Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THRLX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R6) | 0.54% | 4.61% | 5.45% | 2.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THRLX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R6) | 04/11/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.61 | 5.45 | 2.22 | NA | NA | NA | … | … | 0.54 | 7.11 | 4.80 | 6.57 | -6.98 | -0.72 | 7.74 | 5.74 | 1.38 | 0.98 |
| Sharpe Ratio | NA | 1.11 | 0.78 | -0.09 | NA | NA | NA | … | … | -0.49 | 1.56 | 0.37 | 0.70 | -2.18 | -0.44 | 2.79 | 2.29 | 0.00 | 0.51 |
| Standard Deviation(%) | NA | 2.40 | 3.11 | 3.28 | NA | NA | NA | … | … | 2.38 | 2.71 | 3.15 | 4.18 | 3.87 | 1.72 | 2.67 | 1.87 | 1.55 | 1.19 |
| Draw Down(%) | NA | 1.42 | 2.16 | 10.36 | NA | NA | NA | … | … | 1.42 | 1.68 | 1.69 | 2.59 | 9.52 | 1.57 | 4.92 | 0.88 | 1.03 | 0.47 |
| Yield(%) | 0.00 | 3.71 | 4.01 | 3.06 | 2.73 | 1.82 | 1.37 | … | … | 1.22 | 4.26 | 4.17 | 3.54 | 2.28 | 1.62 | 3.50 | 3.56 | 2.69 | 0.98 |
Data as of 06/04/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THRLX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R6) |
-1.80%
Oct 2020 – Oct 2023 |
0.90%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THRLX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R6) |
6.64%
Oct 2022 – Oct 2025 |
2.73%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart