All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

LGOAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

LGOAX real return snapshot: after CPI-U inflation, LGOAX returned +12.35% over the past year and +9.31% YTD, with dividends reinvested. Since Feb. 4, 2009, LGOAX is up +742.75% in real purchasing-power return, or +12.86%/yr, and is currently −13.57% below its real total-return high on Mar. 15, 2021.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Wed 2009-02-04💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
LGOAX × 		+742.75%
+12.86%/yr 		+8.13%/yr
R2=0.720
Miller Opportunity Trust Class A Mutual Fund

Growth of $10,000 Summary

Wed 2009-02-04💬 to Wed 2026-09-16 Start
Value 		End
Value
LGOAX × 		$10,000.00
2009-02-04 		$84,275.06
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
LGOAX × 		+9.31% +12.35%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
LGOAX × 		−13.57%
on 2026-09-16
from 2021-03-15 peak 		−62.74%
on 2022-12-28
from 2021-03-15 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
LGOAX × 		+12.35% +54.09%
+24.13%/yr 		+88.88%
+23.61%/yr 		+5.72%
+1.12%/yr 		+118.40%
+8.12%/yr

Annual Returns

Year LGOAX
2026 (YTD) +9.31%
2025 +24.05%
2024 +22.74%
2023 +34.76%
2022 −46.79%
2021 −10.64%
2020 +36.75%
2019 +30.95%
2018 −11.49%
2017 +23.34%
2016 −2.29%
2015 −0.25%
2014 +10.14%
2013 +63.56%
2012 +38.29%
2011 −36.59%
2010 +15.71%
2009 +126.90%