Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) | 9.49% | 24.27% | 15.92% | 9.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSUMX (Thornburg Summit Fund Class I) | 03/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 24.27 | 15.92 | 9.02 | NA | NA | NA | … | … | 9.49 | 20.51 | 11.42 | 12.88 | -9.79 | 14.63 | 27.79 | 8.90 |
| Sharpe Ratio | NA | 2.80 | 1.48 | 0.68 | NA | NA | NA | … | … | 2.19 | 1.71 | 1.13 | 1.27 | -0.83 | 1.53 | 1.55 | 2.13 |
| Standard Deviation(%) | NA | 7.95 | 8.56 | 9.53 | NA | NA | NA | … | … | 9.15 | 10.36 | 6.92 | 7.35 | 13.54 | 9.57 | 17.70 | 4.57 |
| Draw Down(%) | NA | 7.03 | 10.37 | 17.01 | NA | NA | NA | … | … | 7.03 | 10.37 | 3.92 | 6.57 | 16.64 | 4.57 | 17.86 | 2.76 |
| Yield(%) | 0.00 | 6.33 | 5.06 | 6.03 | 5.34 | 3.56 | 2.67 | … | … | 0.00 | 7.02 | 5.18 | 2.72 | 2.29 | 18.55 | 6.14 | 1.90 |
Data as of 06/04/2026, Common starting date 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 |
8.44%
Mar 2021 – Mar 2026 |
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) |
16.37%
Feb 2023 – Feb 2026 |
13.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart