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Thornburg Limited Term Income R5 (THRRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.840.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.10%
5-year average return1.92%
Number of years up9
Number of years down2
Best 1-yr total return (20 Jun 2024)7.67%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return7.67%
Worst 3-yr total return-0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTHRRXCategory
YTD1.10%0.44%
1-month1.17%0.02%
3-month0.93%0.56%
1-year4.91%2.65%
3-year-0.02%3.38%
5-year1.82%2.40%
10-year2.05%2.01%
Last bull market5.90%2.63%
Last bear market-2.65%-0.33%

Annual total return (%) history

Year
THRRXCategory
2024
N/AN/A
2023
6.57%N/A
2022
-7.06%N/A
2021
-0.80%N/A
2020
7.67%3.81%
2019
5.66%4.72%
2018
1.15%0.92%
2017
2.57%1.73%
2016
3.26%2.08%
2015
0.71%0.19%
2014
3.74%1.07%
2013
0.13%0.45%
2012
N/A3.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.83%N/AN/AN/A
20232.59%-0.06%-0.48%4.44%
2022-3.83%-2.65%-2.08%1.38%
2021-1.45%0.91%0.17%-0.42%
2020-0.68%5.88%1.38%1.00%
20192.07%1.85%1.19%0.44%
2018-0.49%0.25%0.33%1.06%
20170.88%0.89%0.61%0.17%
20161.84%1.68%0.56%-0.85%
20151.25%-0.20%0.18%-0.52%
20141.70%1.61%0.12%0.27%
20130.89%-2.01%0.88%0.39%
20122.57%1.18%N/AN/A

Rank in category (by total return)

YTD59
1-month10
3-month64
1-year57
3-year72
5-year34

Load adjusted returns

1-year4.91%
3-year-0.02%
5-year1.82%
10-year2.05%