Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCKX (MILLER INCOME FUND CLASS FI) | 5.15% | 18.33% | 21.89% | 7.81% | 9.92% | NA | NA | … | … |
Data as of 03/27/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCKX (MILLER INCOME FUND CLASS FI) | 03/06/2014 | 03/27/2026 |
| 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 (%) | 0.00 | 18.33 | 21.89 | 7.81 | 9.92 | NA | NA | … | … | 5.15 | 9.46 | 28.80 | 14.46 | -22.97 | 28.50 | -2.42 | 24.41 | -8.18 | 16.40 | 14.00 | -14.83 | -1.46 |
| Sharpe Ratio | NA | 0.86 | 1.07 | 0.30 | 0.47 | NA | NA | … | … | 1.75 | 0.35 | 1.46 | 0.65 | -1.13 | 2.17 | -0.08 | 1.84 | -0.74 | 1.76 | 0.95 | -1.20 | -0.19 |
| Standard Deviation(%) | NA | 18.17 | 17.32 | 17.67 | 17.67 | NA | NA | … | … | 11.99 | 19.05 | 17.21 | 16.82 | 21.69 | 13.10 | 31.86 | 12.47 | 12.93 | 9.00 | 14.56 | 12.38 | 9.53 |
| Draw Down(%) | NA | 13.69 | 20.96 | 34.83 | 44.91 | NA | NA | … | … | 2.67 | 19.53 | 9.38 | 17.55 | 32.94 | 9.23 | 44.91 | 8.25 | 22.33 | 6.76 | 17.95 | 24.91 | 10.52 |
| Yield(%) | 0.00 | 4.67 | 6.70 | 4.92 | 7.07 | 4.10 | 3.08 | … | … | 0.00 | 4.49 | 5.83 | 6.73 | 4.31 | 6.31 | 5.24 | 8.21 | 7.48 | 8.22 | 8.70 | 6.31 | 4.70 |
Data as of 03/27/2026, 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 |
|---|---|---|---|---|
| LMCKX (MILLER INCOME FUND CLASS FI) |
-8.73%
Mar 2017 – Mar 2020 |
-5.41%
Mar 2015 – Mar 2020 |
4.05%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCKX (MILLER INCOME FUND CLASS FI) |
20.65%
Sep 2022 – Sep 2025 |
17.26%
Mar 2020 – Mar 2025 |
10.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart