Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R3) | 0.29% | 4.58% | 5.13% | 2.27% | 3.59% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R3) | 05/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 4.58 | 5.13 | 2.27 | 3.59 | NA | NA | … | … | 0.29 | 6.88 | 4.08 | 7.04 | -6.80 | 1.88 | 7.58 | 7.22 | 0.18 | 5.94 | 7.49 | -2.42 | 3.16 | 5.88 | 5.31 |
| Sharpe Ratio | NA | 0.60 | 0.53 | -0.07 | 0.69 | NA | NA | … | … | -0.59 | 1.28 | 0.14 | 0.89 | -2.41 | 1.16 | 1.68 | 3.71 | -0.89 | 3.78 | 3.20 | -1.19 | 1.46 | 2.19 | 3.49 |
| Standard Deviation(%) | NA | 2.76 | 3.38 | 3.27 | 2.86 | NA | NA | … | … | 3.12 | 3.12 | 3.40 | 3.85 | 3.42 | 1.60 | 4.35 | 1.55 | 1.35 | 1.40 | 2.27 | 2.07 | 2.15 | 2.67 | 2.34 |
| Draw Down(%) | NA | 2.23 | 2.64 | 9.92 | 9.92 | NA | NA | … | … | 2.23 | 2.00 | 2.21 | 2.64 | 9.46 | 1.13 | 9.56 | 0.50 | 0.90 | 0.69 | 2.18 | 4.43 | 3.63 | 3.71 | 2.16 |
| Yield(%) | 0.00 | 4.26 | 4.43 | 3.58 | 3.54 | 3.70 | 2.78 | … | … | 1.83 | 4.44 | 4.45 | 3.98 | 2.85 | 3.22 | 3.22 | 3.32 | 2.80 | 3.18 | 3.02 | 3.90 | 5.29 | 7.45 | 3.98 |
Data as of 06/09/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R3) |
-0.46%
Oct 2020 – Oct 2023 |
1.52%
Oct 2017 – Oct 2022 |
2.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIRX (THORNBURG STRATEGIC INCOME FUND THORNBURG STRATEGIC INCOME FUND – CLASS R3) |
6.50%
Oct 2022 – Oct 2025 |
5.90%
Feb 2016 – Feb 2021 |
4.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart