Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSICX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS C) | 3.47% | 3.77% | 3.98% | 2.17% | 2.92% | 3.90% | NA | 3.52% |
Data as of 08/01/2025, AR inception is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSICX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS C) | 12/28/2007 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 3.77 | 3.98 | 2.17 | 2.92 | 3.90 | NA | 3.52 | 3.47 | 3.23 | 6.48 | -7.15 | 1.40 | 7.08 | 6.67 | -0.42 | 5.31 | 7.12 | -2.96 | 2.67 | 5.31 | 11.87 | 3.82 | 10.99 | 26.57 | -23.91 | 0.25 |
| Sharpe Ratio | NA | 0.18 | 0.17 | 0.02 | 0.53 | NA | NA | 0.74 | 0.85 | -1.00 | 0.58 | -2.54 | 0.95 | 1.61 | 4.13 | -1.37 | 3.19 | 3.28 | -1.44 | 1.32 | 2.00 | 4.86 | 1.09 | 3.26 | 5.89 | -3.30 | NA |
| Standard Deviation(%) | NA | 3.39 | 3.64 | 3.10 | 2.78 | NA | NA | 3.39 | 3.54 | 3.37 | 3.87 | 3.38 | 1.45 | 4.24 | 1.27 | 1.26 | 1.47 | 2.11 | 2.07 | 2.02 | 2.65 | 2.45 | 3.48 | 3.35 | 4.50 | 7.51 | 0.00 |
| Draw Down(%) | NA | 2.54 | 4.39 | 10.31 | 10.31 | NA | NA | 28.27 | 2.00 | 2.30 | 2.71 | 9.70 | 1.13 | 9.64 | 0.50 | 1.07 | 0.69 | 2.13 | 4.76 | 3.77 | 3.76 | 1.75 | 5.20 | 3.29 | 4.30 | 28.27 | 0.00 |
| Yield(%) | 0.00 | 3.60 | 3.49 | 3.06 | 2.90 | 4.07 | 3.13 | 3.68 | 1.84 | 3.99 | 3.54 | 2.43 | 2.75 | 2.75 | 2.78 | 2.22 | 2.57 | 2.67 | 3.36 | 4.72 | 6.91 | 6.60 | 8.18 | 7.24 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSICX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS C) |
-0.92%
Oct 2020 - Oct 2023 |
1.03%
Oct 2017 - Oct 2022 |
2.02%
Oct 2013 - Oct 2023 |
3.12%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSICX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS C) |
14.99%
Feb 2009 - Feb 2012 |
12.12%
Nov 2008 - Nov 2013 |
7.10%
Nov 2008 - Nov 2018 |
5.46%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart