Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSIAX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS A) | 0.22% | 4.77% | 5.33% | 2.53% | 3.75% | 3.97% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIAX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS A) | 12/28/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 4.77 | 5.33 | 2.53 | 3.75 | 3.97 | NA | … | … | 0.22 | 7.19 | 4.48 | 7.32 | -6.60 | 2.21 | 7.91 | 7.57 | 0.30 | 4.96 | 7.70 | -2.33 | 3.23 | 5.91 | 12.58 | 4.44 | 11.34 | 26.65 | -23.83 | 0.25 |
| Sharpe Ratio | NA | 0.69 | 0.61 | 0.01 | 0.74 | NA | NA | … | … | -0.57 | 1.36 | 0.25 | 0.95 | -2.34 | 1.42 | 1.75 | 4.13 | -0.75 | 2.79 | 3.34 | -1.13 | 1.52 | 2.19 | 5.00 | 1.22 | 3.30 | 6.01 | -3.32 | NA |
| Standard Deviation(%) | NA | 2.82 | 3.45 | 3.32 | 2.89 | NA | NA | … | … | 3.14 | 3.18 | 3.51 | 3.88 | 3.45 | 1.53 | 4.35 | 1.48 | 1.45 | 1.55 | 2.24 | 2.09 | 2.12 | 2.68 | 2.53 | 3.60 | 3.41 | 4.42 | 7.44 | 0.00 |
| Draw Down(%) | NA | 2.22 | 2.59 | 9.75 | 9.75 | NA | NA | … | … | 2.22 | 2.08 | 2.16 | 2.59 | 9.33 | 1.13 | 9.63 | 0.59 | 0.95 | 0.69 | 2.17 | 4.50 | 3.71 | 3.71 | 1.74 | 5.07 | 3.29 | 4.20 | 28.19 | 0.00 |
| Yield(%) | 0.00 | 4.54 | 4.71 | 3.84 | 3.80 | 4.31 | 3.84 | … | … | 1.94 | 4.74 | 4.74 | 4.24 | 3.12 | 3.54 | 3.54 | 3.57 | 2.92 | 3.25 | 3.23 | 3.90 | 5.36 | 7.48 | 7.18 | 8.77 | 7.65 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIAX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS A) |
-0.19%
Oct 2020 – Oct 2023 |
1.80%
Oct 2017 – Oct 2022 |
2.62%
Oct 2013 – Oct 2023 |
3.63%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIAX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS A) |
15.42%
Feb 2009 – Feb 2012 |
12.62%
Nov 2008 – Nov 2013 |
7.55%
Nov 2008 – Nov 2018 |
6.03%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart