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Miller Income IS (LMCMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.71-0.04 (-0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.89%
5-year average return7.07%
Number of years up5
Number of years down4
Best 1-yr total return (23 June 2024)29.21%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return29.21%
Worst 3-yr total return-0.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMCMXCategory
YTD12.89%11.35%
1-month5.76%0.99%
3-month9.65%5.92%
1-year41.49%32.83%
3-year1.78%11.75%
5-year8.07%11.53%
10-year4.93%8.98%
Last bull market31.41%17.67%
Last bear market-17.54%-15.71%

Annual total return (%) history

Year
LMCMXCategory
2024
N/AN/A
2023
14.94%N/A
2022
-22.79%N/A
2021
29.21%N/A
2020
-2.59%13.51%
2019
25.01%21.35%
2018
-7.89%-7.93%
2017
17.05%15.80%
2016
14.37%7.93%
2015
-14.46%-2.77%
2014
N/A5.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.03%N/AN/AN/A
2023-3.07%3.27%2.17%12.39%
2022-10.07%-17.54%-6.90%11.84%
202117.24%10.24%-2.40%2.43%
2020-38.32%22.11%8.21%19.51%
201910.63%0.59%2.73%9.35%
2018-0.95%11.79%0.50%-17.23%
20177.98%3.42%3.95%0.83%
2016-1.28%4.76%7.96%2.43%
20155.22%-5.13%-13.62%-0.79%
20145.52%-3.51%-2.09%N/A

Rank in category (by total return)

YTD1
1-month1
3-month1
1-year1
3-year82
5-year73

Load adjusted returns

1-year41.49%
3-year1.78%
5-year8.07%
10-year4.93%