Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFAX (MILLER CONVERTIBLE BOND FUND CLASS A SHARES) | 7.73% | 14.26% | 7.89% | 1.99% | 4.79% | 4.84% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFAX (MILLER CONVERTIBLE BOND FUND CLASS A SHARES) | 01/23/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 14.26 | 7.89 | 1.99 | 4.79 | 4.84 | NA | … | … | 7.73 | 5.83 | 5.22 | 5.52 | -10.96 | -0.39 | 18.95 | 12.68 | -6.13 | 6.83 | 8.98 | -0.22 | 4.69 | 20.11 | 7.24 | -3.20 | 13.93 | 32.49 | -20.13 |
| Sharpe Ratio | NA | 2.19 | 0.86 | -0.11 | 0.44 | NA | NA | … | … | 2.66 | 0.54 | 0.29 | 0.37 | -1.53 | -0.05 | 1.44 | 2.16 | -1.19 | 1.35 | 1.44 | -0.04 | 0.91 | 3.52 | 1.10 | -0.32 | 1.98 | 3.69 | -1.68 |
| Standard Deviation(%) | NA | 5.17 | 5.47 | 6.43 | 7.12 | NA | NA | … | … | 6.01 | 5.43 | 5.42 | 5.11 | 8.12 | 8.28 | 12.92 | 5.18 | 6.36 | 4.58 | 6.08 | 6.47 | 5.12 | 5.71 | 6.57 | 10.18 | 7.01 | 8.79 | 13.11 |
| Draw Down(%) | NA | 4.54 | 6.48 | 17.75 | 18.52 | NA | NA | … | … | 4.54 | 6.20 | 2.54 | 5.71 | 15.07 | 6.93 | 17.38 | 3.64 | 10.35 | 2.66 | 7.21 | 8.25 | 5.56 | 4.64 | 7.25 | 17.11 | 6.79 | 6.70 | 29.61 |
| Yield(%) | 0.00 | 4.44 | 4.10 | 3.22 | 3.81 | 4.00 | 3.92 | … | … | 2.62 | 3.70 | 3.67 | 3.12 | 2.97 | 2.81 | 3.25 | 2.70 | 4.24 | 5.14 | 2.07 | 2.38 | 5.78 | 7.21 | 1.67 | 4.39 | 4.67 | 1.54 | 0.91 |
Data as of 06/03/2026, Common starting date is 01/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFAX (MILLER CONVERTIBLE BOND FUND CLASS A SHARES) |
-2.51%
Nov 2020 – Nov 2023 |
0.50%
Mar 2021 – Mar 2026 |
3.13%
Apr 2015 – Apr 2025 |
4.28%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFAX (MILLER CONVERTIBLE BOND FUND CLASS A SHARES) |
15.39%
Feb 2009 – Feb 2012 |
14.55%
Nov 2008 – Nov 2013 |
8.92%
Oct 2008 – Oct 2018 |
6.96%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart