Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THMMX (Thornburg Municipal Managed Account I) | 1.91% | 6.01% | 4.63% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/14/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THMMX (Thornburg Municipal Managed Account I) | 04/14/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 6.01 | 4.63 | NA | NA | NA | NA | … | … | 1.91 | 3.74 | 5.01 | 2.97 |
| Sharpe Ratio | NA | 1.21 | 0.29 | NA | NA | NA | NA | … | … | 0.67 | 0.13 | 0.43 | 0.12 |
| Standard Deviation(%) | NA | 2.69 | 4.73 | NA | NA | NA | NA | … | … | 3.01 | 6.63 | 3.21 | 3.61 |
| Draw Down(%) | NA | 2.69 | 5.72 | NA | NA | NA | NA | … | … | 2.69 | 5.72 | 2.30 | 5.10 |
| Yield(%) | 0.00 | 3.24 | 3.58 | 2.14 | 1.07 | 0.71 | 0.54 | … | … | 1.60 | 3.45 | 4.42 | 1.02 |
Data as of 06/08/2026, Common starting date is 04/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMMX (Thornburg Municipal Managed Account I) |
4.53%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THMMX (Thornburg Municipal Managed Account I) |
4.53%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart