Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THRRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R5) | 0.43% | 4.53% | 5.34% | 2.15% | 2.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THRRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R5) | 05/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.53 | 5.34 | 2.15 | 2.59 | NA | NA | … | … | 0.43 | 7.11 | 4.65 | 6.59 | -7.06 | -0.80 | 6.40 | 5.67 | 0.94 | 2.57 | 3.10 | 0.72 | 3.75 | 0.13 | 3.79 |
| Sharpe Ratio | NA | 1.07 | 0.76 | -0.10 | 0.37 | NA | NA | … | … | -0.53 | 1.52 | 0.33 | 0.70 | -2.20 | -0.48 | 2.09 | 2.27 | -0.28 | 1.34 | 1.71 | 0.33 | 2.12 | 0.04 | 3.24 |
| Standard Deviation(%) | NA | 2.38 | 3.12 | 3.28 | 2.71 | NA | NA | … | … | 2.38 | 2.79 | 3.10 | 4.20 | 3.87 | 1.72 | 2.94 | 1.85 | 1.56 | 1.43 | 1.69 | 2.07 | 1.76 | 2.21 | 1.78 |
| Draw Down(%) | NA | 1.50 | 2.14 | 10.44 | 10.75 | NA | NA | … | … | 1.50 | 1.76 | 1.64 | 2.56 | 9.58 | 1.59 | 4.93 | 0.88 | 1.11 | 0.56 | 1.46 | 1.21 | 0.94 | 3.58 | 0.52 |
| Yield(%) | 0.00 | 3.63 | 3.93 | 3.00 | 2.72 | 2.57 | 1.93 | … | … | 1.19 | 4.18 | 4.10 | 3.47 | 2.23 | 1.55 | 2.19 | 3.49 | 2.26 | 2.10 | 1.96 | 2.22 | 2.98 | 3.34 | 1.99 |
Data as of 06/04/2026, Common starting date is 05/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THRRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R5) |
-2.24%
Oct 2020 – Oct 2023 |
0.51%
Oct 2017 – Oct 2022 |
1.33%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THRRX (THORNBURG LIMITED TERM INCOME FUND THORNBURG LIMITED TERM INCOME FUND – CLASS R5) |
6.57%
Oct 2022 – Oct 2025 |
3.72%
Dec 2015 – Dec 2020 |
2.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart