Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSRSX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R6) | 3.16% | 5.19% | 4.95% | 3.33% | NA | NA | NA | 4.01% |
Data as of 07/29/2025, AR inception is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSRSX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R6) | 04/11/2017 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.19 | 4.95 | 3.33 | NA | NA | NA | 4.01 | 3.16 | 4.84 | 7.81 | -6.10 | 2.87 | 8.33 | 7.96 | 0.83 | 3.14 |
| Sharpe Ratio | NA | 0.60 | 0.49 | 0.39 | NA | NA | NA | 0.72 | 0.66 | 0.35 | 1.05 | -2.21 | 1.68 | 1.83 | 4.08 | -0.38 | 2.73 |
| Standard Deviation(%) | NA | 3.52 | 3.71 | 3.20 | NA | NA | NA | 3.01 | 3.54 | 3.47 | 3.99 | 3.42 | 1.69 | 4.39 | 1.59 | 1.46 | 1.33 |
| Draw Down(%) | NA | 2.23 | 4.19 | 9.08 | NA | NA | NA | 9.63 | 1.99 | 2.09 | 2.55 | 8.94 | 0.89 | 9.63 | 0.50 | 0.74 | 0.42 |
| Yield(%) | 0.00 | 4.55 | 4.52 | 4.16 | 3.26 | 2.17 | 1.63 | 4.07 | 1.81 | 5.17 | 4.70 | 3.53 | 4.18 | 3.92 | 4.03 | 3.43 | 1.59 |
Data as of 07/29/2025, AR inception is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRSX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R6) |
0.36%
Oct 2020 - Oct 2023 |
2.26%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRSX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND - CLASS R6) |
6.52%
Oct 2018 - Oct 2021 |
5.10%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart