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Miller Income C (LCMNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.65+0.06 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return5.66%
Number of years up5
Number of years down4
Best 1-yr total return (27 June 2024)27.82%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return27.82%
Worst 3-yr total return-2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLCMNXCategory
YTD12.43%11.35%
1-month5.61%0.99%
3-month9.36%5.92%
1-year39.88%32.83%
3-year0.66%11.75%
5-year6.90%11.53%
10-year3.78%8.98%
Last bull market30.60%17.67%
Last bear market-17.64%-15.71%

Annual total return (%) history

Year
LCMNXCategory
2024
N/AN/A
2023
13.41%N/A
2022
-23.55%N/A
2021
27.82%N/A
2020
-3.71%13.51%
2019
23.75%21.35%
2018
-8.91%-7.93%
2017
15.58%15.80%
2016
13.20%7.93%
2015
-15.40%-2.77%
2014
N/A5.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.72%N/AN/AN/A
2023-3.50%3.14%1.88%11.85%
2022-10.31%-17.64%-7.32%11.68%
202116.92%10.07%-2.77%2.15%
2020-38.51%21.76%7.91%19.19%
201910.33%0.31%2.43%9.18%
2018-1.20%11.61%0.12%-17.49%
20177.66%3.13%3.54%0.54%
2016-1.53%4.63%7.53%2.18%
20154.96%-5.29%-13.86%-1.21%
20145.38%-3.73%-2.35%N/A

Rank in category (by total return)

YTD3
1-month1
3-month1
1-year1
3-year92
5-year91

Load adjusted returns

1-year38.88%
3-year0.66%
5-year6.90%
10-year3.78%