Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THIRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R3) | 0.02% | 3.96% | 4.75% | 1.62% | 2.14% | 2.40% | 3.30% | … | … |
Data as of 06/05/2026, Common starting date is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THIRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R3) | 07/17/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 3.96 | 4.75 | 1.62 | 2.14 | 2.40 | 3.30 | … | … | 0.02 | 6.58 | 4.13 | 6.06 | -7.51 | -1.29 | 5.86 | 5.15 | 0.83 | 2.15 | 3.01 | 0.35 | 3.36 | -0.27 | 7.42 | 5.06 | 6.03 | 15.53 | -3.46 | 5.95 | 3.56 | 1.29 | 2.24 | -0.27 |
| Sharpe Ratio | NA | 0.88 | 0.60 | -0.26 | 0.21 | NA | NA | … | … | -0.75 | 1.36 | 0.17 | 0.58 | -2.32 | -0.79 | 1.91 | 2.06 | -0.36 | 1.06 | 1.71 | 0.16 | 1.99 | -0.14 | 3.90 | 1.77 | 1.81 | 3.33 | -0.92 | 1.02 | 0.06 | -0.44 | 0.37 | -0.27 |
| Standard Deviation(%) | NA | 2.29 | 3.06 | 3.25 | 2.68 | NA | NA | … | … | 2.27 | 2.72 | 3.04 | 4.16 | 3.87 | 1.67 | 2.93 | 1.79 | 1.55 | 1.41 | 1.63 | 2.02 | 1.68 | 2.16 | 1.90 | 2.84 | 3.28 | 4.64 | 4.81 | 2.77 | 2.23 | 2.18 | 3.44 | 4.54 |
| Draw Down(%) | NA | 1.50 | 2.27 | 10.94 | 11.59 | NA | NA | … | … | 1.50 | 1.75 | 1.70 | 2.76 | 9.90 | 1.67 | 4.92 | 0.88 | 1.14 | 0.58 | 1.41 | 1.39 | 1.02 | 3.63 | 0.74 | 1.74 | 2.88 | 2.53 | 8.25 | 1.53 | 0.89 | 1.58 | 3.81 | 2.47 |
| Yield(%) | 0.00 | 3.23 | 3.45 | 2.56 | 2.32 | 2.50 | 3.10 | … | … | 1.08 | 3.68 | 3.60 | 2.97 | 1.77 | 1.06 | 1.67 | 2.99 | 2.15 | 1.77 | 1.79 | 1.85 | 2.59 | 3.02 | 3.40 | 4.24 | 3.88 | 4.34 | 4.51 | 4.11 | 4.11 | 3.78 | 3.07 | 0.35 |
Data as of 06/05/2026, Common starting date is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R3) |
-2.72%
Oct 2020 – Oct 2023 |
0.10%
Oct 2017 – Oct 2022 |
0.96%
Oct 2012 – Oct 2022 |
2.43%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R3) |
9.76%
Oct 2008 – Oct 2011 |
7.31%
Oct 2008 – Oct 2013 |
4.61%
Jun 2004 – Jun 2014 |
4.03%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart