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Alps Global Opportunity Fund: (MF: LPFCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$6.20 USD
+0.05 (0.81%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.55 | 51 |
| 3 months | 1.35 | 47 |
| 6 months | 7.55 | 51 |
| 1 Year | 23.16 | 16 |
| 3 Year | 1.84 | 63 |
| 5 Year | 8.19 | 59 |
| 10 Year | 6.40 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 21.93 |
| 5 Year | 8.19 |
| 10 Year | 6.40 |
| Since Inception | 9.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.11 | 1.35 | NA | NA |
| 2023 | 4.08 | 7.02 | 0.77 | 13.63 |
| 2022 | -10.92 | -21.12 | -9.50 | 10.97 |
| 2021 | 3.13 | 9.26 | 1.64 | 7.34 |
| 2020 | -30.66 | 20.29 | 8.52 | 19.90 |
| 2019 | 13.25 | 6.86 | 2.58 | 11.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.55 | 27.56 | -29.43 | 22.96 | 8.53 | 38.86 | -13.18 | 26.17 | 6.42 | -5.72 | -0.07 |
| % Total Return Rel to Index | -4.48 | 3.14 | -10.34 | 4.79 | -5.53 | 13.66 | -2.76 | 6.06 | 1.09 | -2.96 | -3.00 |
| % Total Return Rel to Peer | -0.44 | 8.92 | -9.87 | 6.75 | -8.13 | 14.12 | -3.16 | 3.94 | 0.84 | -3.45 | -1.96 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 1.00 | 4.00 | 1.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.34 | 0.00 | 1.24 | 0.00 | 0.61 | 0.01 | 0.66 | 0.09 | 0.21 | 0.20 |
| % Yield | 0.00 | 5.94 | 0.00 | 16.14 | 0.00 | 8.13 | 0.13 | 8.97 | 1.46 | 3.54 | 2.99 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.73 | 0.30 | 0.45 | 0.23 | 0.25 | 0.00 | 0.00 | 0.02 |
| Expense Ratio | 2.25 | 2.25 | 2.23 | 2.20 | 2.22 | 2.16 | 2.12 | 2.13 | 2.16 | 2.12 | 2.15 |
* 1 = Top 20%, 5 = Bottom 20%