Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPERX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS R) | -6.96% | -6.05% | 9.30% | -0.45% | 6.22% | 6.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPERX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS R) | 01/04/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | -6.05 | 9.30 | -0.45 | 6.22 | 6.28 | NA | … | … | -6.96 | 1.21 | 17.61 | 28.18 | -29.09 | 8.79 | 3.57 | 39.75 | -12.80 | 26.86 | 6.83 | -0.65 | 0.69 | 41.93 | 29.20 | -18.46 | 24.92 | 24.63 | -65.90 |
| Sharpe Ratio | NA | -0.42 | 0.42 | -0.14 | 0.24 | NA | NA | … | … | -0.77 | -0.09 | 1.06 | 1.74 | -1.14 | 0.45 | 0.09 | 3.57 | -1.02 | 3.34 | 0.41 | -0.06 | 0.06 | 3.84 | 2.05 | -0.63 | 1.40 | 0.79 | -1.87 |
| Standard Deviation(%) | NA | 17.89 | 16.77 | 19.81 | 20.04 | NA | NA | … | … | 21.84 | 19.66 | 13.18 | 14.21 | 26.77 | 19.33 | 37.63 | 10.73 | 13.91 | 7.88 | 16.31 | 11.94 | 10.61 | 10.90 | 14.34 | 29.18 | 17.71 | 31.15 | 35.85 |
| Draw Down(%) | NA | 22.04 | 22.04 | 45.27 | 46.48 | NA | NA | … | … | 21.18 | 19.23 | 8.32 | 11.90 | 36.96 | 18.07 | 46.48 | 5.62 | 21.78 | 3.97 | 12.50 | 12.15 | 15.43 | 7.12 | 12.56 | 33.79 | 18.72 | 40.17 | 68.70 |
| Yield(%) | 0.00 | 19.71 | 17.82 | 10.31 | 10.95 | 9.15 | 3.99 | … | … | 0.00 | 19.75 | 22.76 | 9.03 | 0.00 | 20.63 | 0.00 | 21.54 | 4.57 | 17.12 | 1.95 | 8.57 | 4.12 | 9.55 | 2.18 | 8.52 | 8.48 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPERX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS R) |
-15.92%
Feb 2008 – Feb 2011 |
-8.21%
Feb 2008 – Feb 2013 |
1.07%
May 2008 – May 2018 |
1.02%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPERX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS R) |
27.04%
Feb 2009 – Feb 2012 |
27.44%
Feb 2009 – Feb 2014 |
15.79%
Feb 2009 – Feb 2019 |
12.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart