Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THIQX (Thornburg Limited Term Income Fund Class C2) | 0.29% | 4.25% | 4.70% | 1.39% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THIQX (Thornburg Limited Term Income Fund Class C2) | 10/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 4.25 | 4.70 | 1.39 | NA | NA | NA | … | … | 0.29 | 6.24 | 3.95 | 5.79 | -7.78 | -1.54 | 0.63 |
| Sharpe Ratio | NA | 0.57 | 0.44 | -0.35 | NA | NA | NA | … | … | -0.88 | 1.25 | 0.11 | 0.51 | -2.40 | -0.94 | 1.95 |
| Standard Deviation(%) | NA | 2.22 | 3.01 | 3.23 | NA | NA | NA | … | … | 2.26 | 2.70 | 3.02 | 4.17 | 3.85 | 1.66 | 1.31 |
| Draw Down(%) | NA | 1.50 | 2.34 | 11.24 | NA | NA | NA | … | … | 1.50 | 1.68 | 1.75 | 2.95 | 10.12 | 1.82 | 0.35 |
| Yield(%) | 0.00 | 3.28 | 3.31 | 2.37 | 1.33 | 0.89 | 0.67 | … | … | 1.28 | 3.42 | 3.35 | 2.70 | 1.51 | 0.82 | 1.33 |
Data as of 06/10/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIQX (Thornburg Limited Term Income Fund Class C2) |
-1.99%
Nov 2020 – Nov 2023 |
1.19%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THIQX (Thornburg Limited Term Income Fund Class C2) |
5.78%
Oct 2022 – Oct 2025 |
1.59%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart