Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCPAX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS A) | NA | -14.34% | 1.02% | NA | NA | NA | NA | … | … |
Data as of 07/17/2019, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCPAX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS A) | 01/02/2015 | 07/17/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.60 | -14.34 | 1.02 | NA | NA | NA | NA | … | … | 14.40 | -12.54 | 6.85 | 16.24 | 4.47 |
| Sharpe Ratio | NA | -0.06 | 0.72 | NA | NA | NA | NA | … | … | 3.35 | -1.39 | 0.91 | 1.65 | 0.48 |
| Standard Deviation(%) | NA | 9.37 | 8.09 | NA | NA | NA | NA | … | … | 7.97 | 9.98 | 6.85 | 9.68 | 9.33 |
| Draw Down(%) | NA | 15.06 | 15.06 | NA | NA | NA | NA | … | … | 4.83 | 17.76 | 4.16 | 9.67 | 13.12 |
| Yield(%) | 0.00 | 4.71 | 4.94 | 3.76 | 1.88 | 1.25 | 0.94 | … | … | 0.35 | 6.53 | 5.47 | 2.05 | 2.18 |
Data as of 07/17/2019, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPAX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS A) |
4.46%
Nov 2015 – Nov 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPAX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS A) |
10.28%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart