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Miller Income FI (LMCKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.69+0.07 (+0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.62%
5-year average return5.43%
Number of years up5
Number of years down4
Best 1-yr total return (2 May 2024)28.48%
Worst 1-yr total return (2 May 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
YTD6.62%11.35%
1-month-4.71%0.99%
3-month8.92%5.92%
1-year26.12%32.83%
3-year0.55%11.75%
5-year5.19%11.53%
10-year4.24%8.98%
Last bull market31.17%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)

YTD4
1-month95
3-month1
1-year3
3-year87
5-year90

Load adjusted returns

1-year26.12%
3-year0.55%
5-year5.19%
10-year4.24%