Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R3) | 3.25% | 3.77% | 4.31% | 2.54% | 3.38% | NA | NA | 3.75% |
Data as of 08/01/2025, AR inception is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R3) | 05/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 3.77 | 4.31 | 2.54 | 3.38 | NA | NA | 3.75 | 3.25 | 4.08 | 7.04 | -6.80 | 1.88 | 7.58 | 7.22 | 0.18 | 5.94 | 7.49 | -2.42 | 3.16 | 5.88 | 5.31 |
| Sharpe Ratio | NA | 0.18 | 0.26 | 0.14 | 0.67 | NA | NA | 0.95 | 0.75 | -0.74 | 0.73 | -2.40 | 1.16 | 1.68 | 3.75 | -0.84 | 3.80 | 3.21 | -1.19 | 1.46 | 2.19 | 3.49 |
| Standard Deviation(%) | NA | 3.41 | 3.63 | 3.13 | 2.84 | NA | NA | 2.72 | 3.52 | 3.40 | 3.85 | 3.42 | 1.60 | 4.35 | 1.55 | 1.35 | 1.40 | 2.27 | 2.07 | 2.15 | 2.67 | 2.34 |
| Draw Down(%) | NA | 2.41 | 4.31 | 9.92 | 9.92 | NA | NA | 9.92 | 2.00 | 2.21 | 2.64 | 9.46 | 1.13 | 9.56 | 0.50 | 0.90 | 0.69 | 2.18 | 4.43 | 3.63 | 3.71 | 2.16 |
| Yield(%) | 0.00 | 3.59 | 3.78 | 3.40 | 3.34 | 3.41 | 2.56 | 3.93 | 1.64 | 4.45 | 3.98 | 2.85 | 3.22 | 3.22 | 3.32 | 2.80 | 3.18 | 3.02 | 3.90 | 5.29 | 7.45 | 3.98 |
Data as of 08/01/2025, AR inception is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R3) |
-0.46%
Oct 2020 - Oct 2023 |
1.52%
Oct 2017 - Oct 2022 |
2.52%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R3) |
5.73%
Oct 2018 - Oct 2021 |
5.90%
Feb 2016 - Feb 2021 |
3.53%
Jun 2012 - Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart