Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) | 0.47% | 3.64% | 2.87% | 0.55% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) | 10/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 3.64 | 2.87 | 0.55 | NA | NA | NA | … | … | 0.47 | 4.12 | 0.90 | 3.72 | -5.59 | -0.74 | 0.47 |
| Sharpe Ratio | NA | 0.74 | -0.12 | -0.88 | NA | NA | NA | … | … | -0.93 | 0.38 | -1.39 | 0.03 | -3.18 | -0.95 | 3.16 |
| Standard Deviation(%) | NA | 1.55 | 2.49 | 2.27 | NA | NA | NA | … | … | 1.86 | 3.25 | 1.95 | 2.17 | 2.21 | 0.81 | 0.59 |
| Draw Down(%) | NA | 1.96 | 3.01 | 8.73 | NA | NA | NA | … | … | 1.96 | 3.01 | 1.57 | 3.09 | 7.93 | 1.24 | 0.21 |
| Yield(%) | 0.00 | 2.57 | 2.54 | 1.87 | 0.98 | 0.65 | 0.49 | … | … | 0.91 | 2.80 | 2.57 | 2.09 | 1.18 | 0.69 | 0.20 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LTMQX (Thornburg Limited Term Municipal Fund Class C2) |
-1.33%
Nov 2020 – Nov 2023 |
0.42%
Dec 2020 – Dec 2025 |
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) |
3.62%
Oct 2022 – Oct 2025 |
0.86%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart