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ALPS|Red Rocks Listed Private Equity Inv (LPEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.97+0.04 (+0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.42%
5-year average return10.56%
Number of years up11
Number of years down5
Best 1-yr total return (30 May 2024)41.26%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return41.26%
Worst 3-yr total return-1.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLPEFXCategory
YTD4.24%12.99%
1-month-2.06%1.30%
3-month3.43%6.38%
1-year25.15%53.27%
3-year2.19%14.94%
5-year8.59%15.72%
10-year7.63%9.30%
Last bull market27.33%18.45%
Last bear market-20.91%-25.47%

Annual total return (%) history

Year
LPEFXCategory
2024
N/AN/A
2023
28.27%N/A
2022
-28.82%N/A
2021
23.92%N/A
2020
9.34%24.89%
2019
39.99%26.49%
2018
-12.60%-14.25%
2017
27.04%25.44%
2016
7.26%9.32%
2015
-0.56%-1.23%
2014
0.44%-0.42%
2013
41.26%30.99%
2012
29.70%18.46%
2011
-18.24%-11.76%
2010
25.85%20.56%
2009
40.76%47.20%
2008
-62.92%-44.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.44%N/AN/AN/A
20234.18%7.12%1.02%13.78%
2022-10.69%-20.91%-9.39%11.21%
20213.42%9.53%1.74%7.53%
2020-30.48%20.63%8.72%19.92%
201913.55%6.92%2.86%12.11%
2018-0.14%-1.26%5.67%-16.12%
20175.95%13.00%4.71%1.35%
2016-0.83%-2.83%9.61%1.56%
20153.49%3.67%-7.90%0.64%
20143.68%2.41%-7.06%1.79%
201313.23%-0.17%12.56%11.02%
201218.36%-6.50%8.52%8.00%
201110.26%0.66%-26.40%0.09%
20109.05%-13.24%17.08%13.61%
2009-23.71%47.50%25.42%-0.28%
2008-7.80%-5.10%-17.14%-48.85%

Rank in category (by total return)

YTD8
1-month13
3-month27
1-year8
3-year10
5-year20

Load adjusted returns

1-year25.15%
3-year2.19%
5-year8.59%
10-year7.63%