Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) | -0.99% | -0.44% | 1.57% | NA | NA | NA | NA | 0.10% |
Data as of 07/25/2025, AR inception is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) | 10/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | -0.44 | 1.57 | NA | NA | NA | NA | 0.10 | -0.99 | 1.48 | 5.07 | -6.74 | 0.62 | 1.37 |
| Sharpe Ratio | NA | -0.70 | -0.50 | NA | NA | NA | NA | -0.66 | -0.77 | -0.80 | 0.52 | -2.88 | 0.42 | 4.93 |
| Standard Deviation(%) | NA | 5.17 | 3.64 | NA | NA | NA | NA | 3.13 | 6.30 | 2.67 | 2.72 | 2.85 | 1.40 | 1.15 |
| Draw Down(%) | NA | 4.42 | 4.84 | NA | NA | NA | NA | 10.44 | 4.42 | 1.98 | 3.84 | 9.75 | 1.64 | 0.42 |
| Yield(%) | 0.00 | 2.60 | 2.68 | 2.14 | 1.07 | 0.71 | 0.54 | 2.68 | 1.07 | 3.03 | 2.82 | 2.05 | 1.85 | 0.46 |
Data as of 07/25/2025, AR inception is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) |
-0.91%
May 2021 - May 2024 |
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 |
|---|---|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) |
2.28%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart