Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSRIX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R4) | 0.17% | 4.08% | 5.08% | 2.33% | 3.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSRIX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R4) | 02/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.08 | 5.08 | 2.33 | 3.66 | NA | NA | … | … | 0.17 | 6.93 | 4.08 | 7.04 | -6.80 | 2.21 | 7.58 | 7.14 | 0.20 | 5.89 | 7.70 | -2.43 | 1.82 |
| Sharpe Ratio | NA | 0.84 | 0.62 | -0.05 | 0.73 | NA | NA | … | … | -0.65 | 1.30 | 0.13 | 0.88 | -2.44 | 1.47 | 1.69 | 3.78 | -0.88 | 3.54 | 3.45 | -1.16 | 1.01 |
| Standard Deviation(%) | NA | 2.74 | 3.40 | 3.27 | 2.85 | NA | NA | … | … | 2.92 | 3.14 | 3.47 | 3.89 | 3.39 | 1.49 | 4.33 | 1.50 | 1.34 | 1.48 | 2.17 | 2.13 | 1.96 |
| Draw Down(%) | NA | 2.14 | 2.64 | 9.69 | 9.69 | NA | NA | … | … | 2.14 | 2.09 | 2.21 | 2.64 | 9.45 | 0.89 | 9.64 | 0.59 | 0.84 | 0.69 | 2.09 | 4.51 | 3.71 |
| Yield(%) | 0.00 | 3.86 | 4.29 | 3.56 | 3.56 | 2.87 | 2.15 | … | … | 1.46 | 4.44 | 4.45 | 3.98 | 2.86 | 3.46 | 3.22 | 3.32 | 2.82 | 3.13 | 3.23 | 3.89 | 4.20 |
Data as of 06/04/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRIX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R4) |
-0.34%
Oct 2020 – Oct 2023 |
1.58%
Oct 2017 – Oct 2022 |
2.65%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRIX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R4) |
6.49%
Oct 2022 – Oct 2025 |
5.94%
Feb 2016 – Feb 2021 |
4.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart