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 +13.74% over the past year and +8.04% YTD, with dividends reinvested. Since Feb. 4, 2009, LGOAX is up +732.98% in real purchasing-power return, or +12.71%/yr, and is currently −14.58% below its real total-return high on Mar. 15, 2021.
Data ending Thu Oct. 22, 2026
| Wed 2009-02-04💬 to Thu 2026-10-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| LGOAX × |
+732.98%
+12.71%/yr |
+8.14%/yr
R2=0.724 |
||||
| Miller Opportunity Trust Class A Mutual Fund | ||||||
| Wed 2009-02-04💬 to Thu 2026-10-22 |
Start
Value |
End
Value |
|---|---|---|
| LGOAX × |
$10,000.00
2009-02-04 |
$83,297.79
2026-10-22 |
| YTD | YoY | |
|---|---|---|
| LGOAX × | +8.04% | +13.74% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| LGOAX × |
−14.58%
on 2026-10-22 from 2021-03-15 peak |
−62.74%
on 2022-12-28 from 2021-03-15 peak |
| Period ending Thu 2026-10-22 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| LGOAX × | +13.74% |
+39.80% +18.24%/yr |
+109.51% +27.96%/yr |
+2.68% +0.53%/yr |
+114.28% +7.92%/yr |
| Year | LGOAX |
|---|---|
| 2026 (YTD) | +8.04% |
| 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% |
