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Thornburg Limited Term Income R4 (THRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.73+0.03 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.53%
5-year average return1.41%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)7.06%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return7.06%
Worst 3-yr total return-1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHRIXCategory
YTD-0.23%0.44%
1-month-1.01%0.02%
3-month-0.85%0.56%
1-year2.59%2.65%
3-year-0.81%3.38%
5-year1.25%2.40%
10-year1.59%2.01%
Last bull market5.77%2.63%
Last bear market-2.77%-0.33%

Annual total return (%) history

Year
THRIXCategory
2024
N/AN/A
2023
5.96%N/A
2022
-7.46%N/A
2021
-1.30%N/A
2020
7.06%3.81%
2019
5.16%4.72%
2018
0.82%0.92%
2017
2.22%1.73%
2016
2.99%2.08%
2015
0.35%0.19%
2014
N/A1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.78%N/AN/AN/A
20232.46%-0.18%-0.68%4.32%
2022-3.88%-2.77%-2.21%1.25%
2021-1.51%0.79%0.04%-0.62%
2020-0.81%5.75%1.25%0.80%
20191.89%1.73%1.13%0.32%
2018-0.56%0.09%0.33%0.97%
20170.72%0.81%0.52%0.16%
20161.75%1.60%0.56%-0.93%
20151.17%-0.21%0.10%-0.70%
20141.59%-0.05%0.17%N/A

Rank in category (by total return)

YTD84
1-month91
3-month87
1-year85
3-year87
5-year65

Load adjusted returns

1-year2.59%
3-year-0.81%
5-year1.25%
10-year1.59%