Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THICX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS C) | -0.03% | 3.90% | 4.71% | 1.59% | 2.11% | 2.33% | 3.21% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THICX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS C) | 09/29/1994 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 3.90 | 4.71 | 1.59 | 2.11 | 2.33 | 3.21 | … | … | -0.03 | 6.56 | 4.09 | 6.04 | -7.54 | -1.29 | 5.87 | 5.14 | 0.77 | 2.13 | 2.91 | 0.17 | 3.25 | -0.33 | 7.18 | 4.83 | 6.18 | 15.30 | -3.73 | 5.75 | 3.30 | 1.02 | 1.94 | 4.02 | 8.29 | 7.72 | 9.07 | 0.08 | 5.91 | 5.18 | 7.17 | 14.81 | -2.05 |
| Sharpe Ratio | NA | 0.85 | 0.59 | -0.26 | 0.20 | NA | NA | … | … | -0.78 | 1.37 | 0.15 | 0.58 | -2.35 | -0.80 | 1.94 | 2.08 | -0.38 | 1.05 | 1.68 | 0.07 | 2.03 | -0.17 | 4.00 | 1.69 | 1.86 | 3.31 | -0.98 | 0.96 | -0.05 | -0.57 | 0.28 | 0.80 | 1.68 | 1.21 | 1.51 | -0.98 | 0.71 | 0.51 | 1.04 | 3.25 | -3.48 |
| Standard Deviation(%) | NA | 2.31 | 3.06 | 3.25 | 2.67 | NA | NA | … | … | 2.32 | 2.70 | 3.06 | 4.18 | 3.84 | 1.64 | 2.88 | 1.77 | 1.59 | 1.41 | 1.61 | 2.00 | 1.60 | 2.17 | 1.79 | 2.84 | 3.28 | 4.59 | 4.79 | 2.72 | 2.16 | 2.19 | 3.40 | 4.11 | 4.25 | 4.42 | 3.21 | 3.35 | 3.44 | 2.95 | 3.34 | 3.33 | 3.34 |
| Draw Down(%) | NA | 1.50 | 2.28 | 10.91 | 11.62 | NA | NA | … | … | 1.50 | 1.68 | 1.72 | 2.78 | 9.94 | 1.67 | 4.93 | 0.88 | 1.23 | 0.61 | 1.42 | 1.39 | 1.03 | 3.68 | 0.75 | 1.79 | 2.91 | 2.55 | 8.53 | 1.55 | 0.90 | 1.69 | 3.95 | 4.24 | 2.66 | 3.31 | 2.46 | 2.15 | 1.89 | 2.11 | 2.44 | 1.24 | 3.10 |
| Yield(%) | 0.00 | 3.18 | 3.41 | 2.53 | 2.29 | 2.44 | 3.01 | … | … | 1.04 | 3.65 | 3.56 | 2.95 | 1.76 | 1.07 | 1.68 | 2.97 | 2.10 | 1.67 | 1.69 | 1.76 | 2.49 | 2.89 | 3.23 | 4.02 | 4.10 | 4.10 | 4.26 | 3.84 | 3.86 | 3.51 | 2.86 | 3.45 | 4.36 | 5.39 | 5.98 | 5.25 | 5.26 | 5.68 | 5.75 | 6.34 | 1.87 |
Data as of 06/05/2026, Common starting date is 09/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THICX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS C) |
-2.74%
Oct 2020 – Oct 2023 |
0.08%
Oct 2017 – Oct 2022 |
0.89%
Oct 2012 – Oct 2022 |
2.36%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THICX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS C) |
9.66%
Oct 2008 – Oct 2011 |
7.19%
Oct 2008 – Oct 2013 |
6.35%
Dec 1994 – Dec 2004 |
5.66%
Jan 1995 – Jan 2010 |
Annualized Rolling Returns Comparison Chart