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Thornburg Small/Mid Cap Core R3 (TVRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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72.24+1.24 (+1.75%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.03%
5-year average return7.72%
Number of years up16
Number of years down4
Best 1-yr total return (23 May 2024)45.12%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return45.12%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVRFXCategory
YTD4.29%17.04%
1-month-5.50%-0.01%
3-month5.87%5.47%
1-year17.70%50.44%
3-year-1.20%13.15%
5-year5.62%13.75%
10-year7.55%11.35%
Last bull market28.01%25.95%
Last bear market-16.53%-22.55%

Annual total return (%) history

Year
TVRFXCategory
2024
N/AN/A
2023
13.19%N/A
2022
-19.49%N/A
2021
13.78%N/A
2020
11.70%12.39%
2019
28.86%26.21%
2018
-9.72%-11.15%
2017
23.35%15.93%
2016
6.65%14.14%
2015
3.45%-4.75%
2014
11.51%7.80%
2013
39.56%34.10%
2012
10.66%16.15%
2011
-13.50%-3.81%
2010
9.13%22.52%
2009
45.12%37.39%
2008
-41.57%-39.18%
2007
6.08%4.85%
2006
21.86%14.03%
2005
9.50%9.25%
2004
7.27%16.30%
2003
N/A36.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
20230.43%4.56%-1.87%9.85%
2022-3.53%-16.53%-6.11%6.50%
20216.50%4.36%0.66%1.70%
2020-26.31%18.90%9.37%16.56%
201913.92%1.50%2.29%8.95%
2018-1.77%4.12%4.85%-15.81%
20177.80%6.19%3.55%4.07%
2016-2.48%1.79%5.46%1.88%
20153.47%3.36%-8.28%5.46%
20142.52%4.93%-0.59%4.27%
201311.00%2.29%10.97%10.76%
201216.09%-13.36%6.90%2.91%
20119.01%-3.16%-22.51%5.74%
20104.81%-13.46%8.18%11.21%
2009-8.32%30.07%15.78%5.11%
2008-11.62%-2.77%-12.77%-22.05%
20072.80%6.67%2.91%-6.01%
20066.76%-1.21%6.78%8.20%
2005-1.66%2.68%5.65%2.64%
20042.25%-2.41%-2.53%10.29%
200310.70%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month41
3-month15
1-year35
3-year90
5-year93

Load adjusted returns

1-year17.70%
3-year-1.20%
5-year5.62%
10-year7.55%