Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) | 1.33% | 5.74% | 3.60% | 0.96% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMQX (Thornburg Intermediate Municipal Fund Class C2) | 10/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 5.74 | 3.60 | 0.96 | NA | NA | NA | … | … | 1.33 | 4.24 | 1.48 | 5.07 | -6.74 | 0.62 | 1.37 |
| Sharpe Ratio | NA | 1.47 | 0.10 | -0.49 | NA | NA | NA | … | … | 0.28 | 0.28 | -0.80 | 0.52 | -2.88 | 0.42 | 4.93 |
| Standard Deviation(%) | NA | 2.10 | 3.56 | 3.16 | NA | NA | NA | … | … | 2.24 | 4.90 | 2.67 | 2.72 | 2.85 | 1.40 | 1.15 |
| Draw Down(%) | NA | 2.38 | 4.42 | 10.44 | NA | NA | NA | … | … | 2.38 | 4.42 | 1.98 | 3.84 | 9.75 | 1.64 | 0.42 |
| Yield(%) | 0.00 | 3.11 | 3.07 | 2.48 | 1.38 | 0.92 | 0.69 | … | … | 1.09 | 3.31 | 3.03 | 2.82 | 2.05 | 1.85 | 0.46 |
Data as of 06/05/2026, Common starting date 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 |
0.84%
Dec 2020 – Dec 2025 |
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) |
4.56%
Oct 2022 – Oct 2025 |
1.36%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart