Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCPIX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS I) | NA | 1.34% | -9.93% | -1.73% | 0.24% | -1.02% | -1.34% | -1.35% |
Data as of 06/10/2024, AR inception is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCPIX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS I) | 01/09/2004 | 06/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 1.34 | -9.93 | -1.73 | 0.24 | -1.02 | -1.34 | -1.35 | -22.12 | 0.00 | 31.84 | -39.20 | 12.24 | 4.02 | 8.40 | 2.40 |
| Sharpe Ratio | NA | -0.21 | -0.05 | -0.02 | NA | NA | NA | -0.11 | -0.07 | 0.00 | 1.41 | -1.12 | 0.50 | 0.06 | 0.49 | 0.12 |
| Standard Deviation(%) | NA | 107.80 | 152.33 | 277.29 | NA | NA | NA | 26.29 | 69.27 | NA | 22.53 | 35.76 | 18.51 | 12.55 | 12.70 | 12.77 |
| Draw Down(%) | NA | 28.62 | 28.62 | 28.62 | 51.22 | NA | NA | 51.22 | 28.62 | 0.00 | 18.25 | 47.58 | 12.34 | 11.55 | 8.27 | 14.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.01 | 0.42 | 0.42 | 0.23 | 0.00 | 0.00 | 0.00 | 7.23 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2024, AR inception is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPIX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS I) |
-17.53%
Sep 2012 - Sep 2015 |
-9.08%
Jan 2011 - Jan 2016 |
-5.95%
Sep 2012 - Sep 2022 |
-1.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPIX (MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS I) |
13.26%
Oct 2004 - Oct 2007 |
8.48%
Feb 2016 - Feb 2021 |
0.94%
Feb 2014 - Feb 2024 |
-1.58%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison Chart