Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCLX (MILLER INCOME FUND CLASS I) | 6.50% | 20.87% | 22.50% | 6.71% | 9.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCLX (MILLER INCOME FUND CLASS I) | 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 (%) | -0.72 | 20.87 | 22.50 | 6.71 | 9.64 | NA | NA | … | … | 6.50 | 9.81 | 29.27 | 14.86 | -22.76 | 29.14 | -2.77 | 25.06 | -7.98 | 16.95 | 14.27 | -14.53 | -1.12 |
| Sharpe Ratio | NA | 1.32 | 1.17 | 0.27 | 0.46 | NA | NA | … | … | 1.25 | 0.37 | 1.49 | 0.67 | -1.13 | 2.22 | -0.09 | 1.88 | -0.72 | 1.81 | 0.96 | -1.18 | -0.14 |
| Standard Deviation(%) | NA | 13.24 | 17.10 | 17.71 | 17.68 | NA | NA | … | … | 12.80 | 18.83 | 17.19 | 16.91 | 21.55 | 13.13 | 31.75 | 12.53 | 12.99 | 9.04 | 14.59 | 12.37 | 9.52 |
| Draw Down(%) | NA | 9.69 | 20.77 | 34.66 | 44.81 | NA | NA | … | … | 5.06 | 19.42 | 9.39 | 17.50 | 32.74 | 9.24 | 44.81 | 8.03 | 22.26 | 6.86 | 17.95 | 24.67 | 10.39 |
| Yield(%) | 0.00 | 3.92 | 6.73 | 4.70 | 6.90 | 4.32 | 3.24 | … | … | 0.00 | 5.01 | 6.47 | 7.07 | 4.54 | 6.73 | 5.41 | 8.52 | 7.78 | 8.48 | 8.94 | 6.64 | 5.05 |
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 |
|---|---|---|---|---|
| LMCLX (MILLER INCOME FUND CLASS I) |
-8.43%
Mar 2017 – Mar 2020 |
-5.13%
Mar 2015 – Mar 2020 |
4.36%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCLX (MILLER INCOME FUND CLASS I) |
24.04%
May 2023 – May 2026 |
17.60%
Mar 2020 – Mar 2025 |
10.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart