Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSAMX (Thornburg Summit Fund – Class A) | 7.07% | 20.95% | 14.51% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 02/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSAMX (Thornburg Summit Fund – Class A) | 02/01/2022 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 20.95 | 14.51 | NA | NA | NA | NA | … | … | 7.07 | 20.30 | 11.16 | 12.51 | -8.65 |
| Sharpe Ratio | NA | 2.30 | 1.39 | NA | NA | NA | NA | … | … | 1.89 | 1.69 | 1.09 | 1.21 | -0.78 |
| Standard Deviation(%) | NA | 8.26 | 8.65 | NA | NA | NA | NA | … | … | 9.47 | 10.34 | 6.92 | 7.37 | 14.04 |
| Draw Down(%) | NA | 6.32 | 10.44 | NA | NA | NA | NA | … | … | 6.32 | 10.44 | 4.00 | 6.63 | 15.95 |
| Yield(%) | 0.00 | 6.27 | 4.75 | 3.43 | 1.71 | 1.14 | 0.86 | … | … | 0.78 | 6.75 | 4.93 | 2.48 | 2.15 |
Data as of 06/18/2026, Common starting date is 02/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSAMX (Thornburg Summit Fund – Class A) |
5.28%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSAMX (Thornburg Summit Fund – Class A) |
16.19%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart