Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLMAX (THORNBURG LOW DURATION MUNICIPAL FUND THORNBURG LOW DURATION MUNICIPAL FUND CLASS A) | 0.76% | 2.89% | 3.16% | 1.49% | 1.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLMAX (THORNBURG LOW DURATION MUNICIPAL FUND THORNBURG LOW DURATION MUNICIPAL FUND CLASS A) | 12/31/2013 | 06/05/2026 |
| 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 (%) | 0.08 | 2.89 | 3.16 | 1.49 | 1.17 | NA | NA | … | … | 0.76 | 3.53 | 2.55 | 3.46 | -2.35 | -0.26 | 0.89 | 1.92 | 0.85 | 0.88 | 0.01 | 0.14 | 0.29 | 0.00 |
| Sharpe Ratio | NA | 0.44 | 0.02 | -0.79 | -0.43 | NA | NA | … | … | -0.71 | 0.41 | -0.83 | -0.14 | -2.91 | -0.58 | 0.40 | 0.76 | -1.14 | 0.34 | -0.36 | 0.20 | 0.55 | NA |
| Standard Deviation(%) | NA | 1.15 | 1.41 | 1.31 | 1.12 | NA | NA | … | … | 1.19 | 1.60 | 1.29 | 1.39 | 1.30 | 0.49 | 1.59 | 0.59 | 0.47 | 0.65 | 0.58 | 0.54 | 0.50 | 0.00 |
| Draw Down(%) | NA | 0.92 | 1.26 | 4.15 | 4.16 | NA | NA | … | … | 0.92 | 1.26 | 0.59 | 1.05 | 3.77 | 0.45 | 2.57 | 0.24 | 0.17 | 0.52 | 0.81 | 0.53 | 0.24 | 0.00 |
| Yield(%) | 0.00 | 2.77 | 2.95 | 2.12 | 1.48 | 1.02 | 0.76 | … | … | 1.01 | 3.05 | 3.08 | 2.66 | 1.06 | 0.23 | 0.88 | 1.26 | 1.01 | 0.80 | 0.25 | 0.14 | 0.13 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TLMAX (THORNBURG LOW DURATION MUNICIPAL FUND THORNBURG LOW DURATION MUNICIPAL FUND CLASS A) |
-0.93%
Oct 2019 – Oct 2022 |
-0.13%
Sep 2017 – Sep 2022 |
0.56%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLMAX (THORNBURG LOW DURATION MUNICIPAL FUND THORNBURG LOW DURATION MUNICIPAL FUND CLASS A) |
3.52%
Feb 2023 – Feb 2026 |
1.60%
Feb 2021 – Feb 2026 |
1.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart