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Alps Global Opportunity Fund: (MF: LPERX)
(NASDAQ Mutual Funds) As of Feb 9, 2026 07:06 PM ET
$3.48 USD
+0.04 (1.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.96 | 97 |
| 3 months | -1.04 | 83 |
| 6 months | -1.69 | 94 |
| 1 Year | 0.97 | 97 |
| 3 Year | 15.02 | 60 |
| 5 Year | 5.96 | 74 |
| 10 Year | 9.17 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 734.51 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 0.96 |
| 5 Year | 5.95 |
| 10 Year | 9.17 |
| Since Inception | 4.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.83 | 6.80 | -0.65 | -1.04 |
| 2024 | 6.49 | 1.42 | 8.61 | 0.24 |
| 2023 | 4.10 | 7.14 | 1.14 | 13.57 |
| 2022 | -10.72 | -20.97 | -9.53 | 11.11 |
| 2021 | 3.44 | 9.36 | 1.74 | 7.54 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.96 | 17.60 | 28.13 | -29.09 | 23.79 | 8.94 | 39.68 | -12.71 | 26.95 | 6.84 |
| % Total Return Rel to Index | -20.38 | -1.62 | 3.72 | -9.99 | 5.63 | -5.12 | 14.48 | -2.29 | 6.84 | 1.50 |
| % Total Return Rel to Peer | -17.51 | 5.22 | 9.49 | -9.52 | 7.58 | -7.72 | 14.94 | -2.68 | 4.72 | 1.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 4.00 | 1.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.32 | 0.76 | 0.35 | 0.00 | 1.24 | 0.00 | 0.62 | 0.05 | 0.70 | 0.10 |
| % Yield | 7.45 | 15.30 | 14.71 | 0.00 | 19.03 | 0.00 | 9.33 | 0.97 | 10.56 | 1.71 |
| Capital Gains ($) | 0.55 | 0.27 | 0.00 | 0.00 | 0.73 | 0.30 | 0.45 | 0.23 | 0.25 | 0.00 |
| Expense Ratio | 1.75 | 1.75 | 1.75 | 1.68 | 1.65 | 1.68 | 1.61 | 1.57 | 1.56 | 1.63 |
* 1 = Top 20%, 5 = Bottom 20%