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Miller Income A (LMCJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.62+0.07 (+0.93%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.64%
5-year average return5.38%
Number of years up5
Number of years down4
Best 1-yr total return (2 May 2024)28.72%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.72%
Worst 3-yr total return-1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMCJXCategory
YTD6.64%11.35%
1-month-4.71%0.99%
3-month8.94%5.92%
1-year26.21%32.83%
3-year0.63%11.75%
5-year5.14%11.53%
10-year4.26%8.98%
Last bull market31.02%17.67%
Last bear market-17.46%-15.71%

Annual total return (%) history

Year
LMCJXCategory
2024
N/AN/A
2023
14.44%N/A
2022
-22.99%N/A
2021
28.72%N/A
2020
-2.93%13.51%
2019
24.63%21.35%
2018
-8.19%-7.93%
2017
16.41%15.80%
2016
14.07%7.93%
2015
-14.76%-2.77%
2014
N/A5.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.92%N/AN/AN/A
2023-3.30%3.34%2.08%12.18%
2022-10.23%-17.46%-7.11%11.90%
202117.11%10.13%-2.48%2.34%
2020-38.42%21.98%8.11%19.55%
201910.51%0.49%2.62%9.37%
2018-0.89%11.67%0.32%-17.30%
20177.86%3.31%3.84%0.61%
2016-1.36%4.79%7.83%2.34%
20155.24%-5.21%-13.69%-1.01%
20145.57%-3.57%-2.17%N/A

Rank in category (by total return)

YTD4
1-month95
3-month1
1-year2
3-year87
5-year91

Load adjusted returns

1-year18.95%
3-year-1.34%
5-year3.91%
10-year3.65%