Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THICX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND - CLASS C) | 3.32% | 3.89% | 3.64% | 0.75% | 1.98% | 2.42% | 3.11% | 4.11% |
Data as of 08/01/2025, AR inception 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 | 08/01/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 3.89 | 3.64 | 0.75 | 1.98 | 2.42 | 3.11 | 4.11 | 3.32 | 3.79 | 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 | 0.25 | 0.07 | -0.41 | 0.21 | NA | NA | 0.74 | 0.90 | -0.92 | 0.43 | -2.33 | -0.80 | 1.95 | 2.11 | -0.34 | 1.07 | 1.68 | 0.07 | 2.03 | -0.17 | 4.00 | 1.69 | 1.86 | 3.31 | -0.97 | 1.02 | 0.01 | -0.53 | 0.29 | 0.81 | 1.69 | 1.24 | 1.55 | -0.94 | 0.75 | 0.56 | 1.09 | 3.30 | -3.43 |
| Standard Deviation(%) | NA | 2.94 | 3.66 | 3.22 | 2.64 | NA | NA | 3.10 | 3.04 | 3.05 | 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 | 1.90 | 4.93 | 11.62 | 11.62 | NA | NA | 11.62 | 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 | 2.67 | 2.85 | 2.05 | 2.10 | 2.45 | 2.92 | 3.93 | 1.20 | 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 08/01/2025, AR inception 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 |
2.38%
Jul 2010 - Jul 2025 |
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