Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THCEX (Thornburg Core Plus Bond Fund) | 2.69% | 1.95% | NA | NA | NA | NA | NA | 11.68% |
Data as of 07/31/2025, AR inception is 10/02/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THCEX (Thornburg Core Plus Bond Fund) | 10/02/2023 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 1.95 | NA | NA | NA | NA | NA | 11.68 | 2.69 | 0.73 | 7.53 |
| Sharpe Ratio | NA | 0.05 | NA | NA | NA | NA | NA | 0.45 | 0.29 | -1.02 | 3.56 |
| Standard Deviation(%) | NA | 5.56 | NA | NA | NA | NA | NA | 6.14 | 5.54 | 5.75 | 8.45 |
| Draw Down(%) | NA | 5.18 | NA | NA | NA | NA | NA | 5.18 | 2.95 | 4.53 | 2.79 |
| Yield(%) | 0.00 | 4.09 | 2.64 | 1.59 | 0.79 | 0.53 | 0.40 | 7.93 | 1.61 | 4.82 | 1.18 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| THCEX (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 |
|---|---|---|---|---|
| THCEX (Thornburg Core Plus Bond Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart