001.005.001.004.001.004.002.003.00
% Dividends 0.000.310.750.340.001.240.000.610.010.660.09
% Yield 0.005.8512.414.980.0016.140.008.130.138.971.46
Capital Gains ($) 0.000.550.270.000.000.730.300.450.230.250.00
Expense Ratio 0.002.252.252.252.232.202.222.162.122.132.16

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