Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) | 1.16% | 1.82% | 1.60% | NA | NA | NA | NA | -0.08% |
Data as of 07/25/2025, AR inception is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) | 10/02/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 1.82 | 1.60 | NA | NA | NA | NA | -0.08 | 1.16 | 0.90 | 3.72 | -5.59 | -0.74 | 0.47 |
| Sharpe Ratio | NA | -0.39 | -0.68 | NA | NA | NA | NA | -1.00 | -0.24 | -2.92 | -0.25 | -3.16 | -0.95 | 3.16 |
| Standard Deviation(%) | NA | 3.42 | 2.59 | NA | NA | NA | NA | 2.23 | 4.15 | 1.95 | 2.17 | 2.21 | 0.81 | 0.59 |
| Draw Down(%) | NA | 3.01 | 3.97 | NA | NA | NA | NA | 8.85 | 3.01 | 1.57 | 3.09 | 7.93 | 1.24 | 0.21 |
| Yield(%) | 0.00 | 2.25 | 2.09 | 1.44 | 0.72 | 0.48 | 0.36 | 1.81 | 0.92 | 2.57 | 2.08 | 1.18 | 0.69 | 0.20 |
Data as of 07/25/2025, AR inception is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) |
-1.33%
Nov 2020 - Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) |
1.88%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart