Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) | 8.22% | 23.47% | 21.52% | 11.43% | 8.67% | 12.03% | 5.98% | 6.07% |
Data as of 07/03/2025, AR inception is 02/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) | 02/17/2004 | 07/03/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.18 | 23.47 | 21.52 | 11.43 | 8.67 | 12.03 | 5.98 | 6.07 | 8.22 | 26.27 | 39.19 | -43.04 | -4.39 | 38.50 | 33.84 | -9.82 | 25.91 | -0.25 | 0.41 | 10.90 | 67.97 | 40.66 | -34.47 | 17.24 | 83.61 | -69.01 | -10.11 | 14.08 | 7.44 | 10.54 |
| Sharpe Ratio | NA | 0.69 | 0.67 | 0.35 | 0.24 | NA | NA | 0.16 | 0.40 | 0.99 | 1.42 | -1.07 | -0.18 | 0.76 | 1.54 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.69 | 1.88 | -0.99 | 0.58 | 1.70 | -1.29 | -0.57 | 0.63 | 0.34 | 0.63 |
| Standard Deviation(%) | NA | 29.55 | 28.05 | 28.91 | 29.61 | NA | NA | 29.78 | 35.25 | 19.84 | 24.80 | 41.72 | 24.55 | 50.23 | 21.11 | 23.78 | 15.98 | 28.51 | 22.93 | 17.58 | 18.40 | 21.82 | 35.01 | 29.80 | 49.07 | 54.30 | 23.17 | 17.12 | 15.69 | 17.66 |
| Draw Down(%) | NA | 29.12 | 29.12 | 52.46 | 52.46 | NA | NA | 84.97 | 29.12 | 13.06 | 22.30 | 46.80 | 27.73 | 50.64 | 15.67 | 31.91 | 9.29 | 28.70 | 17.27 | 13.76 | 9.16 | 17.65 | 46.84 | 27.38 | 43.46 | 75.59 | 25.24 | 19.90 | 13.67 | 16.97 |
| Yield(%) | 0.00 | 0.00 | 3.53 | 2.32 | 1.55 | 2.60 | 1.13 | 1.16 | 0.00 | 0.00 | 0.00 | 6.98 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.61 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 02/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) |
-38.86%
Feb 2006 - Feb 2009 |
-19.70%
Mar 2004 - Mar 2009 |
-1.08%
Jan 2006 - Jan 2016 |
1.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) |
39.01%
Nov 2011 - Nov 2014 |
35.90%
Feb 2009 - Feb 2014 |
20.91%
Feb 2009 - Feb 2019 |
16.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart