Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TNYIX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND) | 1.46% | 6.26% | 3.57% | 1.29% | 1.61% | 2.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNYIX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND) | 02/02/2010 | 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.26 | 3.57 | 1.29 | 1.61 | 2.37 | NA | … | … | 1.46 | 4.17 | 1.36 | 5.10 | -5.34 | 0.65 | 3.33 | 4.91 | 0.41 | 2.99 | -0.43 | 2.49 | 6.15 | -1.57 | 5.25 | 10.05 | 1.22 |
| Sharpe Ratio | NA | 1.64 | 0.13 | -0.42 | -0.01 | NA | NA | … | … | 0.30 | 0.28 | -0.97 | 0.57 | -2.62 | 0.45 | 0.47 | 2.27 | -0.73 | 1.38 | -0.30 | 1.36 | 3.74 | -0.64 | 2.51 | 4.33 | 0.54 |
| Standard Deviation(%) | NA | 2.16 | 3.34 | 2.94 | 3.13 | NA | NA | … | … | 2.23 | 4.66 | 2.33 | 2.53 | 2.59 | 1.38 | 6.57 | 1.51 | 1.33 | 1.70 | 2.18 | 1.81 | 1.64 | 2.50 | 2.09 | 2.31 | 2.32 |
| Draw Down(%) | NA | 2.14 | 4.31 | 8.61 | 9.88 | NA | NA | … | … | 2.14 | 4.31 | 1.74 | 3.31 | 8.00 | 1.60 | 9.88 | 1.45 | 1.58 | 1.39 | 4.65 | 2.17 | 1.37 | 4.68 | 1.99 | 1.64 | 3.88 |
| Yield(%) | 0.00 | 3.18 | 3.15 | 2.61 | 2.48 | 2.70 | 2.26 | … | … | 1.12 | 3.38 | 3.14 | 2.80 | 2.28 | 2.09 | 2.28 | 2.65 | 2.63 | 2.81 | 2.33 | 2.45 | 2.58 | 2.78 | 3.06 | 3.62 | 2.38 |
Data as of 06/05/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNYIX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND) |
-1.34%
Oct 2020 – Oct 2023 |
0.24%
Oct 2017 – Oct 2022 |
1.08%
Oct 2012 – Oct 2022 |
2.09%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNYIX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND) |
5.72%
Apr 2010 – Apr 2013 |
4.74%
Jan 2011 – Jan 2016 |
3.41%
Jan 2011 – Jan 2021 |
2.68%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart