Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) | 2.75% | 29.25% | 23.80% | 2.75% | 13.38% | 12.49% | 6.75% | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) | 02/17/2004 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 29.25 | 23.80 | 2.75 | 13.38 | 12.49 | 6.75 | … | … | 2.75 | 29.73 | 26.27 | 39.19 | -43.04 | -4.39 | 38.50 | 33.84 | -9.82 | 25.91 | -0.25 | 0.41 | 10.90 | 67.97 | 40.66 | -34.47 | 17.24 | 83.61 | -69.01 | -10.11 | 14.08 | 7.44 | 10.54 |
| Sharpe Ratio | NA | 1.66 | 0.95 | 0.03 | 0.40 | NA | NA | … | … | 0.31 | 0.95 | 0.99 | 1.42 | -1.07 | -0.18 | 0.76 | 1.54 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.69 | 1.88 | -0.99 | 0.58 | 1.70 | -1.29 | -0.57 | 0.63 | 0.34 | 0.63 |
| Standard Deviation(%) | NA | 21.32 | 23.78 | 28.13 | 28.96 | NA | NA | … | … | 22.68 | 28.78 | 19.84 | 24.80 | 41.72 | 24.55 | 50.23 | 21.11 | 23.78 | 15.98 | 28.51 | 22.93 | 17.58 | 18.40 | 21.82 | 35.01 | 29.80 | 49.07 | 54.30 | 23.17 | 17.12 | 15.69 | 17.66 |
| Draw Down(%) | NA | 15.84 | 29.12 | 52.35 | 52.46 | NA | NA | … | … | 15.84 | 29.12 | 13.06 | 22.30 | 46.80 | 27.73 | 50.64 | 15.67 | 31.91 | 9.29 | 28.70 | 17.27 | 13.76 | 9.16 | 17.65 | 46.84 | 27.38 | 43.46 | 75.59 | 25.24 | 19.90 | 13.67 | 16.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.28 | 1.96 | 2.29 | 1.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 6.98 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.61 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) |
-38.86%
Feb 2006 – Feb 2009 |
-19.70%
Mar 2004 – Mar 2009 |
-1.08%
Jan 2006 – Jan 2016 |
1.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOFX (MILLER OPPORTUNITY TRUST CLASS FI) |
39.01%
Nov 2011 – Nov 2014 |
35.90%
Feb 2009 – Feb 2014 |
20.91%
Feb 2009 – Feb 2019 |
16.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart