Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLDIX (THORNBURG LOW DURATION INCOME FUND THORNBURG LOW DURATION INCOME FUND CLASS I) | 1.06% | 3.81% | 5.10% | 3.55% | 2.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLDIX (THORNBURG LOW DURATION INCOME FUND THORNBURG LOW DURATION INCOME FUND CLASS I) | 12/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 3.81 | 5.10 | 3.55 | 2.85 | NA | NA | … | … | 1.06 | 4.84 | 5.81 | 5.81 | 0.24 | 0.32 | 3.26 | 3.87 | 1.72 | 1.39 | 1.90 | 0.50 | 1.22 | 0.00 |
| Sharpe Ratio | NA | 1.20 | 1.31 | 0.76 | 1.00 | NA | NA | … | … | 0.10 | 1.34 | 1.32 | 1.39 | -1.19 | 0.53 | 1.81 | 2.02 | 0.36 | 0.94 | 1.76 | 0.46 | 1.35 | NA |
| Standard Deviation(%) | NA | 1.32 | 1.52 | 1.34 | 1.23 | NA | NA | … | … | 0.96 | 1.46 | 1.66 | 1.56 | 1.00 | 0.57 | 1.65 | 1.19 | 0.94 | 0.78 | 0.96 | 1.02 | 0.89 | 0.00 |
| Draw Down(%) | NA | 0.33 | 0.33 | 1.38 | 3.43 | NA | NA | … | … | 0.33 | 0.25 | 0.16 | 0.16 | 1.33 | 0.18 | 3.43 | 0.40 | 0.26 | 0.16 | 0.61 | 0.50 | 0.56 | 0.00 |
| Yield(%) | 0.00 | 4.06 | 4.98 | 3.91 | 3.00 | 2.17 | 1.62 | … | … | 1.30 | 4.88 | 5.64 | 4.99 | 2.32 | 1.52 | 2.33 | 2.86 | 2.18 | 1.62 | 1.24 | 0.91 | 0.81 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLDIX (THORNBURG LOW DURATION INCOME FUND THORNBURG LOW DURATION INCOME FUND CLASS I) |
1.04%
Oct 2019 – Oct 2022 |
1.33%
Jan 2014 – Jan 2019 |
2.01%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLDIX (THORNBURG LOW DURATION INCOME FUND THORNBURG LOW DURATION INCOME FUND CLASS I) |
5.54%
Oct 2022 – Oct 2025 |
3.63%
Mar 2020 – Mar 2025 |
2.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart