Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMOPX (MILLER OPPORTUNITY TRUST CLASS C) | 12.35% | 25.13% | 20.72% | 11.05% | 7.79% | 10.71% | 6.41% | 7.17% |
Data as of 07/23/2025, AR inception is 01/10/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOPX (MILLER OPPORTUNITY TRUST CLASS C) | 01/10/2000 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.44 | 25.13 | 20.72 | 11.05 | 7.79 | 10.71 | 6.41 | 7.17 | 12.35 | 25.40 | 38.10 | -44.32 | -5.15 | 37.56 | 32.94 | -10.47 | 25.00 | -1.04 | -0.22 | 9.99 | 66.83 | 39.61 | -34.94 | 16.61 | 83.14 | -65.45 | -1.48 | 13.40 | 6.70 | 13.80 | 67.96 | -15.52 | 1.93 | -2.21 |
| Sharpe Ratio | NA | 0.68 | 0.65 | 0.29 | 0.20 | NA | NA | 0.19 | 0.46 | 0.95 | 1.38 | -1.09 | -0.21 | 0.74 | 1.49 | -0.50 | 1.53 | -0.04 | -0.01 | 0.57 | 3.62 | 1.82 | -0.99 | 0.55 | 1.69 | -1.24 | -0.21 | 0.59 | 0.29 | 0.74 | 4.01 | -0.54 | -0.01 | -0.28 |
| Standard Deviation(%) | NA | 29.40 | 27.80 | 28.75 | 29.57 | NA | NA | 29.00 | 33.98 | 19.83 | 24.83 | 42.22 | 24.56 | 50.24 | 21.10 | 23.78 | 15.98 | 28.47 | 22.93 | 17.55 | 18.43 | 21.88 | 35.17 | 29.81 | 49.25 | 53.33 | 21.57 | 17.14 | 15.67 | 17.48 | 16.77 | 30.94 | 29.54 | 22.92 |
| Draw Down(%) | NA | 29.19 | 29.19 | 53.04 | 53.04 | NA | NA | 81.54 | 29.19 | 13.07 | 22.46 | 48.01 | 28.18 | 50.66 | 15.70 | 32.06 | 9.35 | 28.74 | 17.43 | 13.75 | 9.20 | 17.95 | 47.08 | 27.51 | 43.29 | 72.78 | 19.80 | 20.04 | 13.91 | 17.04 | 14.33 | 39.84 | 35.83 | 22.03 |
| Yield(%) | 0.00 | 0.00 | 3.83 | 2.52 | 1.58 | 2.33 | 2.12 | 2.80 | 0.00 | 0.00 | 0.00 | 7.85 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 9.58 | 9.43 | 0.12 | 0.00 | 0.00 | 0.59 | 0.51 | 0.39 | 1.79 |
Data as of 07/23/2025, AR inception is 01/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOPX (MILLER OPPORTUNITY TRUST CLASS C) |
-34.64%
Feb 2006 - Feb 2009 |
-19.17%
Feb 2004 - Feb 2009 |
-0.79%
Dec 2001 - Dec 2011 |
1.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOPX (MILLER OPPORTUNITY TRUST CLASS C) |
38.03%
Nov 2011 - Nov 2014 |
34.93%
Feb 2009 - Feb 2014 |
20.05%
Feb 2009 - Feb 2019 |
15.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart