Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTCAX (THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND – ) | 0.35% | 4.39% | 3.23% | 1.10% | 1.08% | 1.66% | 2.25% | … | … |
Data as of 06/03/2026, Common starting date is 02/26/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTCAX (THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND – ) | 02/26/1987 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 4.39 | 3.23 | 1.10 | 1.08 | 1.66 | 2.25 | … | … | 0.35 | 4.67 | 1.33 | 4.17 | -4.46 | -0.41 | 1.92 | 3.20 | 0.37 | 2.05 | -0.99 | 1.67 | 3.86 | 0.26 | 3.45 | 6.74 | 3.15 | 7.86 | 0.60 | 3.50 | 3.23 | 1.01 | 1.20 | 2.75 | 6.53 | 4.26 | 6.29 | 0.48 | 4.97 | 5.86 | 4.33 | 10.25 | -2.15 | 8.24 | 7.53 | 7.50 | 6.78 | 7.52 | 7.77 | 3.61 |
| Sharpe Ratio | NA | 1.04 | 0.03 | -0.62 | -0.25 | NA | NA | … | … | -0.98 | 0.51 | -1.10 | 0.26 | -2.82 | -0.46 | 0.40 | 1.68 | -0.99 | 1.10 | -0.73 | 1.29 | 3.05 | 0.14 | 2.84 | 4.09 | 1.65 | 3.50 | -0.12 | 0.22 | -0.13 | -0.92 | 0.10 | 1.00 | 2.54 | 1.10 | 1.31 | -1.72 | 0.84 | 1.18 | 0.31 | 2.93 | -1.81 | 3.11 | 2.61 | 1.91 | 0.60 | 0.59 | 1.04 | 0.01 |
| Standard Deviation(%) | NA | 1.68 | 2.65 | 2.34 | 2.26 | NA | NA | … | … | 2.06 | 3.52 | 2.09 | 2.02 | 2.10 | 0.94 | 4.18 | 1.03 | 1.03 | 1.28 | 1.65 | 1.27 | 1.26 | 1.58 | 1.21 | 1.64 | 1.85 | 2.22 | 3.05 | 1.60 | 1.49 | 1.36 | 2.14 | 2.04 | 2.12 | 1.67 | 1.58 | 1.68 | 1.79 | 1.85 | 2.16 | 2.14 | 2.88 | 1.94 | 1.92 | 1.87 | 2.13 | 2.68 | 2.76 | 3.38 |
| Draw Down(%) | NA | 2.21 | 3.33 | 7.17 | 7.24 | NA | NA | … | … | 2.21 | 3.33 | 1.60 | 2.44 | 6.64 | 0.94 | 6.69 | 1.03 | 1.31 | 1.73 | 3.70 | 1.69 | 0.95 | 2.83 | 0.95 | 1.34 | 2.72 | 1.75 | 5.41 | 0.90 | 0.87 | 1.15 | 3.71 | 3.01 | 3.02 | 1.63 | 0.91 | 1.29 | 1.01 | 0.88 | 1.42 | 0.71 | 4.10 | 1.09 | 0.95 | 0.41 | 1.07 | 1.35 | 0.23 | 1.41 |
| Yield(%) | 0.00 | 2.78 | 2.81 | 2.17 | 1.73 | 1.82 | 2.21 | … | … | 0.97 | 3.03 | 2.84 | 2.45 | 1.49 | 1.11 | 1.24 | 1.55 | 1.38 | 1.39 | 1.27 | 1.36 | 1.63 | 1.71 | 2.10 | 2.72 | 2.76 | 2.94 | 3.35 | 3.35 | 3.25 | 2.84 | 2.40 | 2.86 | 3.46 | 3.96 | 4.39 | 4.10 | 4.17 | 4.39 | 4.53 | 4.80 | 4.44 | 4.89 | 5.56 | 5.97 | 6.22 | 6.46 | 6.49 | 5.30 |
Data as of 06/03/2026, Common starting date is 02/26/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTCAX (THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND – ) |
-1.65%
Oct 2019 – Oct 2022 |
-0.44%
Oct 2017 – Oct 2022 |
0.53%
Oct 2012 – Oct 2022 |
1.54%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTCAX (THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND THORNBURG CALIFORNIA LIMITED TERM MUNICIPAL FUND – ) |
8.35%
Sep 1990 – Sep 1993 |
7.63%
Oct 1987 – Oct 1992 |
6.44%
Oct 1987 – Oct 1997 |
5.82%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart