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MCPIX: MILLER CONVERTIBLE PLUS FUND MILLER CONVERTIBLE PLUS FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/2004 |
| Last Dividend Date: | 03/16/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/10/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/09/2004 |
2015 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 0.2 | -10.3 | 7.2 | -2.8 | -1.0 | -1.3 | -1.3 | -22.1 | 0.0 | 31.8 | -39.2 | 12.2 | 4.0 | 8.4 | 2.4 |
| Sharpe Ratio | NA | -0.21 | -0.05 | -0.02 | NA | NA | NA | -0.11 | -0.07 | 0.0 | 1.41 | -1.12 | 0.5 | 0.06 | 0.49 | 0.12 |
| Draw Down(%) | NA | 28.6 | 28.6 | 28.6 | 51.2 | NA | NA | 51.2 | 28.6 | 0.0 | 18.2 | 47.6 | 12.3 | 11.5 | 8.3 | 14.6 |
| Standard Deviation(%) | NA | 107.8 | 152.3 | 277.3 | NA | NA | NA | 26.3 | 69.3 | NA | 22.5 | 35.8 | 18.5 | 12.6 | 12.7 | 12.8 |
| Treynor Ratio | NA | 0.54 | 0.15 | 0.07 | 0.03 | NA | NA | 0.56 | 0.17 | NA | 0.4 | -0.47 | 0.09 | 0.01 | 0.05 | 0.01 |
| Alpha | NA | 0.15 | 0.15 | 0.16 | -0.03 | NA | NA | -0.01 | 0.15 | 0.0 | 0.03 | -0.05 | 0.03 | -0.05 | 0.01 | -0.03 |
| Beta | NA | -0.41 | -0.52 | -0.74 | -0.85 | NA | NA | -0.05 | -0.28 | 0.0 | 0.8 | 0.85 | 1.09 | 1.17 | 1.16 | 1.1 |
| RSquared | NA | 0.98 | 0.99 | 0.99 | 0.45 | NA | NA | 0.01 | 0.97 | 0.0 | 0.93 | 0.94 | 0.88 | 0.88 | 0.89 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | N/A | 0.2 | 0.0 | 0.0 | 0.0 | 7.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -98.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2004
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