Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTURX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS R3) | 3.04% | 3.77% | 1.67% | -0.22% | 0.81% | 0.96% | 1.90% | 1.78% |
Data as of 07/29/2025, AR inception is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTURX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS R3) | 07/17/2003 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 3.77 | 1.67 | -0.22 | 0.81 | 0.96 | 1.90 | 1.78 | 3.04 | 2.31 | 3.91 | -8.00 | -1.95 | 3.66 | 3.51 | 0.87 | 0.55 | 0.92 | 0.28 | 2.20 | -1.97 | 1.91 | 3.70 | 3.40 | 3.29 | 6.70 | 6.73 | 3.30 | 1.14 | 1.05 | -0.44 |
| Sharpe Ratio | NA | 0.22 | -0.32 | -0.60 | -0.22 | NA | NA | 0.21 | 0.53 | -1.18 | -0.07 | -1.86 | -1.12 | 1.87 | 1.15 | -0.28 | -0.05 | 0.45 | 0.14 | 1.27 | -1.05 | 1.32 | 1.82 | 1.37 | 0.91 | 1.25 | 1.28 | 0.02 | -0.55 | 0.04 | -0.38 |
| Standard Deviation(%) | NA | 3.59 | 4.50 | 3.89 | 3.00 | NA | NA | 2.83 | 3.71 | 3.64 | 5.04 | 5.06 | 1.76 | 1.82 | 1.84 | 1.60 | 1.45 | 1.60 | 1.83 | 1.72 | 1.90 | 1.42 | 2.01 | 2.41 | 3.51 | 4.60 | 2.93 | 1.85 | 1.86 | 3.00 | 4.15 |
| Draw Down(%) | NA | 3.04 | 6.75 | 12.43 | 12.43 | NA | NA | 12.43 | 1.89 | 2.75 | 4.50 | 10.43 | 2.35 | 2.02 | 0.91 | 1.33 | 0.99 | 2.09 | 1.28 | 0.75 | 2.89 | 0.83 | 0.97 | 2.26 | 1.78 | 2.91 | 1.36 | 0.79 | 1.42 | 3.52 | 2.42 |
| Yield(%) | 0.00 | 2.14 | 2.17 | 1.64 | 1.60 | 1.75 | 2.21 | 2.13 | 0.93 | 2.62 | 2.30 | 1.53 | 1.05 | 1.27 | 1.70 | 1.78 | 1.40 | 1.46 | 1.42 | 2.11 | 1.76 | 2.47 | 2.71 | 2.87 | 3.28 | 3.07 | 3.32 | 2.93 | 2.67 | 2.50 | 0.24 |
Data as of 07/29/2025, AR inception is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTURX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS R3) |
-3.62%
Oct 2020 - Oct 2023 |
-0.84%
Oct 2017 - Oct 2022 |
-0.21%
Oct 2012 - Oct 2022 |
0.85%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTURX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND - CLASS R3) |
6.28%
Jun 2007 - Jun 2010 |
5.12%
May 2006 - May 2011 |
3.16%
Jun 2004 - Jun 2014 |
2.63%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart