Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCMX (MILLER INCOME FUND CLASS IS) | 6.75% | 17.79% | 21.34% | 6.29% | 9.68% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCMX (MILLER INCOME FUND CLASS IS) | 03/06/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 17.79 | 21.34 | 6.29 | 9.68 | NA | NA | … | … | 6.75 | 9.87 | 29.37 | 15.04 | -22.82 | 29.23 | -2.58 | 25.02 | -7.89 | 17.06 | 14.36 | -14.45 | -1.11 |
| Sharpe Ratio | NA | 1.29 | 1.11 | 0.23 | 0.45 | NA | NA | … | … | 0.84 | 0.37 | 1.50 | 0.69 | -1.12 | 2.24 | -0.09 | 1.88 | -0.72 | 1.82 | 0.97 | -1.17 | -0.14 |
| Standard Deviation(%) | NA | 13.38 | 17.10 | 17.74 | 17.69 | NA | NA | … | … | 13.00 | 19.03 | 17.16 | 16.75 | 21.64 | 13.03 | 31.77 | 12.54 | 12.88 | 9.03 | 14.55 | 12.39 | 9.56 |
| Draw Down(%) | NA | 9.78 | 20.79 | 34.62 | 44.81 | NA | NA | … | … | 5.07 | 19.45 | 9.40 | 17.48 | 32.71 | 9.24 | 44.81 | 8.14 | 22.21 | 6.75 | 17.95 | 24.73 | 10.49 |
| Yield(%) | 0.00 | 3.95 | 6.70 | 4.68 | 6.97 | 4.38 | 3.29 | … | … | 0.00 | 5.17 | 6.66 | 7.21 | 4.60 | 6.82 | 5.48 | 8.62 | 7.87 | 8.58 | 9.04 | 6.71 | 5.06 |
Data as of 06/10/2026, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCMX (MILLER INCOME FUND CLASS IS) |
-8.34%
Mar 2017 – Mar 2020 |
-5.01%
Mar 2015 – Mar 2020 |
4.44%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCMX (MILLER INCOME FUND CLASS IS) |
24.10%
May 2023 – May 2026 |
17.66%
Mar 2020 – Mar 2025 |
10.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart