Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THIFX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND - CLASS A) | 3.18% | 5.18% | 4.12% | 1.03% | 2.20% | 2.68% | 3.34% | 4.38% |
Data as of 07/25/2025, AR inception is 10/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THIFX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND - CLASS A) | 10/29/1992 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.18 | 4.12 | 1.03 | 2.20 | 2.68 | 3.34 | 4.38 | 3.18 | 4.02 | 6.28 | -7.33 | -1.07 | 6.09 | 5.37 | 0.99 | 2.28 | 3.12 | 0.47 | 3.48 | -0.16 | 7.51 | 5.08 | 6.50 | 15.64 | -3.60 | 6.02 | 3.54 | 1.29 | 2.45 | 3.72 | 7.42 | 8.17 | 9.50 | 0.39 | 6.40 | 5.59 | 7.59 | 15.44 | -3.08 | 9.30 | 1.61 |
| Sharpe Ratio | NA | 0.67 | 0.21 | -0.33 | 0.29 | NA | NA | 0.81 | 0.88 | -0.84 | 0.49 | -2.27 | -0.65 | 1.99 | 2.20 | -0.20 | 1.20 | 1.78 | 0.22 | 2.04 | -0.09 | 3.96 | 1.77 | 1.90 | 3.38 | -0.94 | 1.11 | 0.13 | -0.39 | 0.43 | 0.73 | 1.47 | 1.34 | 1.65 | -0.85 | 0.88 | 0.71 | 1.16 | 3.40 | -2.09 | 3.10 | 2.76 |
| Standard Deviation(%) | NA | 3.02 | 3.66 | 3.23 | 2.66 | NA | NA | 3.10 | 3.08 | 3.05 | 4.17 | 3.85 | 1.69 | 2.94 | 1.80 | 1.59 | 1.38 | 1.64 | 2.03 | 1.70 | 2.19 | 1.90 | 2.85 | 3.37 | 4.59 | 4.79 | 2.75 | 2.18 | 2.25 | 3.48 | 4.13 | 4.28 | 4.44 | 3.28 | 3.33 | 3.49 | 2.93 | 3.51 | 3.41 | 2.89 | 2.32 | 2.78 |
| Draw Down(%) | NA | 1.83 | 4.89 | 11.23 | 11.23 | NA | NA | 11.23 | 1.68 | 1.67 | 2.68 | 9.78 | 1.63 | 4.86 | 0.88 | 1.09 | 0.59 | 1.41 | 1.32 | 1.00 | 3.61 | 0.74 | 1.74 | 2.88 | 2.53 | 8.39 | 1.53 | 0.90 | 1.66 | 3.89 | 4.17 | 2.66 | 3.23 | 2.51 | 2.16 | 1.93 | 1.96 | 2.41 | 1.40 | 4.41 | 1.00 | 0.50 |
| Yield(%) | 0.00 | 3.54 | 3.26 | 2.34 | 2.36 | 2.72 | 3.19 | 4.21 | 1.61 | 3.81 | 3.18 | 1.95 | 1.28 | 1.90 | 3.20 | 2.31 | 1.89 | 1.90 | 1.97 | 2.71 | 3.12 | 3.47 | 4.26 | 4.40 | 4.34 | 4.45 | 4.09 | 4.10 | 3.78 | 3.35 | 3.16 | 3.56 | 5.82 | 6.38 | 5.63 | 5.72 | 6.07 | 6.23 | 6.84 | 5.56 | 6.03 | 1.68 |
Data as of 07/25/2025, AR inception is 10/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIFX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND - CLASS A) |
-2.52%
Oct 2020 - Oct 2023 |
0.30%
Oct 2017 - Oct 2022 |
1.11%
Oct 2012 - Oct 2022 |
2.71%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIFX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND - CLASS A) |
9.96%
Oct 2008 - Oct 2011 |
7.47%
Oct 2008 - Oct 2013 |
6.60%
Dec 1994 - Dec 2004 |
5.90%
Jan 1995 - Jan 2010 |
Annualized Rolling Returns Comparison Chart