All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
LGOAX total return snapshot: LGOAX returned +27.70% over the past year and +18.36% YTD, with dividends reinvested. Since Feb. 4, 2009, LGOAX is up +1,299.44% in nominal total return, or +16.22%/yr, and is currently −0.05% below its total-return high on Aug. 25, 2026.
Data ending Wed Aug. 26, 2026
| Wed 2009-02-04💬 to Wed 2026-08-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| LGOAX × |
+1,299.44%
+16.22%/yr |
+10.84%/yr
R2=0.839 |
||||
| Miller Opportunity Trust Class A Mutual Fund | ||||||
| Wed 2009-02-04💬 to Wed 2026-08-26 |
Start
Value |
End
Value |
|---|---|---|
| LGOAX × |
$10,000.00
2009-02-04 |
$139,944.46
2026-08-26 |
| YTD | YoY | |
|---|---|---|
| LGOAX × | +18.36% | +27.70% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| LGOAX × |
−0.05%
on 2026-08-26 from 2026-08-25 peak |
−58.08%
on 2022-12-28 from 2021-03-15 peak |
| Period ending Wed 2026-08-26 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| LGOAX × | +27.70% |
+67.59% +29.46%/yr |
+120.79% +30.21%/yr |
+33.73% +5.99%/yr |
+222.03% +12.41%/yr |
| Year | LGOAX |
|---|---|
| 2026 (YTD) | +18.36% |
| 2025 | +27.37% |
| 2024 | +26.28% |
| 2023 | +39.27% |
| 2022 | −43.35% |
| 2021 | −4.35% |
| 2020 | +38.61% |
| 2019 | +33.94% |
| 2018 | −9.80% |
| 2017 | +25.95% |
| 2016 | −0.26% |
| 2015 | +0.48% |
| 2014 | +10.97% |
| 2013 | +66.02% |
| 2012 | +40.68% |
| 2011 | −34.70% |
| 2010 | +17.44% |
| 2009 | +131.90% |
