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 above-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
Loading data...
Returns By Period
Miller Opportunity Trust (LMOPX) returned -5.15% year-to-date (YTD) and 10.30% over the past 12 months. Over the past 10 years, LMOPX returned 6.27% annually, underperforming the S&P 500 benchmark at 10.85%.
LMOPX
-5.15%
8.76%
-8.51%
10.30%
9.39%
11.09%
6.27%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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% | -4.07% | -9.99% | -4.91% | 10.30% | -5.15% | |||||||
| 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% | 1.60% | -10.86% | -4.18% | -17.59% | 10.58% | 0.36% | -14.03% | 10.40% | 4.98% | -12.31% | -36.67% |
| 2021 | 7.91% | 7.48% | 0.35% | 3.56% | -0.79% | 1.13% | -6.05% | -4.39% | -4.56% | 1.99% | -7.02% | -2.33% | -3.97% |
| 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% | 6.60% | -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% | 1.51% | -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 29, 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.
Loading data...
Dividends
Dividend History
Miller Opportunity Trust provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $2.82 | $0.45 |
Dividend yield | 0.00% | 0.00% | 0.00% | 14.45% | 1.28% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.82 | $2.82 |
| 2021 | $0.45 | $0.45 |
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.
Loading data...
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 81.54%, occurring on Mar 9, 2009. Recovery took 1338 trading sessions.
The current Miller Opportunity Trust drawdown is 19.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.54% | Jul 16, 2007 | 416 | Mar 9, 2009 | 1338 | Jul 1, 2014 | 1754 |
| -53.03% | Mar 16, 2021 | 452 | Dec 28, 2022 | — | — | — |
| -50.92% | Aug 30, 2018 | 389 | Mar 18, 2020 | 97 | Aug 5, 2020 | 486 |
| -45.82% | May 23, 2001 | 345 | Oct 9, 2002 | 174 | Jun 19, 2003 | 519 |
| -37.79% | Aug 3, 2015 | 134 | Feb 11, 2016 | 316 | May 15, 2017 | 450 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...