Find A Portfolio/Ticker
Comparison Box
THIIX: Thornburg Limited-Term Income Instl (MUTUAL FUND)
Basic Info 13.89 0.01(0.07%) September 16
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 08/31/2021 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.63% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/15/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | -0.1 | 0.9 | 4.8 | 3.3 | 3.3 | 4.4 | 4.8 | 7.6 | 5.8 | 1.2 | 2.7 | 3.5 | 0.8 | 3.8 | 0.3 | 7.9 | 5.5 | 6.7 | 15.8 | -3.1 | 6.4 | 3.9 | 1.6 | 2.5 | 4.6 | 8.8 | 8.5 | 9.8 | 0.7 | 6.7 | 5.9 | 6.8 |
| SR | NA | -0.09 | 0.6 | 1.92 | 1.36 | 1.48 | NA | 1.16 | 2.72 | 2.35 | -0.08 | 1.49 | 2.05 | 0.37 | 2.22 | 0.11 | 3.94 | 1.91 | 1.98 | 3.37 | -0.84 | 1.2 | 0.27 | -0.24 | 0.45 | 0.93 | 1.79 | 1.39 | 1.72 | -0.75 | 0.97 | 0.78 | 4.15 |
| DD(%) | NA | 1.5 | 1.5 | 4.9 | 4.9 | 4.9 | NA | 8.2 | 4.9 | 0.8 | 1.1 | 0.6 | 1.4 | 1.1 | 1.0 | 3.5 | 0.7 | 1.6 | 2.9 | 2.5 | 8.2 | 1.5 | 0.9 | 1.6 | 3.7 | 4.1 | 2.7 | 3.2 | 2.4 | 2.1 | 1.9 | 1.9 | 1.6 |
| SD(%) | NA | 1.7 | 1.5 | 2.1 | 1.9 | 2.0 | NA | 3.1 | 2.7 | 1.9 | 1.6 | 1.4 | 1.6 | 2.1 | 1.7 | 2.2 | 2.0 | 2.9 | 3.4 | 4.7 | 4.8 | 2.8 | 2.2 | 2.3 | 3.5 | 4.2 | 4.3 | 4.5 | 3.4 | 3.4 | 3.5 | 3.0 | 3.2 |
| TR | NA | 0.0 | 0.01 | 0.05 | 0.03 | 0.03 | NA | 0.03 | 0.09 | 0.05 | 0.0 | 0.02 | 0.04 | 0.01 | 0.04 | 0.0 | 0.06 | 0.04 | 0.04 | 0.11 | -0.04 | 0.03 | 0.01 | 0.0 | 0.01 | 0.02 | 0.06 | 0.05 | 0.05 | -0.02 | 0.03 | 0.02 | 0.13 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 |
| Beta(%) | NA | 1.0 | 0.96 | 0.84 | 0.84 | 0.95 | NA | 1.14 | 0.77 | 0.94 | 0.92 | 0.85 | 0.75 | 1.11 | 0.97 | 1.32 | 1.32 | 1.49 | 1.51 | 1.4 | 0.93 | 1.04 | 1.08 | 1.28 | 1.53 | 1.62 | 1.33 | 1.25 | 1.12 | 1.16 | 1.05 | 1.01 | 0.99 |
| RS | NA | 0.59 | 0.56 | 0.69 | 0.67 | 0.64 | NA | 0.69 | 0.69 | 0.77 | 0.67 | 0.62 | 0.61 | 0.74 | 0.62 | 0.65 | 0.66 | 0.66 | 0.79 | 0.72 | 0.6 | 0.84 | 0.77 | 0.77 | 0.8 | 0.73 | 0.71 | 0.8 | 0.73 | 0.77 | 0.72 | 0.67 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (Fidelity Short-Term Bond) 0.0% (100%)
- VBISX (Vanguard Short-Term Bond Index Inv) 0.09% (100%)
- VFSTX (Vanguard Short-Term Investment-Grade Inv) 0.0% (99%)
- ASDIX (AAM/HIMCO Short Duration I) 0.0% (99%)
- MSTIX (MainStay Short-Term Bond I) 0.0% (98%)
- DFCFX (LWAS/DFA Two-Year Fixed Income Portfolio) 0.0% (98%)
- JSDUX (JPMorgan Short Duration Bond R6) 0.0% (98%)
- BBSGX (Sterling Capital Short-Term Bond I) 0.11% (97%)
- JASBX (Janus Short-Term Bond T) 0.0% (97%)
- MIIBX (Madison Mosaic Institutional Bond Y) 0.09% (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.06% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.04% (33%)
- FLRN (SPDR® Barclays Investment Grd Fl Rt ETF) 0.0% (31%)
- ISTB (iShares Core Short-Term USD Bond) 0.08% (2%)
Latest Articles Related to THIIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments