Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCMNX (MILLER INCOME FUND CLASS C) | 6.32% | 19.93% | 21.31% | 5.65% | 8.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCMNX (MILLER INCOME FUND CLASS C) | 03/06/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 19.93 | 21.31 | 5.65 | 8.54 | NA | NA | … | … | 6.32 | 8.74 | 27.98 | 13.49 | -23.57 | 27.83 | -3.71 | 23.77 | -8.91 | 15.58 | 13.21 | -15.40 | -1.72 |
| Sharpe Ratio | NA | 1.26 | 1.11 | 0.21 | 0.40 | NA | NA | … | … | 1.23 | 0.31 | 1.42 | 0.59 | -1.16 | 2.13 | -0.12 | 1.79 | -0.80 | 1.67 | 0.90 | -1.25 | -0.22 |
| Standard Deviation(%) | NA | 13.17 | 17.06 | 17.67 | 17.64 | NA | NA | … | … | 12.77 | 18.77 | 17.17 | 16.83 | 21.54 | 13.06 | 31.72 | 12.49 | 12.97 | 8.97 | 14.48 | 12.38 | 9.54 |
| Draw Down(%) | NA | 9.88 | 21.11 | 35.27 | 44.98 | NA | NA | … | … | 4.80 | 19.57 | 9.38 | 17.83 | 33.26 | 9.34 | 44.98 | 8.41 | 22.58 | 6.86 | 18.06 | 25.18 | 10.61 |
| Yield(%) | 0.00 | 2.26 | 5.01 | 3.66 | 5.74 | 3.62 | 2.72 | … | … | 0.00 | 3.17 | 5.09 | 5.89 | 3.72 | 5.52 | 4.62 | 7.39 | 6.77 | 7.34 | 7.98 | 5.68 | 4.44 |
Data as of 06/04/2026, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMNX (MILLER INCOME FUND CLASS C) |
-9.38%
Mar 2017 – Mar 2020 |
-6.07%
Mar 2015 – Mar 2020 |
3.29%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCMNX (MILLER INCOME FUND CLASS C) |
22.87%
May 2023 – May 2026 |
16.35%
Mar 2020 – Mar 2025 |
9.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart