TLDAX
Thornburg Ultra Short Income Fund
THORNBURG INVESTMENT TRUST

Average annual returns

Through 2025
1 year
4.61%
3 year
5.28%
5 year
3.16%
10 year
2.70%

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
0.36%
Sharpe
13.98
Sortino
Max drawdown
-2.55%
Best month
1.58%
Worst month
-2.55%

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

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