Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THCGX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS A) | -1.09% | 6.92% | 11.11% | -0.27% | 5.95% | 9.19% | 6.86% | 9.27% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| 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 (%) | 1.72 | 6.92 | 11.11 | -0.27 | 5.95 | 9.19 | 6.86 | 9.27 | -1.09 | 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 | 0.14 | 0.33 | -0.08 | 0.19 | NA | NA | 0.36 | -0.16 | 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 | 26.57 | 23.61 | 26.52 | 23.75 | NA | NA | 22.32 | 30.39 | 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 | 30.25 | 30.25 | 48.81 | 48.81 | NA | NA | 63.47 | 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 | 7.74 | 7.65 | 10.71 | 8.04 | 13.64 | 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 07/25/2025, 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 |
|---|---|---|---|---|
| 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