Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R4) | 11.81% | 25.04% | 14.38% | 1.44% | 8.93% | 9.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R4) | 02/02/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 25.04 | 14.38 | 1.44 | 8.93 | 9.68 | NA | … | … | 11.81 | 7.59 | 19.70 | 19.68 | -34.16 | -36.02 | 32.66 | 28.84 | -2.61 | 23.88 | -2.34 | 2.77 | 0.11 | 42.59 | 21.48 | 1.41 | 9.85 | 45.59 | -50.98 | 5.63 |
| Sharpe Ratio | NA | 1.32 | 0.57 | -0.04 | 0.32 | NA | NA | … | … | 1.53 | 0.18 | 0.69 | 0.81 | -0.95 | -0.74 | 0.96 | 1.84 | -0.20 | 2.55 | -0.13 | 0.17 | 0.01 | 3.26 | 1.31 | 0.05 | 0.54 | 1.67 | -1.26 | 0.19 |
| Standard Deviation(%) | NA | 19.57 | 21.70 | 25.56 | 23.60 | NA | NA | … | … | 20.70 | 26.45 | 18.95 | 19.24 | 37.69 | 48.74 | 33.60 | 14.94 | 19.59 | 9.16 | 18.92 | 15.97 | 15.65 | 13.07 | 16.45 | 28.88 | 17.98 | 27.19 | 41.05 | 17.28 |
| Draw Down(%) | NA | 15.48 | 30.26 | 47.18 | 48.86 | NA | NA | … | … | 15.23 | 29.86 | 9.18 | 17.02 | 39.83 | 46.36 | 28.51 | 10.37 | 24.62 | 3.81 | 22.58 | 13.36 | 12.95 | 4.30 | 14.23 | 24.06 | 16.91 | 20.67 | 60.17 | 11.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.10 | 9.18 | 10.41 | 6.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 35.34 | 8.12 | 10.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
Data as of 06/04/2026, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R4) |
-13.90%
Jun 2007 – Jun 2010 |
-3.16%
May 2007 – May 2012 |
4.24%
Oct 2013 – Oct 2023 |
3.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R4) |
26.82%
Feb 2009 – Feb 2012 |
26.10%
Feb 2009 – Feb 2014 |
16.35%
Sep 2011 – Sep 2021 |
12.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart