Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCJX (MILLER INCOME FUND CLASS A) | 6.47% | 20.52% | 22.17% | 6.43% | 9.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCJX (MILLER INCOME FUND CLASS A) | 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 (%) | -0.82 | 20.52 | 22.17 | 6.43 | 9.34 | NA | NA | … | … | 6.47 | 9.46 | 28.97 | 14.55 | -23.03 | 28.75 | -2.93 | 24.63 | -8.19 | 16.42 | 14.07 | -14.75 | -1.20 |
| Sharpe Ratio | NA | 1.30 | 1.15 | 0.25 | 0.45 | NA | NA | … | … | 1.26 | 0.35 | 1.48 | 0.65 | -1.14 | 2.19 | -0.10 | 1.86 | -0.74 | 1.76 | 0.95 | -1.20 | -0.15 |
| Standard Deviation(%) | NA | 13.31 | 17.15 | 17.74 | 17.70 | NA | NA | … | … | 12.82 | 18.98 | 17.17 | 16.89 | 21.58 | 13.14 | 31.73 | 12.47 | 13.05 | 8.98 | 14.60 | 12.31 | 9.60 |
| Draw Down(%) | NA | 9.78 | 20.91 | 34.81 | 44.87 | NA | NA | … | … | 4.93 | 19.52 | 9.37 | 17.53 | 32.92 | 9.23 | 44.87 | 8.22 | 22.32 | 6.85 | 18.06 | 24.86 | 10.54 |
| Yield(%) | 0.00 | 3.45 | 6.22 | 4.41 | 6.58 | 4.13 | 3.10 | … | … | 0.00 | 4.49 | 5.97 | 6.80 | 4.33 | 6.42 | 5.19 | 8.17 | 7.53 | 8.13 | 8.64 | 6.36 | 4.87 |
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 |
|---|---|---|---|---|
| LMCJX (MILLER INCOME FUND CLASS A) |
-8.72%
Mar 2017 – Mar 2020 |
-5.39%
Mar 2015 – Mar 2020 |
4.08%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCJX (MILLER INCOME FUND CLASS A) |
23.75%
May 2023 – May 2026 |
17.27%
Mar 2020 – Mar 2025 |
10.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart