Nasdaq - Delayed Quote USD

Thornburg Limited Term Income R3 (THIRX)

12.99
0.00
(0.00%)
At close: 8:02:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.15%
5y Average Return 1.53%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 15, 2025) 7.42%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 7.42%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THIRX
Category
YTD
2.62%
0.44%
1-Month
0.39%
0.02%
3-Month
2.09%
0.56%
1-Year
7.17%
2.65%
3-Year
3.53%
3.38%
5-Year
1.72%
2.40%
10-Year
2.05%
2.01%
Last Bull Market
5.10%
2.63%
Last Bear Market
-2.77%
-0.33%

Annual Total Return (%) History

Year
THIRX
Category
2025
--
--
2024
4.12%
--
2023
6.04%
--
2022
-7.52%
--
2021
-1.30%
--
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
--
2.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.22% -- -- --
2024 0.71% 0.91% 3.61% -1.11%
2023 2.46% -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%
2019 1.96% 1.73% 1.06% 0.32%
2018 -0.56% 0.17% 0.25% 0.97%
2017 0.72% 0.81% 0.52% 0.09%
2016 1.75% 1.61% 0.48% -0.85%

2015 1.17% -0.28% 0.10% -0.63%
2014 1.62% 1.52% 0.02% 0.17%
2013 0.74% -2.08% 0.79% 0.31%
2012 2.31% 1.18% 2.56% 1.18%
2011 1.30% 2.07% 0.84% 0.76%
2010 2.12% 2.41% 2.75% -1.04%
2009 1.90% 6.67% 5.72% 1.34%
2008 1.31% -0.50% -2.73% -1.54%
2007 1.21% -0.11% 2.29% 2.44%
2006 0.02% 0.30% 2.30% 0.90%
2005 -0.46% 1.46% -0.04% 0.33%
2004 2.23% -2.50% 2.36% 0.47%
2003 0.10% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 85
3-Month 15
1-Year 39
3-Year 75
5-Year 75

Load Adjusted Returns

1-Year 7.17%
3-Year 3.53%
5-Year 1.72%
10-Year 2.05%

Performance & Risk

YTD Return 2.15%
5y Average Return 1.53%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Thornburg
Net Assets 6.17B
YTD Return 2.62%
Yield 3.64%
Morningstar Rating
Inception Date Jul 01, 2003

Fund Summary

The fund invests at least 65% of its net assets in (i) obligations of the U.S. government, its agencies and instrumentalities, (ii) debt obligations rated at the time of purchase in one of the three highest principal long term rating categories of S&P Global Ratings or Moody's Investors Services, Inc. or the equivalent three highest short term ratings of those ratings agencies, or, if no credit rating is available, judged to be of comparable quality.

Related Tickers