All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
LGOAX real return snapshot: after CPI-U inflation, LGOAX returned +22.96% over the past year and +14.75% YTD, with dividends reinvested. Since Feb. 4, 2009, LGOAX is up +784.65% in real purchasing-power return, or +13.22%/yr, and is currently −9.28% below its real total-return high on Mar. 15, 2021.
Data ending Thu Aug. 27, 2026
| Wed 2009-02-04💬 to Thu 2026-08-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| LGOAX × |
+784.65%
+13.22%/yr |
+8.12%/yr
R2=0.718 |
||||
| Miller Opportunity Trust Class A Mutual Fund | ||||||
| Wed 2009-02-04💬 to Thu 2026-08-27 |
Start
Value |
End
Value |
|---|---|---|
| LGOAX × |
$10,000.00
2009-02-04 |
$88,465.36
2026-08-27 |
| YTD | YoY | |
|---|---|---|
| LGOAX × | +14.75% | +22.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| LGOAX × |
−9.28%
on 2026-08-27 from 2021-03-15 peak |
−62.74%
on 2022-12-28 from 2021-03-15 peak |
| Period ending Thu 2026-08-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| LGOAX × | +22.96% |
+58.15% +25.76%/yr |
+102.64% +26.55%/yr |
+7.20% +1.40%/yr |
+132.02% +8.78%/yr |
| Year | LGOAX |
|---|---|
| 2026 (YTD) | +14.75% |
| 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% |
