Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THIMX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS A) | -0.50% | 0.24% | 2.05% | 0.52% | 1.63% | 2.34% | 2.76% | 4.06% |
Data as of 07/25/2025, AR inception is 07/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THIMX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS A) | 07/30/1991 | 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 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 0.24 | 2.05 | 0.52 | 1.63 | 2.34 | 2.76 | 4.06 | -0.50 | 1.55 | 5.47 | -6.41 | 1.01 | 3.80 | 5.64 | 0.70 | 3.61 | -0.50 | 2.12 | 6.55 | -1.27 | 6.01 | 9.50 | 2.74 | 12.97 | -4.06 | 2.92 | 3.69 | 2.31 | 3.23 | 3.99 | 7.69 | 4.82 | 6.93 | -1.96 | 5.48 | 7.20 | 4.45 | 13.22 | -2.47 | 12.14 | 9.82 | 4.59 |
| Sharpe Ratio | NA | -0.56 | -0.36 | -0.50 | 0.06 | NA | NA | 0.76 | -0.62 | -1.89 | 0.45 | -2.77 | 0.68 | 0.55 | 2.64 | -0.43 | 1.58 | -0.31 | 1.32 | 4.26 | -0.55 | 3.19 | 4.23 | 1.09 | 4.20 | -1.07 | -0.04 | 0.23 | 0.08 | 0.77 | 1.09 | 2.36 | 1.04 | 1.36 | -2.35 | 0.95 | 1.69 | 0.31 | 3.28 | -1.28 | 3.81 | 2.80 | 3.18 |
| Standard Deviation(%) | NA | 5.23 | 3.67 | 3.10 | 3.22 | NA | NA | 2.84 | 6.35 | 2.67 | 2.75 | 2.82 | 1.44 | 6.49 | 1.60 | 1.44 | 1.89 | 2.24 | 1.59 | 1.54 | 2.36 | 1.88 | 2.24 | 2.43 | 3.06 | 4.65 | 2.06 | 1.82 | 1.86 | 2.99 | 3.04 | 2.79 | 2.43 | 2.08 | 2.21 | 2.27 | 2.17 | 3.02 | 2.86 | 4.24 | 2.63 | 2.63 | 2.45 |
| Draw Down(%) | NA | 4.47 | 4.71 | 10.00 | 10.20 | NA | NA | 10.20 | 4.47 | 1.95 | 3.66 | 9.44 | 1.64 | 10.20 | 1.45 | 1.77 | 1.40 | 5.01 | 2.08 | 1.14 | 4.72 | 1.66 | 1.76 | 4.39 | 2.24 | 8.60 | 1.35 | 1.06 | 1.84 | 4.54 | 4.43 | 3.37 | 3.07 | 2.32 | 3.99 | 1.32 | 1.16 | 2.43 | 1.21 | 6.44 | 1.90 | 2.17 | 0.33 |
| Yield(%) | 0.00 | 3.20 | 3.13 | 2.63 | 2.49 | 2.68 | 2.96 | 4.18 | 1.49 | 3.39 | 3.19 | 2.40 | 2.24 | 2.41 | 2.49 | 2.44 | 2.22 | 1.99 | 2.08 | 2.42 | 2.33 | 2.76 | 3.64 | 3.82 | 3.72 | 3.98 | 3.84 | 3.77 | 3.61 | 3.76 | 3.78 | 3.80 | 4.67 | 4.93 | 4.54 | 4.62 | 4.92 | 5.05 | 5.50 | 5.00 | 5.47 | 6.32 | 2.95 |
Data as of 07/25/2025, AR inception is 07/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIMX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS A) |
-1.56%
Oct 2020 - Oct 2023 |
0.31%
Oct 2017 - Oct 2022 |
1.19%
Oct 2012 - Oct 2022 |
2.45%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIMX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS A) |
8.39%
Nov 1994 - Nov 1997 |
7.66%
Nov 1991 - Nov 1996 |
6.31%
Aug 1991 - Aug 2001 |
5.45%
Aug 1991 - Aug 2006 |
Annualized Rolling Returns Comparison Chart