Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R5) | 11.90% | 25.44% | 14.81% | 1.86% | 9.38% | 10.13% | 7.64% | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R5) | 10/05/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 25.44 | 14.81 | 1.86 | 9.38 | 10.13 | 7.64 | … | … | 11.90 | 4.83 | 20.20 | 20.19 | -33.88 | -4.62 | 42.14 | 29.37 | -2.23 | 24.43 | -1.92 | 3.15 | 0.52 | 43.21 | 21.97 | 1.80 | 10.64 | 46.15 | -50.76 | 11.89 | 18.67 | 8.65 |
| Sharpe Ratio | NA | 1.34 | 0.59 | -0.02 | 0.34 | NA | NA | … | … | 1.54 | 0.20 | 0.87 | 0.87 | -0.94 | -0.18 | 1.26 | 1.87 | -0.19 | 2.60 | -0.11 | 0.20 | 0.03 | 3.30 | 1.34 | 0.06 | 0.59 | 1.69 | -1.25 | 0.52 | 1.15 | 3.21 |
| Standard Deviation(%) | NA | 19.57 | 21.70 | 25.56 | 23.59 | NA | NA | … | … | 20.74 | 26.43 | 18.95 | 19.26 | 37.69 | 25.34 | 33.05 | 14.93 | 19.57 | 9.17 | 18.92 | 15.98 | 15.63 | 13.09 | 16.46 | 28.86 | 17.90 | 27.27 | 41.11 | 16.92 | 13.31 | 12.14 |
| Draw Down(%) | NA | 15.43 | 30.15 | 47.02 | 48.54 | NA | NA | … | … | 15.22 | 29.79 | 9.13 | 16.89 | 39.71 | 20.06 | 28.48 | 10.34 | 24.53 | 3.79 | 22.51 | 13.26 | 12.87 | 4.25 | 14.15 | 24.00 | 16.85 | 20.71 | 60.01 | 11.81 | 11.88 | 4.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.51 | 8.68 | 10.04 | 7.71 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 32.43 | 7.52 | 10.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R5) |
-17.76%
Feb 2006 – Feb 2009 |
-3.54%
Sep 2006 – Sep 2011 |
4.66%
Jan 2006 – Jan 2016 |
4.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THGRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R5) |
27.45%
Feb 2009 – Feb 2012 |
26.69%
Feb 2009 – Feb 2014 |
16.83%
Sep 2011 – Sep 2021 |
12.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart