Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THMCX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS C) | -1.00% | -0.45% | 1.56% | 0.09% | 1.24% | 1.97% | 2.39% | 3.29% |
Data as of 07/25/2025, AR inception is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMCX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS C) | 09/29/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | -0.45 | 1.56 | 0.09 | 1.24 | 1.97 | 2.39 | 3.29 | -1.00 | 1.48 | 5.06 | -6.75 | 0.62 | 3.43 | 5.26 | 0.33 | 3.27 | -0.81 | 1.77 | 6.20 | -1.52 | 5.58 | 9.17 | 1.98 | 12.69 | -4.26 | 2.57 | 3.44 | 2.21 | 2.79 | 3.80 | 7.52 | 4.39 | 6.54 | -2.45 | 5.06 | 6.78 | 4.05 | 12.63 | -0.48 |
| Sharpe Ratio | NA | -0.69 | -0.49 | -0.65 | -0.06 | NA | NA | 0.42 | -0.76 | -1.93 | 0.30 | -2.94 | 0.44 | 0.49 | 2.55 | -0.72 | 1.41 | -0.46 | 1.12 | 4.18 | -0.67 | 3.01 | 4.20 | 0.80 | 4.19 | -1.13 | -0.22 | 0.10 | 0.02 | 0.63 | 1.03 | 2.30 | 0.93 | 1.24 | -2.72 | 0.80 | 0.26 | 0.19 | 2.73 | -1.33 |
| Standard Deviation(%) | NA | 5.23 | 3.66 | 3.08 | 3.20 | NA | NA | 3.57 | 6.39 | 2.65 | 2.73 | 2.77 | 1.36 | 6.51 | 1.51 | 1.36 | 1.87 | 2.21 | 1.55 | 1.48 | 2.33 | 1.85 | 2.18 | 2.37 | 3.01 | 4.58 | 1.94 | 1.77 | 1.91 | 2.94 | 3.02 | 2.79 | 2.26 | 1.97 | 2.08 | 2.18 | 12.54 | 2.94 | 3.21 | 4.13 |
| Draw Down(%) | NA | 4.50 | 4.84 | 10.45 | 10.45 | NA | NA | 10.45 | 4.50 | 1.98 | 3.91 | 9.76 | 1.64 | 10.19 | 1.45 | 1.78 | 1.52 | 5.14 | 2.19 | 1.17 | 4.75 | 1.66 | 1.76 | 4.45 | 2.34 | 8.76 | 1.29 | 1.06 | 1.85 | 4.58 | 4.47 | 3.36 | 3.03 | 2.43 | 4.24 | 1.32 | 8.27 | 2.49 | 1.21 | 3.73 |
| Yield(%) | 0.00 | 2.60 | 2.68 | 2.24 | 2.11 | 2.31 | 2.59 | 3.37 | 1.07 | 3.03 | 2.82 | 2.05 | 1.85 | 2.05 | 2.13 | 2.08 | 1.88 | 1.67 | 1.75 | 2.08 | 2.00 | 2.43 | 3.33 | 3.07 | 3.47 | 3.69 | 3.58 | 3.52 | 3.44 | 3.40 | 3.59 | 3.64 | 4.25 | 4.48 | 4.12 | 4.22 | 4.52 | 4.67 | 4.88 | 1.56 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| THMCX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS C) |
-1.92%
Oct 2020 - Oct 2023 |
-0.04%
Oct 2017 - Oct 2022 |
0.84%
Oct 2012 - Oct 2022 |
2.08%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMCX (THORNBURG INTERMEDIATE MUNICIPAL FUND THORNBURG INTERMEDIATE MUNICIPAL FUND - CLASS C) |
7.85%
Dec 2008 - Dec 2011 |
5.57%
Oct 2008 - Oct 2013 |
5.09%
Nov 1994 - Nov 2004 |
4.50%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart