Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THLSX (Thornburg Long/Short Equity Fund Cl I) | NA | -4.33% | -1.58% | NA | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THLSX (Thornburg Long/Short Equity Fund Cl I) | 01/03/2017 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.33 | -1.58 | NA | NA | NA | NA | … | … | -4.33 | -8.15 | 6.31 | -6.38 | 16.28 |
| Sharpe Ratio | NA | -0.52 | -0.20 | NA | NA | NA | NA | … | … | -0.52 | -0.57 | 0.58 | -0.79 | 2.32 |
| Standard Deviation(%) | NA | 8.35 | 10.79 | NA | NA | NA | NA | … | … | 8.35 | 14.75 | 8.46 | 9.79 | 6.80 |
| Draw Down(%) | NA | 7.66 | 17.27 | NA | NA | NA | NA | … | … | 7.66 | 14.64 | 9.06 | 11.94 | 3.90 |
| Yield(%) | 0.00 | 0.00 | 0.66 | 2.03 | 1.01 | 0.68 | 0.51 | … | … | 0.00 | 0.00 | 1.96 | 4.15 | 3.42 |
Data as of 12/31/2021, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLSX (Thornburg Long/Short Equity Fund Cl I) |
-5.37%
Jan 2018 – Jan 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THLSX (Thornburg Long/Short Equity Fund Cl I) |
4.63%
Feb 2017 – Feb 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart