Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Thornburg Limited Term Municipal Fund (LTMCX)

13.32
+0.04
+(0.30%)
At close: 6:09:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.14%
5y Average Return 0.39%
Number of Years Up 25
Number of Years Down 5
Best 1Y Total Return (Apr 10, 2025) 6.41%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 6.41%
Worst 3Y Total Return -1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTMCX
Category
YTD
0.80%
0.39%
1-Month
-0.50%
0.04%
3-Month
0.80%
0.38%
1-Year
2.05%
1.72%
3-Year
1.60%
2.21%
5-Year
0.58%
1.47%
10-Year
0.86%
1.49%
Last Bull Market
2.57%
1.96%
Last Bear Market
-1.09%
2.01%

Annual Total Return (%) History

Year
LTMCX
Category
2025
--
--
2024
1.09%
--
2023
3.95%
--
2022
-5.33%
--
2021
-0.40%
--
2020
2.62%
2.28%
2019
3.62%
3.12%
2018
0.57%
1.18%

2017
2.04%
1.69%
2016
-0.92%
-0.15%
2015
1.27%
0.70%
2014
2.74%
1.44%
2013
-0.45%
-0.07%
2012
2.79%
1.92%
2011
6.41%
3.60%
2010
2.72%
1.61%
2009
8.62%
5.91%
2008
0.59%
0.86%
2007
3.66%
3.31%
2006
2.80%
2.95%
2005
0.91%
1.21%
2004
1.41%
1.19%
2003
2.96%
2.44%
2002
7.07%
5.39%
2001
4.48%
4.77%
2000
6.29%
5.87%
1999
-0.00%
0.74%
1998
4.36%
4.59%
1997
5.13%
5.13%
1996
3.47%
3.76%
1995
9.42%
7.95%
1994
--
-0.18%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.80% -- -- --
2024 -0.14% -0.19% 2.43% -0.98%
2023 1.42% -0.40% -1.56% 4.53%
2022 -4.37% -1.09% -2.10% 2.23%
2021 -0.36% 0.24% -0.24% -0.03%
2020 -0.40% 1.89% 0.65% 0.47%
2019 1.53% 1.09% 0.45% 0.50%
2018 -0.69% 0.44% -0.20% 1.02%
2017 1.00% 1.06% 0.48% -0.49%
2016 0.80% 1.02% -0.23% -2.48%

2015 0.40% -0.49% 0.89% 0.47%
2014 0.89% 1.14% 0.49% 0.19%
2013 0.46% -1.74% 0.54% 0.32%
2012 0.62% 0.92% 1.03% 0.19%
2011 0.33% 2.76% 1.75% 1.44%
2010 0.75% 1.46% 2.25% -1.72%
2009 2.40% 1.70% 4.34% -0.04%
2008 0.86% -0.37% -0.53% 0.65%
2007 0.64% -0.11% 1.79% 1.31%
2006 0.02% 0.09% 2.13% 0.54%
2005 -0.74% 1.48% -0.09% 0.27%
2004 0.91% -1.52% 1.77% 0.26%
2003 0.72% 1.48% 0.44% 0.30%
2002 0.34% 3.10% 2.91% 0.57%
2001 2.06% 0.74% 2.09% -0.46%
2000 0.95% 1.12% 1.71% 2.38%
1999 0.54% -1.02% 0.47% 0.02%
1998 0.80% 0.93% 2.04% 0.53%
1997 0.32% 1.74% 1.64% 1.34%
1996 0.02% 0.54% 1.45% 1.43%
1995 3.40% 2.28% 1.55% 1.89%
1994 -0.95% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 78
3-Month 60
1-Year 90
3-Year 88
5-Year 95

Load Adjusted Returns

1-Year 1.55%
3-Year 1.60%
5-Year 0.58%
10-Year 0.86%

Performance & Risk

YTD Return 0.14%
5y Average Return 0.39%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.53
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family Thornburg
Net Assets 2.27B
YTD Return 0.80%
Yield 2.85%
Morningstar Rating
Inception Date Sep 28, 1984

Fund Summary

The fund pursues its primary goal by investing principally in a laddered maturity portfolio of municipal obligations issued by states and state agencies, local governments and their agencies and by United States territories and possessions.

Related Tickers