Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFCX (MILLER CONVERTIBLE BOND FUND CLASS C SHARES) | 7.81% | 13.76% | 7.46% | 1.46% | 4.20% | 4.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/14/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFCX (MILLER CONVERTIBLE BOND FUND CLASS C SHARES) | 12/14/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 13.76 | 7.46 | 1.46 | 4.20 | 4.34 | NA | … | … | 7.81 | 5.26 | 4.69 | 4.99 | -11.43 | -0.94 | 18.34 | 12.17 | -6.60 | 6.19 | 8.13 | -0.71 | 4.11 | 19.59 | 6.66 | -3.66 | 13.54 | 1.13 |
| Sharpe Ratio | NA | 2.10 | 0.76 | -0.19 | 0.36 | NA | NA | … | … | 2.62 | 0.44 | 0.20 | 0.26 | -1.60 | -0.12 | 1.40 | 2.03 | -1.27 | 1.22 | 1.30 | -0.11 | 0.80 | 3.47 | 1.01 | -0.36 | 1.91 | 6.81 |
| Standard Deviation(%) | NA | 5.11 | 5.45 | 6.43 | 7.11 | NA | NA | … | … | 5.93 | 5.42 | 5.37 | 5.17 | 8.09 | 8.26 | 12.90 | 5.26 | 6.30 | 4.56 | 6.07 | 6.46 | 5.09 | 5.64 | 6.58 | 10.17 | 7.03 | 3.89 |
| Draw Down(%) | NA | 4.56 | 6.66 | 18.17 | 19.26 | NA | NA | … | … | 4.56 | 6.31 | 2.57 | 5.89 | 15.41 | 7.45 | 17.35 | 3.67 | 10.79 | 2.68 | 7.25 | 8.42 | 5.62 | 4.69 | 7.26 | 17.25 | 6.82 | 0.41 |
| Yield(%) | 0.00 | 4.01 | 3.66 | 2.85 | 3.30 | 3.52 | 3.30 | … | … | 2.55 | 3.29 | 3.21 | 2.67 | 2.59 | 2.43 | 2.80 | 2.21 | 3.91 | 4.67 | 1.20 | 1.98 | 5.28 | 6.77 | 1.27 | 3.86 | 4.38 | 1.42 |
Data as of 06/04/2026, Common starting date is 12/14/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFCX (MILLER CONVERTIBLE BOND FUND CLASS C SHARES) |
-3.03%
Nov 2020 – Nov 2023 |
-0.01%
Mar 2021 – Mar 2026 |
2.57%
Apr 2015 – Apr 2025 |
3.73%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFCX (MILLER CONVERTIBLE BOND FUND CLASS C SHARES) |
12.11%
Sep 2011 – Sep 2014 |
9.13%
Jun 2010 – Jun 2015 |
7.09%
Sep 2011 – Sep 2021 |
4.90%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart