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Thornburg Limited Term Income R3 (THIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.74+0.03 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.45%
5-year average return1.41%
Number of years up16
Number of years down4
Best 1-yr total return (2 May 2024)16.45%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return16.45%
Worst 3-yr total return-1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHIRXCategory
YTD-0.31%0.44%
1-month-1.01%0.02%
3-month-0.85%0.56%
1-year2.59%2.65%
3-year-0.83%3.38%
5-year1.23%2.40%
10-year1.59%2.01%
Last bull market5.68%2.63%
Last bear market-2.77%-0.33%

Annual total return (%) history

Year
THIRXCategory
2024
N/AN/A
2023
6.04%N/A
2022
-7.52%N/A
2021
-1.30%N/A
2020
7.13%3.81%
2019
5.15%4.72%
2018
0.82%0.92%
2017
2.15%1.73%
2016
3.00%2.08%
2015
0.35%0.19%
2014
3.36%1.07%
2013
-0.27%0.45%
2012
7.42%3.67%
2011
5.05%1.66%
2010
6.34%4.11%
2009
16.45%9.30%
2008
-3.47%-4.23%
2007
5.93%4.29%
2006
3.55%4.05%
2005
1.29%1.45%
2004
2.51%1.63%
2003
N/A2.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.71%N/AN/AN/A
20232.46%-0.18%-0.60%4.31%
2022-3.94%-2.77%-2.21%1.25%
2021-1.57%0.79%0.04%-0.54%
2020-0.73%5.66%1.25%0.87%
20191.96%1.73%1.06%0.32%
2018-0.56%0.17%0.25%0.97%
20170.72%0.81%0.52%0.09%
20161.75%1.61%0.48%-0.85%
20151.17%-0.28%0.10%-0.63%
20141.62%1.52%0.02%0.17%
20130.74%-2.08%0.79%0.31%
20122.31%1.18%2.56%1.18%
20111.30%2.07%0.84%0.76%
20102.12%2.41%2.75%-1.04%
20091.90%6.67%5.72%1.34%
20081.31%-0.50%-2.73%-1.54%
20071.21%-0.11%2.29%2.44%
20060.02%0.30%2.30%0.90%
2005-0.46%1.46%-0.04%0.33%
20042.23%-2.50%2.36%0.47%
20030.10%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month91
3-month87
1-year85
3-year87
5-year66

Load adjusted returns

1-year2.59%
3-year-0.83%
5-year1.23%
10-year1.59%