TAOZ
Thornburg Small/Mid Cap Core Fund
THORNBURG INVESTMENT TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
16.38%
Sharpe
0.68
Sortino
1.18
Max drawdown
-26.29%
Best month
13.17%
Worst month
-18.77%
Beta vs VTSAX
1.12
Correlation
0.86

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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