Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTUGX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS R4) | 0.12% | 3.84% | 3.68% | 0.66% | 0.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTUGX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS R4) | 02/04/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 3.84 | 3.68 | 0.66 | 0.97 | NA | NA | … | … | 0.12 | 6.50 | 2.32 | 3.92 | -8.08 | -1.96 | 3.66 | 3.51 | 0.73 | 0.54 | 0.92 | 0.28 | 0.87 |
| Sharpe Ratio | NA | 0.62 | 0.20 | -0.45 | -0.20 | NA | NA | … | … | -0.59 | 1.08 | -0.36 | 0.05 | -1.90 | -1.14 | 1.85 | 1.13 | -0.41 | -0.08 | 0.45 | 0.14 | 0.58 |
| Standard Deviation(%) | NA | 3.00 | 3.74 | 4.01 | 3.07 | NA | NA | … | … | 3.09 | 3.36 | 3.65 | 5.01 | 5.02 | 1.74 | 1.84 | 1.80 | 1.59 | 1.42 | 1.58 | 1.84 | 1.63 |
| Draw Down(%) | NA | 2.34 | 3.78 | 11.76 | 12.52 | NA | NA | … | … | 2.34 | 1.89 | 2.76 | 4.51 | 10.51 | 2.36 | 1.95 | 0.91 | 1.33 | 1.00 | 2.09 | 1.28 | 0.75 |
| Yield(%) | 0.00 | 2.40 | 2.56 | 1.96 | 1.68 | 1.35 | 1.01 | … | … | 0.77 | 2.79 | 2.62 | 2.31 | 1.52 | 1.06 | 1.27 | 1.69 | 1.64 | 1.38 | 1.46 | 1.42 | 1.54 |
Data as of 06/04/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUGX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS R4) |
-3.65%
Oct 2020 – Oct 2023 |
-0.87%
Oct 2017 – Oct 2022 |
0.21%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUGX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS R4) |
4.76%
Feb 2023 – Feb 2026 |
1.86%
Dec 2015 – Dec 2020 |
1.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
