Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTCQX (Thornburg California Limited Term Municipal Fund Class C2) | 0.32% | 4.09% | 2.97% | 0.81% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTCQX (Thornburg California Limited Term Municipal Fund Class C2) | 10/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 4.09 | 2.97 | 0.81 | NA | NA | NA | … | … | 0.32 | 4.37 | 1.04 | 3.87 | -4.81 | -0.68 | 0.34 |
| Sharpe Ratio | NA | 0.87 | -0.08 | -0.76 | NA | NA | NA | … | … | -1.14 | 0.43 | -1.25 | 0.11 | -3.03 | -0.78 | 1.65 |
| Standard Deviation(%) | NA | 1.65 | 2.63 | 2.32 | NA | NA | NA | … | … | 2.01 | 3.50 | 2.07 | 1.99 | 2.06 | 0.91 | 0.81 |
| Draw Down(%) | NA | 2.20 | 3.33 | 7.48 | NA | NA | NA | … | … | 2.20 | 3.33 | 1.62 | 2.58 | 6.85 | 1.10 | 0.29 |
| Yield(%) | 0.00 | 2.49 | 2.53 | 1.90 | 1.00 | 0.67 | 0.50 | … | … | 0.86 | 2.74 | 2.57 | 2.19 | 1.22 | 0.84 | 0.19 |
Data as of 06/04/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTCQX (Thornburg California Limited Term Municipal Fund Class C2) |
-1.01%
Nov 2020 – Nov 2023 |
0.70%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTCQX (Thornburg California Limited Term Municipal Fund Class C2) |
3.66%
Oct 2022 – Oct 2025 |
1.14%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart