Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTMCX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS C) | 0.66% | 4.01% | 3.10% | 0.77% | 1.07% | 1.44% | 2.08% | … | … |
Data as of 06/09/2026, Common starting date is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTMCX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS C) | 09/29/1994 | 06/09/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.01 | 3.10 | 0.77 | 1.07 | 1.44 | 2.08 | … | … | 0.66 | 4.29 | 1.10 | 3.97 | -5.33 | -0.40 | 2.62 | 3.62 | 0.67 | 2.06 | -0.92 | 1.27 | 2.75 | -0.42 | 2.80 | 6.41 | 2.51 | 8.09 | 0.65 | 3.63 | 2.81 | 0.90 | 1.20 | 3.07 | 6.92 | 4.49 | 6.30 | -0.01 | 4.37 | 5.05 | 3.48 | 9.42 | -0.60 |
| Sharpe Ratio | NA | 0.84 | -0.05 | -0.77 | -0.25 | NA | NA | … | … | -0.54 | 0.45 | -1.26 | 0.15 | -3.04 | -0.49 | 0.55 | 2.19 | -0.79 | 1.04 | -0.68 | 1.07 | 2.44 | -0.27 | 2.28 | 4.30 | 1.44 | 3.59 | -0.10 | 0.31 | -0.42 | -0.97 | 0.11 | 1.12 | 2.72 | 1.13 | 1.31 | -2.07 | 0.53 | 0.81 | -0.08 | 1.21 | -2.28 |
| Standard Deviation(%) | NA | 1.53 | 2.44 | 2.24 | 2.23 | NA | NA | … | … | 1.76 | 3.15 | 1.99 | 2.12 | 2.23 | 0.86 | 4.27 | 0.98 | 0.90 | 1.35 | 1.66 | 1.16 | 1.12 | 1.70 | 1.21 | 1.48 | 1.68 | 2.23 | 3.06 | 1.56 | 1.44 | 1.40 | 2.01 | 2.10 | 2.12 | 1.82 | 1.58 | 1.64 | 1.70 | 1.69 | 2.17 | 4.49 | 2.71 |
| Draw Down(%) | NA | 1.96 | 3.01 | 8.44 | 8.44 | NA | NA | … | … | 1.96 | 3.01 | 1.53 | 3.03 | 7.74 | 1.13 | 6.73 | 1.04 | 1.17 | 1.63 | 3.62 | 1.54 | 0.96 | 3.20 | 1.02 | 1.34 | 2.43 | 2.22 | 5.08 | 0.93 | 0.89 | 1.15 | 3.36 | 2.74 | 2.22 | 2.13 | 1.19 | 1.65 | 1.03 | 0.90 | 1.65 | 2.94 | 2.41 |
| Yield(%) | 0.00 | 2.93 | 2.80 | 2.11 | 1.74 | 1.73 | 2.08 | … | … | 1.17 | 2.96 | 2.76 | 2.34 | 1.44 | 0.97 | 1.30 | 1.56 | 1.57 | 1.42 | 1.30 | 1.33 | 1.49 | 1.55 | 1.75 | 2.32 | 2.08 | 2.65 | 3.31 | 3.20 | 3.06 | 2.69 | 2.26 | 2.82 | 3.17 | 3.76 | 4.09 | 3.89 | 3.98 | 4.20 | 4.21 | 4.33 | 1.37 |
Data as of 06/09/2026, Common starting date is 09/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMCX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS C) |
-2.00%
Oct 2020 – Oct 2023 |
-0.37%
Oct 2017 – Oct 2022 |
0.32%
Oct 2012 – Oct 2022 |
1.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTMCX (THORNBURG LIMITED TERM MUNICIPAL FUND THORNBURG LIMITED TERM MUNICIPAL FUND – CLASS C) |
6.58%
May 2000 – May 2003 |
4.61%
May 1998 – May 2003 |
4.41%
Nov 1994 – Nov 2004 |
4.04%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart