Canada markets closed

ALPS Global Opportunity I (LPEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
7.14+0.02 (+0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.02%
5-Year Average Return9.89%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (May 9, 2024)41.78%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return41.78%
Worst 3-Yr Total Return-1.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLPEIXCategory
YTD4.39%12.99%
1-Month-1.99%1.30%
3-Month3.45%6.38%
1-Year25.61%53.27%
3-Year2.49%14.94%
5-Year8.87%15.72%
10-Year7.93%9.30%
Last Bull Market27.29%18.45%
Last Bear Market-21.00%-25.47%

Annual Total Return (%) History

Year
LPEIXCategory
2024
N/AN/A
2023
28.76%N/A
2022
-28.74%N/A
2021
24.26%N/A
2020
9.57%24.89%
2019
40.31%26.49%
2018
-12.40%-14.25%
2017
27.49%25.44%
2016
7.42%9.32%
2015
-0.20%-1.23%
2014
0.91%-0.42%
2013
41.78%30.99%
2012
29.72%18.46%
2011
-17.95%-11.76%
2010
26.18%20.56%
2009
41.26%47.20%
2008
-62.80%-44.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.51%N/AN/AN/A
20234.24%7.42%1.15%13.68%
2022-10.63%-21.00%-9.29%11.27%
20213.47%9.57%1.81%7.65%
2020-30.58%20.86%8.71%20.13%
201913.51%7.11%2.81%12.25%
2018-0.14%-1.24%5.72%-15.99%
20176.02%13.10%4.89%1.37%
2016-0.98%-2.64%9.64%1.62%
20153.46%3.78%-7.83%0.84%
20143.80%2.54%-6.87%1.80%
201313.37%0.00%12.48%11.18%
201218.27%-6.47%8.71%7.88%
201110.22%0.83%-26.44%0.36%
20109.25%-13.39%17.27%13.71%
2009-23.71%47.86%25.60%-0.30%
2008-7.80%-4.99%-17.01%-48.83%

Rank In Category (By Total Return)

YTD5
1-Month11
3-Month26
1-Year8
3-Year8
5-Year15

Load Adjusted Returns

1-Year25.61%
3-Year2.49%
5-Year8.87%
10-Year7.93%