Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMORX (MILLER OPPORTUNITY TRUST CLASS R) | 6.90% | 41.06% | 26.86% | 3.63% | 13.09% | 12.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMORX (MILLER OPPORTUNITY TRUST CLASS R) | 11/28/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 41.06 | 26.86 | 3.63 | 13.09 | 12.28 | NA | … | … | 6.90 | 29.46 | 26.01 | 38.87 | -43.38 | -4.60 | 38.22 | 33.57 | -10.05 | 25.55 | -0.57 | 0.16 | 10.42 | 67.17 | 40.11 | -34.71 | 17.04 | 83.86 | -65.32 | -1.17 | 3.16 |
| Sharpe Ratio | NA | 2.04 | 1.12 | 0.07 | 0.41 | NA | NA | … | … | 0.91 | 0.95 | 0.97 | 1.41 | -1.07 | -0.19 | 0.75 | 1.53 | -0.48 | 1.57 | -0.03 | 0.01 | 0.59 | 3.64 | 1.85 | -0.99 | 0.57 | 1.70 | -1.24 | -0.19 | 3.39 |
| Standard Deviation(%) | NA | 20.92 | 23.72 | 28.07 | 28.93 | NA | NA | … | … | 22.22 | 28.66 | 19.94 | 24.82 | 41.83 | 24.55 | 50.26 | 21.08 | 23.78 | 15.94 | 28.52 | 22.93 | 17.63 | 18.43 | 21.86 | 35.08 | 29.78 | 49.13 | 53.34 | 21.56 | 11.61 |
| Draw Down(%) | NA | 15.88 | 29.14 | 52.47 | 52.60 | NA | NA | … | … | 15.88 | 29.14 | 13.06 | 22.36 | 47.13 | 27.87 | 50.65 | 15.66 | 31.95 | 9.32 | 28.68 | 17.34 | 13.79 | 9.17 | 17.85 | 46.96 | 27.42 | 43.09 | 72.72 | 19.74 | 1.39 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.34 | 1.92 | 2.19 | 1.81 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 7.24 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 0.00 | 0.11 | 0.00 | 0.00 | 9.35 | 9.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMORX (MILLER OPPORTUNITY TRUST CLASS R) |
-20.13%
Jun 2007 – Jun 2010 |
-14.33%
May 2007 – May 2012 |
1.61%
Jan 2007 – Jan 2017 |
2.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMORX (MILLER OPPORTUNITY TRUST CLASS R) |
38.52%
Nov 2011 – Nov 2014 |
35.40%
Feb 2009 – Feb 2014 |
20.52%
Feb 2009 – Feb 2019 |
15.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart