LMOPX vs. FTSIX
Compare and contrast key facts about Miller Opportunity Trust (LMOPX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
LMOPX is managed by Miller Value Funds. It was launched on Dec 30, 1999. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
LMOPX vs. FTSIX - Performance Comparison
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LMOPX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LMOPX Miller Opportunity Trust | -6.18% | 26.41% | 25.40% | 38.10% | -36.67% | -3.97% | 37.56% | 32.94% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 6.17% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, LMOPX achieves a -6.18% return, which is significantly lower than FTSIX's 6.17% return.
LMOPX
- 1D
- 4.93%
- 1M
- -4.71%
- YTD
- -6.18%
- 6M
- -1.26%
- 1Y
- 30.24%
- 3Y*
- 23.14%
- 5Y*
- 1.12%
- 10Y*
- 11.10%
FTSIX
- 1D
- 2.47%
- 1M
- -4.31%
- YTD
- 6.17%
- 6M
- 8.46%
- 1Y
- 18.00%
- 3Y*
- 11.65%
- 5Y*
- 5.34%
- 10Y*
- —
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LMOPX vs. FTSIX - Expense Ratio Comparison
LMOPX has a 1.95% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
LMOPX vs. FTSIX — Risk / Return Rank
LMOPX
FTSIX
LMOPX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Miller Opportunity Trust (LMOPX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LMOPX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.91 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.41 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.42 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.77 | 5.73 | +0.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LMOPX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.91 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.28 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.53 | -0.28 |
Correlation
The correlation between LMOPX and FTSIX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LMOPX vs. FTSIX - Dividend Comparison
LMOPX has not paid dividends to shareholders, while FTSIX's dividend yield for the trailing twelve months is around 0.61%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LMOPX Miller Opportunity Trust | 0.00% | 0.00% | 0.00% | 0.00% | 14.45% | 1.28% | 0.00% | 0.00% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.61% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% |
Drawdowns
LMOPX vs. FTSIX - Drawdown Comparison
The maximum LMOPX drawdown since its inception was -81.54%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for LMOPX and FTSIX.
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Drawdown Indicators
| LMOPX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.54% | -42.12% | -39.42% |
Max Drawdown (1Y)Largest decline over 1 year | -17.06% | -13.29% | -3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -52.85% | -27.57% | -25.28% |
Max Drawdown (10Y)Largest decline over 10 years | -53.03% | — | — |
Current DrawdownCurrent decline from peak | -11.82% | -4.50% | -7.32% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -7.80% | -13.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.29% | +1.88% |
Volatility
LMOPX vs. FTSIX - Volatility Comparison
Miller Opportunity Trust (LMOPX) has a higher volatility of 8.92% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.75%. This indicates that LMOPX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMOPX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 5.75% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 11.27% | +5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.49% | 20.15% | +8.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.20% | 19.14% | +9.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.93% | 23.49% | +5.44% |