Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THCGX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS A) | 8.36% | 21.26% | 13.13% | 0.59% | 7.89% | 8.97% | 6.66% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THCGX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS A) | 03/19/2003 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.81 | 21.26 | 13.13 | 0.59 | 7.89 | 8.97 | 6.66 | … | … | 8.36 | 5.63 | 19.67 | 19.56 | -34.19 | -35.99 | 32.73 | 28.91 | -2.56 | 23.91 | -2.35 | 2.78 | 0.07 | 42.59 | 21.42 | 1.35 | 9.87 | 45.39 | -50.95 | 11.42 | 18.11 | 22.09 | 15.38 | 50.21 |
| Sharpe Ratio | NA | 1.30 | 0.56 | -0.04 | 0.29 | NA | NA | … | … | 1.51 | 0.18 | 0.69 | 0.80 | -0.95 | -0.74 | 0.96 | 1.84 | -0.20 | 2.56 | -0.14 | 0.17 | 0.00 | 3.25 | 1.31 | 0.05 | 0.55 | 1.67 | -1.26 | 0.50 | 1.12 | 1.79 | 0.88 | 3.62 |
| Standard Deviation(%) | NA | 19.66 | 21.73 | 25.57 | 23.67 | NA | NA | … | … | 20.80 | 26.48 | 18.95 | 19.25 | 37.68 | 48.79 | 33.61 | 14.92 | 19.56 | 9.12 | 18.91 | 15.97 | 15.63 | 13.07 | 16.43 | 28.86 | 17.96 | 27.18 | 40.99 | 16.89 | 13.30 | 11.13 | 16.35 | 18.44 |
| Draw Down(%) | NA | 15.53 | 30.25 | 47.20 | 48.81 | NA | NA | … | … | 15.29 | 29.88 | 9.19 | 17.01 | 39.84 | 46.31 | 28.50 | 10.35 | 24.61 | 3.80 | 22.60 | 13.34 | 12.93 | 4.27 | 14.22 | 24.05 | 16.93 | 20.69 | 60.15 | 11.88 | 11.88 | 6.59 | 18.21 | 5.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.07 | 8.03 | 9.09 | 6.82 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 35.50 | 0.00 | 10.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 0.06 | 0.00 | 1.93 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCGX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS A) |
-18.12%
Feb 2006 – Feb 2009 |
-4.50%
Feb 2004 – Feb 2009 |
3.58%
Oct 2013 – Oct 2023 |
3.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCGX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS A) |
28.33%
Apr 2003 – Apr 2006 |
26.06%
Feb 2009 – Feb 2014 |
16.10%
Aug 2010 – Aug 2020 |
11.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart