Miller Opportunity Trust (LMOPX)
The investment seeks long term growth of capital. The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging.
Fund Info
US89832P3661
Dec 30, 1999
$1,000
Mid-Cap
Blend
Expense Ratio
LMOPX has a high expense ratio of 1.95%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Miller Opportunity Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Miller Opportunity Trust had a return of 7.97% year-to-date (YTD) and 32.68% in the last 12 months. Over the past 10 years, Miller Opportunity Trust had an annualized return of 6.42%, while the S&P 500 had an annualized return of 11.31%, indicating that Miller Opportunity Trust did not perform as well as the benchmark.
LMOPX
7.97%
4.74%
22.14%
32.68%
6.30%
6.42%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of LMOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.74% | 7.97% | |||||||||||
| 2024 | -1.11% | 6.46% | 6.24% | -5.41% | 3.55% | 0.14% | 2.91% | -0.46% | 3.11% | 3.24% | 9.56% | -4.31% | 25.40% |
| 2023 | 20.77% | -4.63% | -4.50% | -2.00% | 2.19% | 13.22% | 7.85% | -8.01% | -5.26% | -8.31% | 13.55% | 13.15% | 38.10% |
| 2022 | -6.11% | -2.74% | 1.59% | -10.86% | -4.18% | -17.59% | 10.58% | 0.36% | -14.03% | 10.40% | 4.98% | -22.89% | -44.32% |
| 2021 | 7.91% | 7.48% | 0.35% | 3.56% | -0.79% | 1.13% | -6.05% | -4.39% | -4.56% | 1.99% | -7.02% | -3.53% | -5.15% |
| 2020 | -2.57% | -11.63% | -29.25% | 23.79% | 7.71% | 10.41% | 9.64% | 9.44% | -5.68% | -0.51% | 24.13% | 9.75% | 37.56% |
| 2019 | 18.03% | 1.22% | -5.02% | 5.63% | -14.55% | 11.85% | 2.55% | -7.88% | 3.66% | 7.33% | 9.38% | 0.94% | 32.94% |
| 2018 | 3.95% | -4.22% | -2.32% | 1.09% | 6.09% | 6.08% | 3.73% | 9.16% | -2.37% | -11.89% | 2.18% | -18.69% | -10.47% |
| 2017 | -0.06% | 9.48% | -2.28% | 0.47% | 3.97% | 7.05% | 0.32% | -4.44% | 3.63% | 0.28% | 3.58% | 1.30% | 25.00% |
| 2016 | -18.87% | 2.37% | 6.61% | -1.36% | 1.19% | -9.87% | 9.85% | 7.65% | 3.44% | -6.48% | 7.22% | 1.29% | -1.04% |
| 2015 | -3.34% | 9.57% | -0.05% | 1.24% | 1.99% | -1.05% | 5.67% | -8.91% | -7.05% | 8.26% | 1.52% | -6.18% | -0.22% |
| 2014 | 0.42% | 4.02% | -0.52% | -3.01% | 2.69% | 4.07% | -5.42% | 6.74% | -5.37% | 5.44% | 4.22% | -2.72% | 9.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LMOPX is 74, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Miller Opportunity Trust (LMOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Miller Opportunity Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Miller Opportunity Trust was 85.17%, occurring on Mar 9, 2009. Recovery took 2206 trading sessions.
The current Miller Opportunity Trust drawdown is 20.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.17% | Jul 16, 2007 | 416 | Mar 9, 2009 | 2206 | Dec 8, 2017 | 2622 |
| -59.21% | Mar 16, 2021 | 452 | Dec 28, 2022 | — | — | — |
| -50.92% | Aug 30, 2018 | 389 | Mar 18, 2020 | 97 | Aug 5, 2020 | 486 |
| -45.81% | May 23, 2001 | 345 | Oct 9, 2002 | 174 | Jun 19, 2003 | 519 |
| -23.13% | Sep 13, 2000 | 70 | Dec 20, 2000 | 101 | May 17, 2001 | 171 |
Volatility
Volatility Chart
The current Miller Opportunity Trust volatility is 4.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.