Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THCCX (Thornburg Core Plus Bond Fund) | 2.60% | 3.20% | NA | NA | NA | NA | NA | 10.66% |
Data as of 07/25/2025, AR inception is 10/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THCCX (Thornburg Core Plus Bond Fund) | 10/02/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 3.20 | NA | NA | NA | NA | NA | 10.66 | 2.60 | 0.16 | 7.33 |
| Sharpe Ratio | NA | 0.01 | NA | NA | NA | NA | NA | 0.38 | 0.29 | -1.13 | 3.48 |
| Standard Deviation(%) | NA | 5.52 | NA | NA | NA | NA | NA | 6.11 | 5.61 | 5.69 | 8.34 |
| Draw Down(%) | NA | 5.30 | NA | NA | NA | NA | NA | 5.30 | 2.95 | 4.69 | 2.79 |
| Yield(%) | 0.00 | 3.87 | 2.36 | 1.41 | 0.71 | 0.47 | 0.35 | 7.07 | 1.71 | 4.10 | 0.98 |
Data as of 07/25/2025, AR inception is 10/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCCX (Thornburg Core Plus Bond Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCCX (Thornburg Core Plus Bond Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart