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MIFIX vs. MMNIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MIFIX vs. MMNIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Miller Intermediate Bond Fund (MIFIX) and Miller Market Neutral Income Fund Class I (MMNIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MIFIX achieves a 5.78% return, which is significantly higher than MMNIX's 4.31% return.


MIFIX

1D
-0.23%
1M
0.06%
6M
4.54%
YTD
5.78%
1Y
9.96%
3Y*
7.15%
5Y*
3.99%
10Y*
4.94%
ALL TIME*
5.15%

MMNIX

1D
-0.09%
1M
0.18%
6M
2.90%
YTD
4.31%
1Y
8.78%
3Y*
5Y*
10Y*
ALL TIME*
9.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

MIFIX vs. MMNIX - Yearly Performance Comparison


2026 (YTD)20252024
MIFIX
Miller Intermediate Bond Fund
5.78%7.11%7.31%
MMNIX
Miller Market Neutral Income Fund Class I
4.31%10.04%9.56%

Correlation

The correlation between MIFIX and MMNIX is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.11

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2024

-0.05

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Return for Risk

MIFIX vs. MMNIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MIFIX
MIFIX Risk / Return Rank: 9595
Overall Rank
MIFIX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
MIFIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
MIFIX Omega Ratio Rank: 9696
Omega Ratio Rank
MIFIX Calmar Ratio Rank: 9292
Calmar Ratio Rank
MIFIX Martin Ratio Rank: 9494
Martin Ratio Rank

MMNIX
MMNIX Risk / Return Rank: 9999
Overall Rank
MMNIX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MMNIX Sortino Ratio Rank: 9999
Sortino Ratio Rank
MMNIX Omega Ratio Rank: 9999
Omega Ratio Rank
MMNIX Calmar Ratio Rank: 100100
Calmar Ratio Rank
MMNIX Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MIFIX vs. MMNIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Miller Intermediate Bond Fund (MIFIX) and Miller Market Neutral Income Fund Class I (MMNIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MIFIXMMNIXDifference
Sharpe ratioReturn per unit of total volatility

-2.47

Sortino ratioReturn per unit of downside risk

-4.96

Omega ratioGain probability vs. loss probability

1.64

2.61

-0.97

Calmar ratioReturn relative to maximum drawdown

3.63

19.41

-15.78

Martin ratioReturn relative to average drawdown

14.32

82.00

-67.68

MIFIX vs. MMNIX - Sharpe Ratio Comparison

The current MIFIX Sharpe Ratio is 3.14, which is lower than the MMNIX Sharpe Ratio of 5.62. The chart below compares the historical Sharpe Ratios of MIFIX and MMNIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MIFIX vs. MMNIX - Drawdown Comparison

The maximum MIFIX drawdown since its inception was -15.58%, which is greater than MMNIX's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for MIFIX and MMNIX.


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Drawdown Indicators


MIFIXMMNIXDifference

Max Drawdown

Largest peak-to-trough decline

-15.58%

-0.49%

-15.09%

Max Drawdown (1Y)

Largest decline over 1 year

-2.68%

-0.46%

-2.22%

Max Drawdown (3Y)

Largest decline over 3 years

-5.10%

Max Drawdown (5Y)

Largest decline over 5 years

-11.87%

Max Drawdown (10Y)

Largest decline over 10 years

-15.58%

Current Drawdown

Current decline from peak

-0.35%

-0.09%

-0.26%

Average Drawdown

Average peak-to-trough decline

-2.03%

-0.06%

-1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.68%

0.11%

+0.57%

Volatility

MIFIX vs. MMNIX - Volatility Comparison

Miller Intermediate Bond Fund (MIFIX) has a higher volatility of 0.78% compared to Miller Market Neutral Income Fund Class I (MMNIX) at 0.23%. This indicates that MIFIX's price experiences larger fluctuations and is considered to be riskier than MMNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIFIXMMNIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.78%

0.23%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

2.32%

1.11%

+1.21%

Volatility (1Y)

Calculated over the trailing 1-year period

3.10%

1.59%

+1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.93%

1.73%

+3.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

1.73%

+3.67%

MIFIX vs. MMNIX - Expense Ratio Comparison

MIFIX has a 0.99% expense ratio, which is lower than MMNIX's 1.69% expense ratio.


Dividends

MIFIX vs. MMNIX - Dividend Comparison

MIFIX's dividend yield for the trailing twelve months is around 4.36%, less than MMNIX's 4.54% yield.


PositionTTM20252024202320222021202020192018201720162015
MIFIX
Miller Intermediate Bond Fund
4.36%4.59%4.08%3.60%3.62%5.87%5.16%2.36%5.16%3.90%1.48%1.78%
MMNIX
Miller Market Neutral Income Fund Class I
4.54%5.03%4.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MIFIX and MMNIX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MIFIX has higher volatility (0.78%) compared to MMNIX (0.23%). In terms of maximum drawdown, MIFIX dropped -15.58% vs MMNIX's -0.49%.

MMNIX currently has the higher Sharpe Ratio (5.62 vs 3.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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