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LGOAX: MILLER OPPORTUNITY TRUST CLASS A (MUTUAL FUND)
Basic Info 41.01 0.32(0.79%) July 08
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 02/05/2009 |
| Last Dividend Date: | 12/27/2024 |
| 12-Mo. Yield | 0.06% |
| Expenses | 1.52% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 7.6 | 23.2 | 17.3 | 9.6 | 7.2 | 10.6 | 14.1 | 26.3 | 39.3 | -43.2 | -4.4 | 38.6 | 33.9 | -9.8 | 25.9 | -0.3 | 0.5 | 11.0 | 68.0 | 40.7 | -34.4 | 17.4 | 96.3 |
| Sharpe Ratio | NA | 0.4 | 0.69 | 0.49 | 0.25 | 0.2 | NA | 0.45 | 0.99 | 1.43 | -1.07 | -0.18 | 0.76 | 1.54 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.68 | 1.87 | -0.98 | 0.58 | 2.35 |
| Draw Down(%) | NA | 29.1 | 29.1 | 31.9 | 58.1 | 58.1 | NA | 58.1 | 13.0 | 22.3 | 46.9 | 27.7 | 50.6 | 15.7 | 31.9 | 9.3 | 28.7 | 17.3 | 13.7 | 9.1 | 17.7 | 46.8 | 27.3 | 34.7 |
| Standard Deviation(%) | NA | 35.0 | 29.4 | 29.0 | 29.5 | 29.9 | NA | 29.6 | 19.8 | 24.8 | 41.8 | 24.5 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.6 | 18.5 | 21.9 | 35.0 | 29.9 | 47.2 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.1 | 0.05 | 0.05 | NA | 0.1 | 0.15 | 0.25 | -0.28 | -0.04 | 0.35 | 0.22 | -0.08 | 0.18 | 0.0 | 0.0 | 0.08 | 0.51 | 0.29 | -0.27 | 0.13 | 0.86 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | -0.02 | 0.0 | NA | 0.0 | 0.04 | 0.09 | -0.15 | -0.13 | 0.13 | -0.02 | 0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.04 | 0.06 | -0.16 | -0.03 | 0.09 |
| Beta | NA | 1.42 | 1.42 | 1.44 | 1.37 | 1.28 | NA | 1.29 | 1.28 | 1.4 | 1.61 | 1.18 | 1.09 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.42 | 1.27 | 1.31 | 1.28 |
| RSquared | NA | 0.67 | 0.65 | 0.66 | 0.64 | 0.69 | NA | 0.76 | 0.58 | 0.7 | 0.7 | 0.55 | 0.77 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.79 | 0.82 | 0.91 | 0.9 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.1 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.6 | 0.0 | 0.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2009
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