Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTUCX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS C) | 3.45% | 3.10% | 1.52% | -0.41% | 0.59% | 0.75% | 1.71% | 3.03% |
Data as of 08/01/2025, AR inception is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTUCX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS C) | 09/29/1994 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 3.10 | 1.52 | -0.41 | 0.59 | 0.75 | 1.71 | 3.03 | 3.45 | 1.88 | 3.64 | -8.34 | -2.08 | 3.46 | 3.27 | 0.60 | 0.30 | 0.70 | -0.01 | 2.06 | -2.19 | 1.80 | 3.45 | 3.23 | 3.16 | 6.45 | 6.47 | 3.06 | 0.82 | 0.75 | 1.97 | 10.04 | 6.79 | 9.24 | -0.11 | 6.45 | 6.21 | 3.81 | 12.61 | -0.02 |
| Sharpe Ratio | NA | -0.02 | -0.41 | -0.64 | -0.28 | NA | NA | 0.39 | 0.78 | -1.32 | -0.12 | -1.91 | -1.19 | 1.77 | 1.03 | -0.44 | -0.23 | 0.32 | -0.02 | 1.18 | -1.16 | 1.27 | 1.63 | 1.32 | 0.90 | 1.20 | 1.20 | -0.12 | -0.75 | -0.07 | 0.33 | 2.61 | 1.17 | 1.44 | -0.86 | 1.12 | 1.05 | 0.10 | 1.53 | -0.51 |
| Standard Deviation(%) | NA | 3.64 | 4.52 | 3.92 | 3.02 | NA | NA | 3.17 | 3.84 | 3.58 | 5.08 | 5.10 | 1.76 | 1.82 | 1.81 | 1.61 | 1.43 | 1.54 | 1.81 | 1.72 | 1.91 | 1.38 | 2.10 | 2.38 | 3.41 | 4.57 | 2.91 | 1.82 | 1.80 | 2.96 | 3.91 | 3.42 | 3.88 | 3.57 | 3.90 | 2.78 | 2.56 | 3.19 | 5.75 | 7.29 |
| Draw Down(%) | NA | 3.09 | 6.85 | 12.86 | 12.86 | NA | NA | 12.86 | 1.88 | 2.79 | 4.69 | 10.69 | 2.49 | 2.01 | 0.98 | 1.40 | 1.06 | 2.18 | 1.31 | 0.85 | 3.00 | 0.84 | 0.98 | 2.27 | 1.71 | 2.83 | 1.45 | 0.79 | 1.44 | 3.58 | 4.36 | 2.25 | 3.61 | 1.99 | 2.35 | 1.64 | 1.16 | 1.92 | 3.00 | 3.12 |
| Yield(%) | 0.00 | 1.74 | 1.89 | 1.42 | 1.36 | 1.53 | 1.98 | 3.11 | 0.84 | 2.39 | 2.07 | 1.28 | 0.81 | 1.10 | 1.47 | 1.51 | 1.14 | 1.24 | 1.20 | 1.90 | 1.58 | 2.29 | 2.55 | 2.71 | 3.08 | 2.86 | 3.08 | 2.69 | 2.35 | 2.19 | 2.95 | 4.14 | 4.80 | 5.37 | 4.82 | 5.08 | 5.55 | 5.66 | 5.91 | 1.89 |
Data as of 08/01/2025, AR inception is 09/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUCX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS C) |
-3.85%
Oct 2020 - Oct 2023 |
-1.06%
Oct 2017 - Oct 2022 |
-0.43%
Oct 2012 - Oct 2022 |
0.63%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUCX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS C) |
9.40%
May 2000 - May 2003 |
6.62%
Sep 1997 - Sep 2002 |
5.70%
Oct 1994 - Oct 2004 |
5.21%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart