Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND – CLAS) | 1.36% | 5.97% | 3.27% | 1.01% | 1.31% | 2.06% | 2.60% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND – CLAS) | 09/29/1997 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 5.97 | 3.27 | 1.01 | 1.31 | 2.06 | 2.60 | … | … | 1.36 | 3.83 | 1.05 | 4.77 | -5.64 | 0.34 | 3.00 | 4.56 | 0.09 | 2.67 | -0.51 | 2.19 | 5.81 | -1.88 | 4.91 | 9.70 | 1.76 | 8.10 | 0.80 | 3.36 | 3.44 | 1.68 | 2.02 | 3.08 | 6.62 | 5.26 | 8.32 | -0.73 | 4.72 | 1.45 |
| Sharpe Ratio | NA | 1.51 | 0.04 | -0.52 | -0.10 | NA | NA | … | … | 0.20 | 0.20 | -1.12 | 0.45 | -2.76 | 0.23 | 0.42 | 2.06 | -1.00 | 1.30 | -0.33 | 1.22 | 3.63 | -0.78 | 2.37 | 4.19 | 0.71 | 2.82 | -0.04 | 0.11 | 0.01 | -0.32 | 0.43 | 0.95 | 2.12 | 1.28 | 2.09 | -1.98 | 0.54 | 1.11 |
| Standard Deviation(%) | NA | 2.14 | 3.35 | 2.93 | 3.10 | NA | NA | … | … | 2.24 | 4.68 | 2.30 | 2.51 | 2.57 | 1.34 | 6.51 | 1.49 | 1.30 | 1.56 | 2.19 | 1.78 | 1.60 | 2.45 | 2.07 | 2.30 | 2.34 | 2.84 | 4.60 | 1.95 | 1.92 | 1.84 | 2.43 | 2.48 | 2.58 | 2.22 | 1.96 | 2.07 | 2.32 | 1.87 |
| Draw Down(%) | NA | 2.14 | 4.26 | 9.03 | 9.88 | NA | NA | … | … | 2.14 | 4.26 | 1.74 | 3.46 | 8.30 | 1.56 | 9.88 | 1.45 | 1.74 | 1.44 | 4.54 | 2.27 | 1.40 | 4.71 | 2.01 | 1.74 | 3.95 | 2.51 | 7.23 | 1.32 | 1.15 | 1.55 | 3.64 | 3.15 | 2.48 | 2.39 | 1.45 | 2.86 | 1.77 | 0.71 |
| Yield(%) | 0.00 | 2.90 | 2.85 | 2.33 | 2.21 | 2.40 | 2.73 | … | … | 1.02 | 3.07 | 2.84 | 2.49 | 1.98 | 1.79 | 1.96 | 2.31 | 2.31 | 2.50 | 2.24 | 2.15 | 2.25 | 2.47 | 2.73 | 3.29 | 3.22 | 3.17 | 3.63 | 3.69 | 3.69 | 3.39 | 3.01 | 3.65 | 4.10 | 4.63 | 5.28 | 4.55 | 3.92 | 0.33 |
Data as of 06/03/2026, Common starting date is 09/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND – CLAS) |
-1.65%
Oct 2020 – Oct 2023 |
-0.08%
Oct 2017 – Oct 2022 |
0.78%
Oct 2012 – Oct 2022 |
1.78%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND – CLAS) |
7.17%
May 2000 – May 2003 |
5.43%
Feb 2008 – Feb 2013 |
4.36%
Sep 1999 – Sep 2009 |
4.30%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison Chart