Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCGCX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS C) | -2.30% | 3.09% | 8.26% | -0.36% | 5.37% | 8.65% | 6.17% | 8.65% |
Data as of 07/31/2025, AR inception is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCGCX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS C) | 03/19/2003 | 07/31/2025 |
| 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 (%) | 0.37 | 3.09 | 8.26 | -0.36 | 5.37 | 8.65 | 6.17 | 8.65 | -2.30 | 18.51 | 18.52 | -34.82 | -43.28 | 30.02 | 27.92 | -3.40 | 22.96 | -3.05 | 1.96 | -0.65 | 41.52 | 20.51 | 0.56 | 8.96 | 44.25 | -51.33 | 10.61 | 17.20 | 21.16 | 14.50 | 48.95 |
| Sharpe Ratio | NA | 0.11 | 0.28 | -0.07 | 0.18 | NA | NA | 0.33 | -0.19 | 0.63 | 0.75 | -0.96 | -0.74 | 0.88 | 1.77 | -0.24 | 2.45 | -0.17 | 0.12 | -0.04 | 3.18 | 1.25 | 0.02 | 0.49 | 1.62 | -1.27 | 0.45 | 1.05 | 1.71 | 0.83 | 3.53 |
| Standard Deviation(%) | NA | 26.51 | 23.60 | 26.41 | 23.69 | NA | NA | 22.30 | 30.31 | 18.97 | 19.29 | 37.72 | 58.73 | 33.86 | 14.94 | 19.58 | 9.15 | 18.91 | 16.00 | 15.64 | 13.06 | 16.46 | 28.90 | 17.94 | 27.20 | 41.07 | 16.86 | 13.28 | 11.09 | 16.36 | 18.41 |
| Draw Down(%) | NA | 30.47 | 30.47 | 49.57 | 49.57 | NA | NA | 63.80 | 30.00 | 9.22 | 17.20 | 40.11 | 52.38 | 28.55 | 10.45 | 24.85 | 3.84 | 22.62 | 13.53 | 13.04 | 4.30 | 14.36 | 24.31 | 17.06 | 20.88 | 60.45 | 11.94 | 11.94 | 6.57 | 18.57 | 5.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 10.65 | 9.60 | 13.19 | 9.35 | 15.92 | 0.00 | 0.00 | 0.00 | 0.00 | 42.74 | 9.63 | 12.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 2.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 03/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGCX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS C) |
-18.74%
Feb 2006 - Feb 2009 |
-5.23%
Feb 2004 - Feb 2009 |
3.38%
Jan 2006 - Jan 2016 |
3.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGCX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS C) |
27.29%
Apr 2003 - Apr 2006 |
25.09%
Feb 2009 - Feb 2014 |
15.47%
Sep 2011 - Sep 2021 |
11.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart