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Thornburg Small/Mid Cap Core R4 (TVIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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72.04+0.11 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.92%
5-year average return6.75%
Number of years up12
Number of years down4
Best 1-yr total return (27 June 2024)45.30%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return45.30%
Worst 3-yr total return0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVIRXCategory
YTD8.53%17.04%
1-month4.04%-0.01%
3-month3.50%5.47%
1-year27.63%50.44%
3-year0.72%13.15%
5-year8.49%13.75%
10-year7.89%11.35%
Last bull market28.05%25.95%
Last bear market-16.51%-22.55%

Annual total return (%) history

Year
TVIRXCategory
2024
N/AN/A
2023
13.32%N/A
2022
-19.42%N/A
2021
13.90%N/A
2020
11.80%12.39%
2019
28.98%26.21%
2018
-9.62%-11.15%
2017
23.49%15.93%
2016
6.74%14.14%
2015
3.56%-4.75%
2014
11.62%7.80%
2013
39.69%34.10%
2012
10.80%16.15%
2011
-13.43%-3.81%
2010
9.25%22.52%
2009
45.30%37.39%
2008
-41.50%-39.18%
2007
N/A4.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.37%N/AN/AN/A
20230.45%4.60%-1.86%9.88%
2022-3.52%-16.51%-6.08%6.50%
20216.51%4.39%0.69%1.73%
2020-26.30%18.94%9.38%16.60%
201913.94%1.52%2.31%8.98%
2018-1.75%4.15%4.87%-15.78%
20177.83%6.21%3.57%4.11%
2016-2.48%1.83%5.48%1.90%
20153.50%3.38%-8.25%5.49%
20142.54%4.95%-0.56%4.30%
201311.01%2.31%11.02%10.79%
201216.13%-13.36%6.96%2.95%
20119.02%-3.15%-22.46%5.74%
20104.82%-13.43%8.22%11.25%
2009-8.26%30.05%15.82%5.14%
2008-11.59%-2.73%-12.75%-22.04%
20076.75%2.95%-6.00%N/A

Rank in category (by total return)

YTD22
1-month34
3-month26
1-year21
3-year84
5-year90

Load adjusted returns

1-year27.63%
3-year0.72%
5-year8.49%
10-year7.89%