Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTUQX (Thornburg Limited Term U.S. Government Fund Class C2) | 0.02% | 3.55% | 3.44% | 0.45% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTUQX (Thornburg Limited Term U.S. Government Fund Class C2) | 10/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.55 | 3.44 | 0.45 | NA | NA | NA | … | … | 0.02 | 6.18 | 2.08 | 3.63 | -8.13 | -2.19 | -0.17 |
| Sharpe Ratio | NA | 0.52 | 0.11 | -0.51 | NA | NA | NA | … | … | -0.68 | 0.99 | -0.43 | 0.00 | -1.89 | -1.23 | -0.66 |
| Standard Deviation(%) | NA | 2.96 | 3.70 | 4.01 | NA | NA | NA | … | … | 3.04 | 3.35 | 3.62 | 4.94 | 5.09 | 1.80 | 1.16 |
| Draw Down(%) | NA | 2.37 | 3.76 | 11.81 | NA | NA | NA | … | … | 2.37 | 1.96 | 2.79 | 4.60 | 10.49 | 2.55 | 0.67 |
| Yield(%) | 0.00 | 2.13 | 2.30 | 1.73 | 0.89 | 0.59 | 0.45 | … | … | 0.67 | 2.51 | 2.39 | 2.06 | 1.28 | 0.80 | 0.12 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LTUQX (Thornburg Limited Term U.S. Government Fund Class C2) |
-3.07%
Nov 2020 – Nov 2023 |
0.19%
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 |
|---|---|---|---|---|
| LTUQX (Thornburg Limited Term U.S. Government Fund Class C2) |
4.48%
Feb 2023 – Feb 2026 |
0.76%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart