Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCIFX (MILLER CONVERTIBLE BOND FUND CLASS I SHARES) | 8.20% | 14.83% | 8.52% | 2.49% | 5.22% | 5.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCIFX (MILLER CONVERTIBLE BOND FUND CLASS I SHARES) | 06/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 14.83 | 8.52 | 2.49 | 5.22 | 5.37 | NA | … | … | 8.20 | 6.35 | 5.75 | 6.06 | -10.55 | 0.03 | 19.62 | 13.28 | -5.67 | 7.30 | 8.85 | 0.36 | 5.15 | 20.73 | 7.83 | -2.72 | 16.57 |
| Sharpe Ratio | NA | 2.31 | 0.96 | -0.03 | 0.50 | NA | NA | … | … | 2.77 | 0.65 | 0.40 | 0.48 | -1.48 | 0.00 | 1.50 | 2.24 | -1.12 | 1.44 | 1.42 | 0.05 | 1.01 | 3.62 | 1.21 | -0.27 | 5.53 |
| Standard Deviation(%) | NA | 5.15 | 5.44 | 6.42 | 7.11 | NA | NA | … | … | 5.98 | 5.40 | 5.35 | 5.10 | 8.13 | 8.31 | 12.89 | 5.26 | 6.31 | 4.61 | 6.08 | 6.43 | 5.08 | 5.72 | 6.49 | 10.23 | 6.30 |
| Draw Down(%) | NA | 4.53 | 6.34 | 17.38 | 17.93 | NA | NA | … | … | 4.53 | 6.20 | 2.47 | 5.63 | 14.75 | 6.62 | 17.35 | 3.56 | 10.22 | 2.66 | 7.21 | 8.14 | 5.51 | 4.58 | 7.14 | 16.93 | 2.43 |
| Yield(%) | 0.00 | 4.93 | 4.62 | 3.65 | 4.27 | 4.53 | 4.25 | … | … | 2.74 | 4.18 | 4.18 | 3.62 | 3.43 | 3.32 | 3.94 | 3.25 | 4.73 | 5.66 | 2.01 | 2.96 | 6.31 | 7.98 | 2.26 | 5.02 | 5.81 |
Data as of 06/04/2026, Common starting date is 06/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIFX (MILLER CONVERTIBLE BOND FUND CLASS I SHARES) |
-2.02%
Nov 2020 – Nov 2023 |
1.01%
Mar 2021 – Mar 2026 |
3.57%
Apr 2015 – Apr 2025 |
4.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCIFX (MILLER CONVERTIBLE BOND FUND CLASS I SHARES) |
13.24%
Sep 2011 – Sep 2014 |
9.88%
Feb 2016 – Feb 2021 |
8.15%
Sep 2011 – Sep 2021 |
5.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart