Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LGOAX (MILLER OPPORTUNITY TRUST CLASS A) | 12.81% | 26.07% | 17.04% | 9.08% | 7.23% | 10.61% | NA | 14.76% |
Data as of 07/23/2025, AR inception is 02/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGOAX (MILLER OPPORTUNITY TRUST CLASS A) | 02/05/2009 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.44 | 26.07 | 17.04 | 9.08 | 7.23 | 10.61 | NA | 14.76 | 12.81 | 26.28 | 39.27 | -43.18 | -4.35 | 38.61 | 33.94 | -9.80 | 25.95 | -0.26 | 0.48 | 10.97 | 68.04 | 40.68 | -34.40 | 17.44 | 96.29 |
| Sharpe Ratio | NA | 0.71 | 0.50 | 0.22 | 0.18 | NA | NA | 0.45 | 0.49 | 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 |
| Standard Deviation(%) | NA | 29.38 | 28.76 | 29.33 | 29.86 | NA | NA | 29.58 | 33.94 | 19.83 | 24.80 | 41.82 | 24.53 | 50.23 | 21.11 | 23.76 | 15.99 | 28.52 | 22.92 | 17.57 | 18.46 | 21.95 | 35.03 | 29.87 | 47.18 |
| Draw Down(%) | NA | 29.12 | 31.90 | 58.08 | 58.08 | NA | NA | 58.08 | 29.12 | 13.05 | 22.29 | 46.94 | 27.72 | 50.64 | 15.66 | 31.89 | 9.32 | 28.67 | 17.32 | 13.74 | 9.11 | 17.72 | 46.79 | 27.34 | 34.70 |
| Yield(%) | 0.00 | 0.06 | 0.10 | 0.06 | 0.04 | 0.21 | 0.31 | 0.38 | 0.00 | 0.07 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.58 | 0.00 | 0.42 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception is 02/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGOAX (MILLER OPPORTUNITY TRUST CLASS A) |
-12.74%
Apr 2021 - Apr 2024 |
-2.68%
Sep 2018 - Sep 2023 |
4.24%
Oct 2013 - Oct 2023 |
7.63%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGOAX (MILLER OPPORTUNITY TRUST CLASS A) |
39.14%
Nov 2011 - Nov 2014 |
31.23%
Mar 2009 - Mar 2014 |
20.13%
Sep 2011 - Sep 2021 |
14.31%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart