Miller Opportunity Trust (LMOPX)

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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.

Miller Opportunity Trust (LMOPX) has returned -10.59% so far this year and 24.98% over the past 12 months. Over the last ten years, LMOPX has returned 10.57% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 30, 1999, LMOPX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +24.1%, while the worst month was Mar 2020 at -29.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, LMOPX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -15.2%.

Miller Opportunity Trust has an annualized alpha of 1.33%, beta of 1.27, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since December 31, 1999.

• This fund captured 165.76% of S&P 500 Index gains and 140.83% of its losses — amplifying both gains and losses, but participating more in upside than downside.

LMOPX has a high expense ratio of 1.95%, indicating above-average management fees.

LMOPX ranks 40 for risk / return — below 40% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Miller Opportunity Trust (LMOPX) and compare them to a chosen benchmark (S&P 500 Index).

Miller Opportunity Trust provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Miller Opportunity Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

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 81.54%, occurring on Mar 9, 2009. Recovery took 1338 trading sessions.

The current Miller Opportunity Trust drawdown is 15.96%.

The chart below shows the rolling one-month volatility.