Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) | 10.62% | 13.71% | 11.91% | 10.77% | NA | NA | NA | 12.27% |
Data as of 07/25/2025, AR inception is 03/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) | 03/13/2019 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 13.71 | 11.91 | 10.77 | NA | NA | NA | 12.27 | 10.62 | 11.42 | 12.88 | -9.79 | 14.63 | 27.79 | 8.90 |
| Sharpe Ratio | NA | 0.66 | 0.89 | 0.84 | NA | NA | NA | 0.84 | 1.03 | 1.13 | 1.26 | -0.83 | 1.53 | 1.55 | 2.13 |
| Standard Deviation(%) | NA | 10.51 | 9.60 | 10.10 | NA | NA | NA | 11.16 | 12.48 | 6.92 | 7.36 | 13.54 | 9.57 | 17.70 | 4.57 |
| Draw Down(%) | NA | 10.37 | 10.79 | 17.01 | NA | NA | NA | 17.86 | 10.37 | 3.92 | 6.57 | 16.64 | 4.57 | 17.86 | 2.76 |
| Yield(%) | 0.00 | 3.73 | 3.37 | 7.22 | 4.48 | 2.99 | 2.24 | 7.47 | 0.33 | 5.19 | 2.73 | 2.29 | 18.55 | 6.14 | 1.90 |
Data as of 07/25/2025, AR inception is 03/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) |
3.31%
Apr 2021 - Apr 2024 |
10.20%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) |
15.04%
Mar 2020 - Mar 2023 |
13.02%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart