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Thornburg CA Limited-Term Muni Instl (LTCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.85+0.03 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.25%
5-year average return0.74%
Number of years up23
Number of years down3
Best 1-yr total return (2 May 2024)8.76%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return8.76%
Worst 3-yr total return-0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTCIXCategory
YTD-0.53%0.43%
1-month-0.67%0.05%
3-month-0.40%0.59%
1-year2.54%1.95%
3-year-0.23%2.71%
5-year0.69%1.61%
10-year1.13%1.92%
Last bull market4.66%3.07%
Last bear market-0.73%3.10%

Annual total return (%) history

Year
LTCIXCategory
2024
N/AN/A
2023
4.43%N/A
2022
-4.22%N/A
2021
-0.23%N/A
2020
2.24%2.46%
2019
3.38%4.17%
2018
0.78%1.77%
2017
2.42%1.47%
2016
-0.68%-0.14%
2015
1.91%0.88%
2014
4.28%3.45%
2013
0.59%-1.37%
2012
3.78%3.05%
2011
7.09%4.63%
2010
3.61%1.93%
2009
8.76%6.27%
2008
0.88%1.55%
2007
3.85%3.43%
2006
3.54%3.05%
2005
1.36%0.92%
2004
1.81%1.80%
2003
2.89%2.89%
2002
6.74%6.40%
2001
4.66%4.50%
2000
6.71%6.75%
1999
0.82%0.34%
1998
5.33%5.06%
1997
N/A5.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.14%N/AN/AN/A
20231.48%-0.20%-1.12%4.28%
2022-3.92%-0.73%-1.62%2.08%
2021-0.31%0.14%-0.02%-0.04%
2020-0.59%1.66%0.69%0.47%
20191.29%1.06%0.51%0.48%
2018-0.73%0.68%-0.15%0.98%
20171.08%1.23%0.55%-0.46%
20160.99%1.04%-0.05%-2.63%
20150.64%-0.45%1.08%0.63%
20141.40%1.61%0.76%0.44%
20130.82%-1.47%0.82%0.44%
20121.09%1.10%1.07%0.47%
2011-0.04%3.28%1.93%1.77%
20101.25%1.83%2.43%-1.89%
20092.70%1.11%4.62%0.11%
20081.03%0.12%-0.43%0.16%
20070.77%0.09%1.90%1.05%
20060.28%0.21%2.35%0.67%
2005-0.60%1.26%0.17%0.52%
20040.92%-1.38%1.82%0.47%
20030.40%1.52%0.43%0.50%
20020.50%2.85%3.19%0.08%
20011.69%0.83%2.19%-0.11%
20001.65%1.27%1.42%2.21%
19990.88%-0.60%0.82%-0.28%
19981.07%1.14%2.38%0.65%
19971.97%1.63%N/AN/A

Rank in category (by total return)

YTD56
1-month74
3-month48
1-year34
3-year41
5-year71

Load adjusted returns

1-year2.54%
3-year-0.23%
5-year0.69%
10-year1.13%