Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPFCX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS C) | -9.25% | -8.13% | 7.91% | -0.92% | 5.73% | 5.62% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPFCX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS C) | 07/01/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | -8.13 | 7.91 | -0.92 | 5.73 | 5.62 | NA | … | … | -9.25 | 0.68 | 16.82 | 27.61 | -29.44 | 10.26 | 3.85 | 38.92 | -13.26 | 26.10 | 6.42 | -1.17 | -0.01 | 40.39 | 28.52 | -18.90 | 32.24 |
| Sharpe Ratio | NA | -0.44 | 0.39 | -0.15 | 0.22 | NA | NA | … | … | -0.78 | -0.11 | 1.01 | 1.68 | -1.16 | 0.57 | 0.10 | 3.48 | -1.04 | 3.23 | 0.38 | -0.10 | 0.00 | 3.68 | 2.02 | -0.67 | 4.84 |
| Standard Deviation(%) | NA | 17.81 | 16.65 | 19.50 | 19.90 | NA | NA | … | … | 21.85 | 19.42 | 13.04 | 14.39 | 26.77 | 17.88 | 37.60 | 10.76 | 14.16 | 7.90 | 16.35 | 11.98 | 10.65 | 10.97 | 14.20 | 28.30 | 15.30 |
| Draw Down(%) | NA | 22.38 | 22.38 | 44.44 | 46.58 | NA | NA | … | … | 21.33 | 19.28 | 8.20 | 11.73 | 37.22 | 16.32 | 46.58 | 5.56 | 22.10 | 4.12 | 12.50 | 12.47 | 15.73 | 7.18 | 12.66 | 33.86 | 7.28 |
| Yield(%) | 0.00 | 15.90 | 14.88 | 8.97 | 9.75 | 8.06 | 8.90 | … | … | 0.00 | 15.79 | 18.78 | 7.47 | 0.00 | 17.83 | 0.00 | 18.95 | 3.41 | 14.85 | 1.66 | 7.67 | 3.41 | 8.27 | 1.52 | 7.71 | 8.45 |
Data as of 06/03/2026, Common starting date is 07/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPFCX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS C) |
-6.86%
Dec 2019 – Dec 2022 |
-2.36%
Sep 2017 – Sep 2022 |
3.80%
Oct 2013 – Oct 2023 |
5.33%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPFCX (ALPS/RED ROCKS LISTED PRIVATE EQUITY FUND CLASS C) |
23.07%
May 2012 – May 2015 |
16.16%
May 2012 – May 2017 |
13.10%
Sep 2011 – Sep 2021 |
9.05%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart