Nasdaq - Delayed Quote USD
Thornburg Limited Term Income R3 (THIRX)
13.07
+0.01
+(0.08%)
At close: 8:02:16 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.53% |
| 5y Average Return | 1.70% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.54 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| THIRX | Category Average | THIRX | Category Average | THIRX | Category Average | |
| Alpha | 0.33 | 0.01 | 1.11 | 0.01 | 0.29 | 0 |
| BETA | 0.54 | 0 | 0.57 | 0 | 0.54 | 0 |
| Mean Annual Return | 0.24 | 0 | 0.18 | 0 | 0.17 | 0 |
| R-squared | 96.62 | 0.32 | 88.84 | 0.35 | 82.36 | 0.35 |
| Standard Deviation | 4.24 | 0.03 | 3.85 | 0.02 | 3.04 | 0.02 |
| Sharpe Ratio | -0.4 | 0.01 | -0.15 | 0.01 | 0.03 | 0.01 |
| Treynor Ratio | -3.37 | 0.06 | -1.14 | 0.04 | 0.08 | 0.06 |
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