Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THNDX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) | 1.08% | 4.88% | 2.78% | 0.33% | 0.97% | 1.59% | 2.14% | … | … |
Data as of 06/09/2026, Common starting date is 06/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THNDX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) | 06/29/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.88 | 2.78 | 0.33 | 0.97 | 1.59 | 2.14 | … | … | 1.08 | 3.80 | 0.47 | 3.59 | -6.44 | -0.23 | 3.20 | 4.21 | 1.14 | 1.80 | -0.56 | 1.95 | 5.30 | -1.95 | 3.12 | 7.56 | 1.20 | 8.48 | 0.19 | 3.31 | 3.25 | 1.49 | 2.59 | 3.66 | 6.93 | 4.18 | 6.28 | 0.56 |
| Sharpe Ratio | NA | 1.18 | -0.16 | -0.78 | -0.24 | NA | NA | … | … | 0.10 | 0.23 | -1.53 | -0.03 | -2.90 | -0.21 | 0.53 | 2.03 | -0.19 | 0.73 | -0.40 | 1.22 | 3.44 | -0.78 | 1.77 | 3.84 | 0.54 | 2.75 | -0.17 | 0.08 | -0.09 | -0.41 | 0.58 | 1.13 | 2.60 | 0.95 | 1.23 | -1.28 |
| Standard Deviation(%) | NA | 1.88 | 2.96 | 2.72 | 2.78 | NA | NA | … | … | 2.18 | 3.96 | 2.06 | 2.64 | 2.72 | 1.21 | 5.58 | 1.34 | 1.28 | 1.56 | 1.93 | 1.57 | 1.54 | 2.56 | 1.75 | 1.96 | 2.04 | 3.05 | 4.42 | 1.91 | 1.85 | 1.89 | 2.79 | 2.61 | 2.23 | 1.84 | 1.68 | 1.88 |
| Draw Down(%) | NA | 2.07 | 3.49 | 10.00 | 10.00 | NA | NA | … | … | 2.07 | 3.49 | 1.56 | 4.33 | 9.31 | 1.47 | 8.64 | 1.19 | 1.30 | 1.67 | 4.07 | 1.76 | 1.17 | 4.85 | 1.84 | 1.43 | 3.66 | 2.67 | 7.84 | 1.33 | 1.15 | 1.83 | 4.20 | 3.66 | 2.16 | 2.02 | 1.10 | 1.19 |
| Yield(%) | 0.00 | 2.77 | 2.49 | 1.86 | 1.84 | 2.08 | 2.39 | … | … | 1.15 | 2.67 | 2.37 | 1.91 | 1.19 | 1.17 | 1.45 | 2.03 | 2.25 | 2.17 | 1.97 | 2.14 | 2.62 | 2.53 | 2.58 | 3.14 | 2.79 | 2.86 | 3.30 | 3.32 | 3.18 | 2.96 | 3.07 | 3.23 | 3.65 | 4.13 | 4.57 | 2.55 |
Data as of 06/09/2026, Common starting date is 06/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNDX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) |
-2.54%
Oct 2020 – Oct 2023 |
-0.38%
Jul 2020 – Jul 2025 |
0.50%
Oct 2012 – Oct 2022 |
1.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNDX (THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND THORNBURG NEW MEXICO INTERMEDIATE MUNICIPAL FUND – ) |
6.55%
May 2000 – May 2003 |
4.87%
Jan 2000 – Jan 2005 |
4.11%
Feb 2000 – Feb 2010 |
3.78%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart