TFGZ
Thornburg Small/Mid Cap Growth 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.)
18.50%
Sharpe
0.50
Sortino
0.80
Max drawdown
-42.15%
Best month
13.77%
Worst month
-14.93%
Beta vs VTSAX
1.35
Correlation
0.92

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

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.