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LMOPX: MILLER OPPORTUNITY TRUST CLASS C (MUTUAL FUND)
Basic Info 30.17 0.8(2.72%) May 02
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/10/2000 |
| Last Dividend Date: | 06/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.52% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/10/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | -10.7 | 4.8 | 0.9 | 9.5 | 4.2 | 7.0 | 5.3 | 5.5 | 25.4 | 38.1 | -44.3 | -5.1 | 37.6 | 32.9 | -10.5 | 25.0 | -1.0 | -0.2 | 10.0 | 66.8 | 39.6 | -34.9 | 16.6 | 83.1 | -65.4 | -1.5 | 13.4 | 6.7 | 13.8 | 68.0 | -15.5 | 1.9 | -2.2 |
| Sharpe Ratio | NA | -0.81 | -0.06 | -0.11 | 0.23 | 0.09 | NA | NA | 0.14 | 0.95 | 1.38 | -1.09 | -0.21 | 0.74 | 1.49 | -0.5 | 1.53 | -0.04 | -0.01 | 0.57 | 3.62 | 1.82 | -0.99 | 0.55 | 1.69 | -1.24 | -0.21 | 0.59 | 0.29 | 0.74 | 4.01 | -0.54 | -0.01 | -0.28 |
| Draw Down(%) | NA | 29.2 | 29.2 | 38.0 | 59.2 | 59.2 | NA | NA | 81.5 | 13.1 | 22.5 | 48.0 | 28.2 | 50.7 | 15.7 | 32.1 | 9.3 | 28.7 | 17.4 | 13.8 | 9.2 | 18.0 | 47.1 | 27.5 | 43.3 | 72.8 | 19.8 | 20.0 | 13.9 | 17.0 | 14.3 | 39.8 | 35.8 | 22.0 |
| Standard Deviation(%) | NA | 39.2 | 28.0 | 31.2 | 30.4 | 29.8 | NA | NA | 29.2 | 19.8 | 24.8 | 42.2 | 24.6 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.5 | 18.4 | 21.9 | 35.2 | 29.8 | 49.2 | 53.3 | 21.6 | 17.1 | 15.7 | 17.5 | 16.8 | 30.9 | 29.5 | 22.9 |
| Treynor Ratio | NA | -0.22 | -0.01 | -0.02 | 0.05 | 0.02 | NA | NA | 0.03 | 0.15 | 0.24 | -0.28 | -0.04 | 0.34 | 0.21 | -0.09 | 0.18 | -0.01 | 0.0 | 0.08 | 0.5 | 0.28 | -0.28 | 0.13 | 0.64 | -0.59 | -0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | 0.04 | 0.09 | -0.16 | -0.13 | 0.13 | -0.02 | 0.04 | 0.01 | -0.08 | 0.01 | -0.03 | 0.04 | 0.05 | -0.16 | -0.04 | 0.09 | -0.2 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.43 | 1.37 | 1.49 | 1.35 | 1.28 | NA | NA | 1.25 | 1.28 | 1.4 | 1.61 | 1.18 | 1.09 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.41 | 1.27 | 1.31 | 1.29 | 1.12 | 1.16 | 1.44 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.72 | 0.66 | 0.68 | 0.65 | 0.69 | NA | NA | 0.65 | 0.58 | 0.7 | 0.69 | 0.55 | 0.77 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.79 | 0.82 | 0.91 | 0.9 | 0.87 | 0.86 | 0.8 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 9.6 | 9.4 | 0.1 | 0.0 | 0.0 | 0.6 | 0.5 | 0.4 | 1.8 |
| Dividend Growth(%) | 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 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -11.1 | 8825.0 | N/A | N/A | -100.0 | 0.0 | 38.9 | -80.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2000
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See MID-CAP VALUE Asset Class Trend Rankings |
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