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Miller Income FI (LMCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.40+0.06 (+0.82%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.63%
5-year average return4.69%
Number of years up5
Number of years down4
Best 1-yr total return (17 Apr 2024)28.48%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return28.48%
Worst 3-yr total return-1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMCKXCategory
YTD11.89%11.35%
1-month8.69%0.99%
3-month11.89%5.92%
1-year32.36%32.83%
3-year2.65%11.75%
5-year6.83%11.53%
10-year4.72%8.98%
Last bull market57.71%17.67%
Last bear market-17.47%-15.71%

Annual total return (%) history

Year
LMCKXCategory
2024
N/AN/A
2023
14.35%N/A
2022
-22.92%N/A
2021
28.48%N/A
2020
-2.42%13.51%
2019
24.42%21.35%
2018
-8.18%-7.93%
2017
16.40%15.80%
2016
14.00%7.93%
2015
-14.82%-2.77%
2014
N/A5.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.89%N/AN/AN/A
2023-3.33%3.34%2.07%12.15%
2022-10.12%-17.47%-7.13%11.88%
202117.12%10.14%-2.59%2.23%
2020-38.36%22.67%7.93%19.56%
201910.53%0.37%2.63%9.27%
2018-0.91%11.67%0.28%-17.26%
20177.80%3.33%3.86%0.62%
2016-1.36%4.80%7.71%2.38%
20155.12%-5.13%-13.71%-1.02%
20145.39%-3.64%-2.20%N/A

Rank in category (by total return)

YTD3
1-month1
3-month3
1-year1
3-year89
5-year86

Load adjusted returns

1-year32.36%
3-year2.65%
5-year6.83%
10-year4.72%