Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THNIX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) | 1.17% | 5.26% | 3.27% | 0.93% | 1.55% | 2.16% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THNIX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) | 02/05/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 5.26 | 3.27 | 0.93 | 1.55 | 2.16 | NA | … | … | 1.17 | 4.32 | 1.05 | 4.20 | -5.90 | 0.35 | 3.79 | 4.80 | 1.70 | 2.35 | -0.02 | 2.48 | 5.92 | -1.30 | 3.66 | 8.18 | 1.98 | 8.97 | 0.80 | 3.39 |
| Sharpe Ratio | NA | 1.31 | 0.06 | -0.58 | -0.03 | NA | NA | … | … | -0.10 | 0.36 | -1.22 | 0.20 | -2.68 | 0.26 | 0.63 | 2.37 | 0.23 | 1.01 | -0.12 | 1.54 | 3.60 | -0.51 | 1.92 | 4.08 | 0.88 | 2.86 | -0.04 | 0.34 |
| Standard Deviation(%) | NA | 1.94 | 3.01 | 2.76 | 2.82 | NA | NA | … | … | 2.21 | 4.01 | 2.10 | 2.71 | 2.75 | 1.27 | 5.59 | 1.41 | 1.36 | 1.69 | 1.98 | 1.59 | 1.64 | 2.61 | 1.89 | 2.00 | 2.13 | 3.10 | 4.43 | 1.98 |
| Draw Down(%) | NA | 2.07 | 3.45 | 9.40 | 9.40 | NA | NA | … | … | 2.07 | 3.45 | 1.52 | 3.98 | 8.93 | 1.47 | 8.58 | 1.19 | 1.10 | 1.58 | 3.84 | 1.51 | 1.12 | 4.78 | 1.86 | 1.40 | 3.51 | 2.58 | 7.80 | 1.41 |
| Yield(%) | 0.00 | 3.05 | 2.97 | 2.35 | 2.35 | 2.62 | 2.79 | … | … | 1.09 | 3.25 | 2.94 | 2.49 | 1.73 | 1.75 | 2.02 | 2.61 | 2.79 | 2.71 | 2.52 | 2.66 | 3.22 | 3.11 | 3.18 | 3.73 | 3.49 | 3.40 | 3.89 | 2.95 |
Data as of 06/04/2026, Common starting date is 02/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNIX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) |
-1.95%
Oct 2020 – Oct 2023 |
0.20%
Jul 2020 – Jul 2025 |
1.06%
Oct 2012 – Oct 2022 |
1.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNIX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) |
6.44%
Oct 2008 – Oct 2011 |
5.12%
Feb 2008 – Feb 2013 |
3.57%
May 2007 – May 2017 |
2.74%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart