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Thornburg Core Growth R3 (THCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.76-0.27 (-0.96%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.14%
5-year average return4.47%
Number of years up14
Number of years down5
Best 1-yr total return (6 May 2024)45.39%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return45.39%
Worst 3-yr total return-9.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHCRXCategory
YTD6.48%10.80%
1-month-6.29%4.43%
3-month6.03%7.00%
1-year18.08%48.17%
3-year-7.63%21.26%
5-year3.14%20.18%
10-year6.67%14.07%
Last bull market34.01%27.14%
Last bear market-24.91%-21.26%

Annual total return (%) history

Year
THCRXCategory
2024
N/AN/A
2023
19.54%N/A
2022
-34.21%N/A
2021
-4.47%N/A
2020
41.38%39.26%
2019
28.72%32.52%
2018
-2.72%-6.65%
2017
23.79%23.91%
2016
-2.46%6.03%
2015
2.68%-0.95%
2014
0.00%7.00%
2013
42.45%34.93%
2012
21.36%14.07%
2011
1.28%-3.96%
2010
9.80%24.61%
2009
45.39%39.11%
2008
-51.00%-43.77%
2007
11.29%15.09%
2006
17.98%9.00%
2005
22.17%9.84%
2004
15.05%13.23%
2003
N/A35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.63%N/AN/AN/A
20236.48%10.98%-5.48%7.02%
2022-14.89%-24.91%0.34%2.60%
2021-4.72%6.60%-1.39%-4.62%
2020-12.85%30.91%8.44%14.27%
201917.90%2.96%-2.23%8.44%
20185.91%6.50%5.27%-18.08%
20179.08%5.03%3.19%4.71%
2016-7.21%-1.08%9.30%-2.78%
20153.56%1.03%-8.86%7.69%
2014-2.42%-0.45%-0.42%3.37%
201311.12%3.10%10.89%12.12%
201218.50%-7.59%10.59%0.21%
20114.75%0.49%-18.72%18.38%
20101.48%-12.50%9.68%12.74%
2009-1.33%24.09%13.97%4.19%
2008-18.22%-3.25%-15.16%-27.00%
20074.63%5.66%4.80%-3.94%
20068.87%-5.00%4.65%9.01%
2005-3.03%7.14%8.65%8.23%
20041.18%-2.52%0.63%15.91%
20038.61%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month54
3-month16
1-year45
3-year89
5-year95

Load adjusted returns

1-year18.08%
3-year-7.63%
5-year3.14%
10-year6.67%