NasdaqGM - Delayed Quote USD

ALPS Global Opportunity Fund Cl (0P0001CXRI)

6.75 +0.07 (+1.05%)
As of April 5 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.53%
5y Average Return 9.62%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 39.80%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 39.80%
Worst 3Y Total Return -1.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CXRI
Category
YTD
6.48%
12.99%
1-Month
2.43%
1.30%
3-Month
6.48%
6.38%
1-Year
31.04%
53.27%
3-Year
5.19%
14.94%
5-Year
10.20%
15.72%
10-Year
7.80%
9.30%
Last Bull Market
47.31%
18.45%
Last Bear Market
-20.88%
-25.47%

Annual Total Return (%) History

Year
0P0001CXRI
Category
2024
--
--
2023
28.49%
--
2022
-28.98%
--
2021
23.89%
--
2020
9.53%
24.89%
2019
39.80%
26.49%
2018
--
-14.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.48% -- -- --
2023 4.41% 7.16% 1.03% 13.68%
2022 -10.75% -20.88% -9.44% 11.06%
2021 3.43% 9.44% 1.75% 7.57%
2020 -30.51% 20.76% 8.76% 20.02%
2019 13.42% 6.95% 2.73% 12.18%
2018 5.67% -16.06% -- --

Rank in Category (By Total Return)

YTD 21
1-Month 57
3-Month 21
1-Year 9
3-Year 10
5-Year 22

Load Adjusted Returns

1-Year 23.83%
3-Year 3.22%
5-Year 8.96%
10-Year 7.20%

Performance & Risk

YTD Return 5.53%
5y Average Return 9.62%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family ALPS
Net Assets 60.48M
YTD Return 6.48%
Yield 5.25%
Morningstar Rating
Inception Date Dec 31, 2007

Fund Summary

The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

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