Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVISX (Miller Opportunity Trust Class IS) | 7.18% | 41.91% | 27.61% | 4.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVISX (Miller Opportunity Trust Class IS) | 08/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 41.91 | 27.61 | 4.26 | NA | NA | NA | … | … | 7.18 | 27.82 | 26.76 | 39.67 | -35.94 | -2.96 | 39.02 | 12.45 | -12.43 |
| Sharpe Ratio | NA | 2.08 | 1.15 | 0.09 | NA | NA | NA | … | … | 0.94 | 0.87 | 1.17 | 1.47 | -0.94 | -0.12 | 0.77 | 0.41 | -1.72 |
| Standard Deviation(%) | NA | 20.94 | 23.70 | 28.07 | NA | NA | NA | … | … | 22.21 | 28.67 | 19.81 | 24.70 | 39.83 | 24.41 | 50.22 | 26.81 | 19.32 |
| Draw Down(%) | NA | 15.76 | 29.07 | 52.04 | NA | NA | NA | … | … | 15.76 | 29.07 | 13.05 | 22.23 | 40.20 | 26.71 | 50.62 | 14.22 | 14.23 |
| Yield(%) | 0.00 | 0.25 | 0.25 | 1.39 | 1.16 | 0.77 | 0.58 | … | … | 0.00 | 0.25 | 0.33 | 0.00 | 7.00 | 1.13 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVISX (Miller Opportunity Trust Class IS) |
-8.65%
Apr 2021 – Apr 2024 |
-0.37%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVISX (Miller Opportunity Trust Class IS) |
31.29%
Dec 2022 – Dec 2025 |
17.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart