Thornburg Limited Financials
| LTUCX Fund | USD 11.92 0.01 0.08% |
Thornburg |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Thornburg Limited Fund Summary
Thornburg Limited competes with Red Oak, Goldman Sachs, Science Technology, Icon Information, and Vanguard Information. The fund invests at least 80 percent of its assets in U.S. government securities. The manager seeks to reduce changes in its share value by maintaining a portfolio of investments with a dollar-weighted average maturity or expected life of normally less than five years.Specialization | Short Government, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Thornburg Investment Trust |
| Mutual Fund Family | Thornburg |
| Mutual Fund Category | Short Government |
| Benchmark | Dow Jones Industrial |
| Phone | 800 847 0200 |
| Currency | USD - US Dollar |
Thornburg Limited Key Financial Ratios
Thornburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Limited's current stock value. Our valuation model uses many indicators to compare Thornburg Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Thornburg Limited competition to find correlations between indicators driving Thornburg Limited's intrinsic value. More Info.Thornburg Limited Term is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 38.63 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Thornburg Limited's earnings, one of the primary drivers of an investment's value.Thornburg Limited Term Systematic Risk
Thornburg Limited's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Thornburg Limited volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Thornburg Limited Term correlated with the market. If Beta is less than 0 Thornburg Limited generally moves in the opposite direction as compared to the market. If Thornburg Limited Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Thornburg Limited Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Thornburg Limited is generally in the same direction as the market. If Beta > 1 Thornburg Limited moves generally in the same direction as, but more than the movement of the benchmark.
Thornburg Limited January 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Thornburg Limited help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Thornburg Limited Term. We use our internally-developed statistical techniques to arrive at the intrinsic value of Thornburg Limited Term based on widely used predictive technical indicators. In general, we focus on analyzing Thornburg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Thornburg Limited's daily price indicators and compare them against related drivers.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 1.09 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.4198 |
Other Information on Investing in Thornburg Mutual Fund
Thornburg Limited financial ratios help investors to determine whether Thornburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Thornburg with respect to the benefits of owning Thornburg Limited security.
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