Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R3) | -3.65% | 5.50% | 10.60% | 1.72% | 5.86% | 9.50% | 7.22% | 8.31% |
Data as of 06/26/2025, AR inception is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R3) | 07/17/2003 | 06/26/2025 |
| 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 (%) | 3.35 | 5.50 | 10.60 | 1.72 | 5.86 | 9.50 | 7.22 | 8.31 | -3.65 | 19.61 | 19.54 | -34.21 | -36.56 | 32.39 | 28.71 | -2.72 | 23.79 | -2.46 | 2.68 | 0.00 | 42.45 | 21.36 | 1.28 | 10.08 | 45.39 | -51.00 | 11.29 | 17.98 | 22.20 | 15.03 | 11.81 |
| Sharpe Ratio | NA | -0.04 | 0.38 | -0.05 | 0.17 | NA | NA | 0.30 | -0.52 | 0.69 | 0.80 | -0.95 | -0.74 | 0.95 | 1.83 | -0.21 | 2.53 | -0.14 | 0.17 | 0.00 | 3.25 | 1.31 | 0.04 | 0.56 | 1.66 | -1.26 | 0.49 | 1.11 | 1.81 | 0.85 | 1.64 |
| Standard Deviation(%) | NA | 26.72 | 24.08 | 26.48 | 23.68 | NA | NA | 22.35 | 32.71 | 18.95 | 19.22 | 37.68 | 49.38 | 33.63 | 14.92 | 19.60 | 9.18 | 18.92 | 15.97 | 15.63 | 13.06 | 16.44 | 28.86 | 17.99 | 27.26 | 41.11 | 16.95 | 13.27 | 11.08 | 16.51 | 16.32 |
| Draw Down(%) | NA | 30.28 | 30.28 | 48.93 | 48.93 | NA | NA | 63.52 | 29.87 | 9.18 | 17.05 | 39.85 | 46.80 | 28.51 | 10.38 | 24.67 | 3.82 | 22.60 | 13.38 | 12.95 | 4.32 | 14.22 | 24.05 | 16.93 | 20.77 | 60.19 | 11.90 | 11.90 | 6.50 | 18.60 | 5.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 9.81 | 8.49 | 12.50 | 9.61 | 12.13 | 0.00 | 0.00 | 0.00 | 0.00 | 35.85 | 8.22 | 11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.06 | 0.00 | 1.93 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R3) |
-18.21%
Feb 2006 - Feb 2009 |
-4.67%
Feb 2004 - Feb 2009 |
4.12%
Jan 2006 - Jan 2016 |
3.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND - CLASS R3) |
26.84%
Feb 2009 - Feb 2012 |
26.06%
Feb 2009 - Feb 2014 |
16.23%
Sep 2011 - Sep 2021 |
12.18%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart