Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTUIX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS I) | 0.18% | 4.69% | 4.02% | 0.99% | 1.33% | 1.39% | 2.40% | … | … |
Data as of 06/09/2026, Common starting date is 07/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTUIX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS I) | 07/30/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.69 | 4.02 | 0.99 | 1.33 | 1.39 | 2.40 | … | … | 0.18 | 6.82 | 2.66 | 4.26 | -7.76 | -1.57 | 4.07 | 3.91 | 1.27 | 0.94 | 1.32 | 0.59 | 2.65 | -1.54 | 2.35 | 4.15 | 3.77 | 3.58 | 7.08 | 7.09 | 3.66 | 1.39 | 1.32 | 2.57 | 10.74 | 7.52 | 10.15 | 0.54 | 7.30 | 6.97 | 4.21 |
| Sharpe Ratio | NA | 0.55 | 0.20 | -0.38 | -0.10 | NA | NA | … | … | -0.67 | 1.18 | -0.27 | 0.12 | -1.82 | -0.84 | 2.06 | 1.29 | -0.07 | 0.19 | 0.69 | 0.30 | 1.49 | -0.84 | 1.56 | 1.98 | 1.50 | 0.99 | 1.32 | 1.35 | 0.13 | -0.47 | 0.11 | 0.47 | 2.76 | 1.27 | 1.71 | -0.76 | 1.30 | 1.07 | 1.86 |
| Standard Deviation(%) | NA | 2.94 | 3.71 | 4.03 | 3.10 | NA | NA | … | … | 3.09 | 3.34 | 3.64 | 5.02 | 5.07 | 1.89 | 1.84 | 1.88 | 1.67 | 1.47 | 1.60 | 1.87 | 1.77 | 1.88 | 1.48 | 2.08 | 2.45 | 3.54 | 4.61 | 2.94 | 1.87 | 1.86 | 3.02 | 3.92 | 3.47 | 4.05 | 3.47 | 3.71 | 2.95 | 3.05 | 3.54 |
| Draw Down(%) | NA | 2.33 | 3.41 | 11.30 | 11.72 | NA | NA | … | … | 2.33 | 1.89 | 2.67 | 4.35 | 10.21 | 2.04 | 2.03 | 0.91 | 1.21 | 0.90 | 1.94 | 1.21 | 0.68 | 2.75 | 0.80 | 0.87 | 2.23 | 1.75 | 2.81 | 1.33 | 0.71 | 1.40 | 3.47 | 4.21 | 2.26 | 3.57 | 1.85 | 2.06 | 1.59 | 1.38 | 1.16 |
| Yield(%) | 0.00 | 2.99 | 2.97 | 2.32 | 2.07 | 2.10 | 2.64 | … | … | 1.16 | 3.10 | 2.96 | 2.62 | 1.86 | 1.43 | 1.69 | 2.08 | 2.17 | 1.78 | 1.87 | 1.80 | 2.47 | 2.18 | 2.91 | 3.15 | 3.24 | 3.57 | 3.43 | 3.66 | 3.27 | 2.92 | 2.69 | 3.55 | 4.84 | 5.56 | 6.18 | 5.55 | 5.89 | 6.34 | 3.34 |
Data as of 06/09/2026, Common starting date is 07/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUIX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS I) |
-3.30%
Oct 2020 – Oct 2023 |
-0.46%
Oct 2017 – Oct 2022 |
0.18%
Oct 2012 – Oct 2022 |
1.23%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTUIX (THORNBURG LIMITED TERM U.S. GOVERNMENT FUND THORNBURG LIMITED TERM U.S. GOVERNMENT FUND – CLASS I) |
10.15%
May 2000 – May 2003 |
7.42%
Sep 1997 – Sep 2002 |
5.64%
Jan 2000 – Jan 2010 |
5.35%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart