RLIIX vs. LPEFX
Compare and contrast key facts about RiverFront Asset Allocation Growth & Income (RLIIX) and ALPS/Red Rocks Global Opportunity Fund (LPEFX).
RLIIX is managed by ALPS. It was launched on Aug 1, 2010. LPEFX is managed by ALPS. It was launched on Dec 30, 2007.
Performance
RLIIX vs. LPEFX - Performance Comparison
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RLIIX vs. LPEFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLIIX RiverFront Asset Allocation Growth & Income | -1.75% | 13.74% | 8.77% | 13.37% | -14.99% | 13.57% | 7.10% | 18.51% | -11.07% | 15.00% |
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% |
Returns By Period
In the year-to-date period, RLIIX achieves a -1.75% return, which is significantly higher than LPEFX's -17.57% return. Over the past 10 years, RLIIX has underperformed LPEFX with an annualized return of 6.40%, while LPEFX has yielded a comparatively higher 8.14% annualized return.
RLIIX
- 1D
- -0.21%
- 1M
- -5.88%
- YTD
- -1.75%
- 6M
- 0.78%
- 1Y
- 13.55%
- 3Y*
- 10.00%
- 5Y*
- 5.27%
- 10Y*
- 6.40%
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%
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RLIIX vs. LPEFX - Expense Ratio Comparison
RLIIX has a 0.25% expense ratio, which is lower than LPEFX's 1.46% expense ratio.
Return for Risk
RLIIX vs. LPEFX — Risk / Return Rank
RLIIX
LPEFX
RLIIX vs. LPEFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Asset Allocation Growth & Income (RLIIX) and ALPS/Red Rocks Global Opportunity Fund (LPEFX). 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.
| RLIIX | LPEFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | -0.66 | +1.90 |
Sortino ratioReturn per unit of downside risk | 1.78 | -0.80 | +2.59 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.89 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | -0.68 | +2.33 |
Martin ratioReturn relative to average drawdown | 7.36 | -2.03 | +9.38 |
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
| RLIIX | LPEFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | -0.66 | +1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.06 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.36 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.16 | +0.30 |
Correlation
The correlation between RLIIX and LPEFX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RLIIX vs. LPEFX - Dividend Comparison
RLIIX's dividend yield for the trailing twelve months is around 6.34%, less than LPEFX's 18.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLIIX RiverFront Asset Allocation Growth & Income | 6.34% | 6.23% | 1.29% | 2.29% | 6.66% | 1.40% | 1.42% | 2.07% | 18.88% | 1.37% | 1.66% | 3.72% |
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% |
Drawdowns
RLIIX vs. LPEFX - Drawdown Comparison
The maximum RLIIX drawdown since its inception was -27.35%, smaller than the maximum LPEFX drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for RLIIX and LPEFX.
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Drawdown Indicators
| RLIIX | LPEFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.35% | -77.00% | +49.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.88% | -22.00% | +14.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -49.19% | +28.00% |
Max Drawdown (10Y)Largest decline over 10 years | -27.35% | -49.19% | +21.84% |
Current DrawdownCurrent decline from peak | -6.43% | -27.97% | +21.54% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -22.78% | +18.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 7.38% | -5.62% |
Volatility
RLIIX vs. LPEFX - Volatility Comparison
The current volatility for RiverFront Asset Allocation Growth & Income (RLIIX) is 3.55%, while ALPS/Red Rocks Global Opportunity Fund (LPEFX) has a volatility of 6.04%. This indicates that RLIIX experiences smaller price fluctuations and is considered to be less risky than LPEFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLIIX | LPEFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 6.04% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 13.47% | -6.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 20.66% | -9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 24.37% | -13.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.04% | 22.76% | -10.72% |