Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R3) | 8.35% | 21.25% | 13.10% | 0.53% | 8.49% | 9.35% | 6.92% | … | … |
Data as of 06/05/2026, Common starting date is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R3) | 07/17/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 21.25 | 13.10 | 0.53 | 8.49 | 9.35 | 6.92 | … | … | 8.35 | 6.37 | 19.61 | 19.54 | -34.21 | -5.19 | 41.44 | 28.71 | -2.72 | 23.79 | -2.46 | 2.68 | 0.00 | 42.45 | 21.36 | 1.28 | 10.08 | 45.39 | -51.00 | 11.29 | 17.98 | 22.20 | 15.03 | 11.81 |
| Sharpe Ratio | NA | 0.94 | 0.45 | -0.07 | 0.29 | NA | NA | … | … | 0.87 | 0.18 | 0.84 | 0.83 | -0.95 | -0.21 | 1.24 | 1.83 | -0.21 | 2.53 | -0.14 | 0.17 | 0.00 | 3.25 | 1.31 | 0.04 | 0.56 | 1.66 | -1.26 | 0.48 | 1.10 | 1.80 | 0.85 | 1.64 |
| Standard Deviation(%) | NA | 19.81 | 21.69 | 25.58 | 23.61 | NA | NA | … | … | 20.86 | 26.46 | 18.95 | 19.22 | 37.68 | 25.35 | 33.07 | 14.92 | 19.60 | 9.18 | 18.92 | 15.97 | 15.63 | 13.06 | 16.44 | 28.86 | 17.99 | 27.26 | 41.11 | 16.95 | 13.27 | 11.08 | 16.51 | 16.32 |
| Draw Down(%) | NA | 15.54 | 30.28 | 47.22 | 48.93 | NA | NA | … | … | 15.29 | 29.87 | 9.18 | 17.05 | 39.85 | 20.50 | 28.51 | 10.38 | 24.67 | 3.82 | 22.60 | 13.38 | 12.95 | 4.32 | 14.22 | 24.05 | 16.93 | 20.77 | 60.19 | 11.90 | 11.90 | 6.50 | 18.60 | 5.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.14 | 9.25 | 10.43 | 7.80 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 35.85 | 8.22 | 11.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.00 | 0.06 | 0.00 | 1.93 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R3) |
-18.21%
Feb 2006 – Feb 2009 |
-4.67%
Feb 2004 – Feb 2009 |
4.12%
Jan 2006 – Jan 2016 |
3.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THCRX (THORNBURG CORE GROWTH FUND THORNBURG CORE GROWTH FUND – CLASS R3) |
26.84%
Feb 2009 – Feb 2012 |
26.06%
Feb 2009 – Feb 2014 |
16.23%
Sep 2011 – Sep 2021 |
12.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart