LPEFX vs. INDAX
Compare and contrast key facts about ALPS/Red Rocks Global Opportunity Fund (LPEFX) and ALPS/Kotak India ESG Fund (INDAX).
LPEFX is managed by ALPS. It was launched on Dec 30, 2007. INDAX is managed by ALPS. It was launched on Feb 13, 2011.
Performance
LPEFX vs. INDAX - Performance Comparison
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LPEFX vs. INDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPEFX ALPS/Red Rocks Global Opportunity Fund | -17.57% | 1.25% | 17.78% | 28.31% | -28.82% | 23.70% | 9.35% | 49.57% | -12.60% | 27.02% |
INDAX ALPS/Kotak India ESG Fund | -17.72% | 2.03% | 10.94% | 16.77% | -12.62% | 26.37% | 14.68% | 8.41% | -12.51% | 39.77% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LPEFX having a -17.57% return and INDAX slightly lower at -17.72%. Over the past 10 years, LPEFX has outperformed INDAX with an annualized return of 8.14%, while INDAX has yielded a comparatively lower 6.97% annualized return.
LPEFX
- 1D
- 0.64%
- 1M
- -8.58%
- YTD
- -17.57%
- 6M
- -18.30%
- 1Y
- -13.21%
- 3Y*
- 6.58%
- 5Y*
- 1.43%
- 10Y*
- 8.14%
INDAX
- 1D
- -1.80%
- 1M
- -13.54%
- YTD
- -17.72%
- 6M
- -15.44%
- 1Y
- -12.38%
- 3Y*
- 3.65%
- 5Y*
- 2.06%
- 10Y*
- 6.97%
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LPEFX vs. INDAX - Expense Ratio Comparison
LPEFX has a 1.46% expense ratio, which is higher than INDAX's 1.33% expense ratio.
Return for Risk
LPEFX vs. INDAX — Risk / Return Rank
LPEFX
INDAX
LPEFX vs. INDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS/Red Rocks Global Opportunity Fund (LPEFX) and ALPS/Kotak India ESG Fund (INDAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LPEFX | INDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.66 | -0.83 | +0.17 |
Sortino ratioReturn per unit of downside risk | -0.80 | -1.10 | +0.29 |
Omega ratioGain probability vs. loss probability | 0.89 | 0.87 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.68 | -0.61 | -0.07 |
Martin ratioReturn relative to average drawdown | -2.03 | -2.14 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LPEFX | INDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.66 | -0.83 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.14 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.42 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.34 | -0.18 |
Correlation
The correlation between LPEFX and INDAX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LPEFX vs. INDAX - Dividend Comparison
LPEFX's dividend yield for the trailing twelve months is around 18.65%, more than INDAX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPEFX ALPS/Red Rocks Global Opportunity Fund | 18.65% | 15.38% | 15.95% | 5.56% | 0.00% | 26.79% | 3.96% | 21.96% | 4.58% | 13.29% | 1.55% | 8.21% |
INDAX ALPS/Kotak India ESG Fund | 6.83% | 5.62% | 16.14% | 4.43% | 1.65% | 5.48% | 0.00% | 1.30% | 6.55% | 2.79% | 1.32% | 15.14% |
Drawdowns
LPEFX vs. INDAX - Drawdown Comparison
The maximum LPEFX drawdown since its inception was -77.00%, which is greater than INDAX's maximum drawdown of -43.98%. Use the drawdown chart below to compare losses from any high point for LPEFX and INDAX.
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Drawdown Indicators
| LPEFX | INDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.00% | -43.98% | -33.02% |
Max Drawdown (1Y)Largest decline over 1 year | -22.00% | -20.85% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -49.19% | -23.49% | -25.70% |
Max Drawdown (10Y)Largest decline over 10 years | -49.19% | -43.98% | -5.21% |
Current DrawdownCurrent decline from peak | -27.97% | -23.49% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -22.78% | -10.67% | -12.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.38% | 5.92% | +1.46% |
Volatility
LPEFX vs. INDAX - Volatility Comparison
ALPS/Red Rocks Global Opportunity Fund (LPEFX) and ALPS/Kotak India ESG Fund (INDAX) have volatilities of 6.04% and 6.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LPEFX | INDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.24% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.47% | 10.28% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 14.65% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.37% | 14.97% | +9.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 16.75% | +6.01% |