Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMFX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS A) | 0.63% | 4.08% | 3.35% | 1.04% | 1.33% | 1.69% | 2.33% | … | … |
Data as of 06/05/2026, Common starting date is 10/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMFX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS A) | 10/30/1984 | 06/05/2026 |
| 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 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 4.08 | 3.35 | 1.04 | 1.33 | 1.69 | 2.33 | … | … | 0.63 | 4.61 | 1.30 | 4.31 | -5.12 | -0.18 | 2.97 | 3.81 | 1.00 | 2.29 | -0.69 | 1.51 | 3.00 | -0.17 | 3.07 | 6.71 | 2.77 | 8.26 | 1.00 | 3.92 | 3.02 | 1.26 | 1.46 | 3.22 | 7.08 | 4.84 | 6.81 | 0.62 | 4.80 | 5.47 | 3.97 | 9.97 | -1.48 | 8.83 | 7.75 | 8.61 | 6.48 | 7.80 | 7.90 | 4.16 | 11.02 | 12.89 | 2.04 |
| Sharpe Ratio | NA | 0.93 | 0.04 | -0.65 | -0.15 | NA | NA | … | … | -0.57 | 0.54 | -1.14 | 0.30 | -2.91 | -0.23 | 0.64 | 2.23 | -0.39 | 1.24 | -0.56 | 1.26 | 2.65 | -0.12 | 2.51 | 4.39 | 1.58 | 3.64 | 0.01 | 0.49 | -0.26 | -0.71 | 0.23 | 1.20 | 2.76 | 1.27 | 1.57 | -1.52 | 0.75 | 0.98 | 0.14 | 2.91 | -1.58 | 3.25 | 2.62 | 2.36 | 0.45 | 0.84 | 1.01 | -0.02 | 2.25 | 1.85 | 2.04 |
| Standard Deviation(%) | NA | 1.55 | 2.50 | 2.29 | 2.24 | NA | NA | … | … | 1.83 | 3.21 | 2.04 | 2.18 | 2.26 | 0.88 | 4.22 | 1.05 | 0.99 | 1.32 | 1.61 | 1.18 | 1.13 | 1.71 | 1.21 | 1.52 | 1.70 | 2.24 | 3.07 | 1.59 | 1.56 | 1.42 | 2.09 | 2.09 | 2.15 | 1.91 | 1.65 | 1.81 | 1.79 | 1.83 | 2.23 | 2.06 | 2.88 | 2.04 | 1.99 | 1.98 | 2.14 | 2.21 | 2.98 | 2.99 | 2.95 | 4.00 | 3.27 |
| Draw Down(%) | NA | 1.96 | 2.95 | 8.25 | 8.25 | NA | NA | … | … | 1.96 | 2.95 | 1.56 | 2.92 | 7.59 | 1.09 | 6.73 | 1.02 | 1.13 | 1.59 | 3.46 | 1.54 | 0.89 | 3.19 | 0.96 | 1.25 | 2.37 | 2.14 | 5.07 | 0.91 | 0.89 | 1.13 | 3.31 | 2.71 | 2.23 | 2.17 | 1.16 | 1.57 | 0.96 | 0.89 | 1.59 | 0.74 | 3.98 | 1.39 | 1.21 | 0.31 | 0.86 | 0.63 | 1.40 | 2.94 | 0.78 | 0.57 | 0.00 |
| Yield(%) | 0.00 | 3.00 | 3.01 | 2.32 | 1.97 | 1.98 | 2.34 | … | … | 1.06 | 3.26 | 3.02 | 2.59 | 1.66 | 1.25 | 1.57 | 1.81 | 1.81 | 1.65 | 1.54 | 1.56 | 1.73 | 1.81 | 2.01 | 2.60 | 2.34 | 2.87 | 3.58 | 3.47 | 3.33 | 2.98 | 2.52 | 2.96 | 3.32 | 4.17 | 4.49 | 4.59 | 4.41 | 4.61 | 4.60 | 4.92 | 4.59 | 4.88 | 5.68 | 6.38 | 6.72 | 6.77 | 6.70 | 6.42 | 7.03 | 8.14 | 1.77 |
Data as of 06/05/2026, Common starting date is 10/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMFX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS A) |
-1.73%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
0.58%
Oct 2012 – Oct 2022 |
1.63%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMFX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS A) |
9.78%
Feb 1985 – Feb 1988 |
8.79%
Nov 1984 – Nov 1989 |
7.46%
Feb 1985 – Feb 1995 |
6.60%
Nov 1984 – Nov 1999 |
Annualized Rolling Returns Comparison Chart