Thornburg Limited Term Fund Market Value
| THRIX Fund | USD 13.23 0.01 0.08% |
| Symbol | Thornburg |
Thornburg Limited 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Thornburg Limited's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Thornburg Limited.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Thornburg Limited on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Thornburg Limited Term or generate 0.0% return on investment in Thornburg Limited over 90 days. Thornburg Limited is related to or competes with Balanced Fund, Ab Value, Volumetric Fund, T Rowe, and Rbc Emerging. The investment seeks to provide as high a level of current income as is consistent with safety of capital to reduce chan... More
Thornburg Limited Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Thornburg Limited's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Thornburg Limited Term upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1303 | |||
| Information Ratio | (0.64) | |||
| Maximum Drawdown | 0.5332 | |||
| Value At Risk | (0.15) | |||
| Potential Upside | 0.1522 |
Thornburg Limited Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Thornburg Limited's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Thornburg Limited's standard deviation. In reality, there are many statistical measures that can use Thornburg Limited historical prices to predict the future Thornburg Limited's volatility.| Risk Adjusted Performance | 0.0019 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.55) | |||
| Treynor Ratio | (0.04) |
Thornburg Limited January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0019 | |||
| Market Risk Adjusted Performance | (0.03) | |||
| Mean Deviation | 0.0877 | |||
| Semi Deviation | 0.0207 | |||
| Downside Deviation | 0.1303 | |||
| Coefficient Of Variation | 1286.42 | |||
| Standard Deviation | 0.1127 | |||
| Variance | 0.0127 | |||
| Information Ratio | (0.64) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.55) | |||
| Treynor Ratio | (0.04) | |||
| Maximum Drawdown | 0.5332 | |||
| Value At Risk | (0.15) | |||
| Potential Upside | 0.1522 | |||
| Downside Variance | 0.017 | |||
| Semi Variance | 4.0E-4 | |||
| Expected Short fall | (0.12) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.3593 |
Thornburg Limited Term Backtested Returns
At this stage we consider Thornburg Mutual Fund to be very steady. Thornburg Limited Term owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.13, which indicates the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Thornburg Limited Term, which you can use to evaluate the volatility of the fund. Please validate Thornburg Limited's Semi Deviation of 0.0207, risk adjusted performance of 0.0019, and Coefficient Of Variation of 1286.42 to confirm if the risk estimate we provide is consistent with the expected return of 0.014%. The entity has a beta of 0.0326, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Thornburg Limited's returns are expected to increase less than the market. However, during the bear market, the loss of holding Thornburg Limited is expected to be smaller as well.
Auto-correlation | 0.38 |
Below average predictability
Thornburg Limited Term has below average predictability. Overlapping area represents the amount of predictability between Thornburg Limited time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Thornburg Limited Term price movement. The serial correlation of 0.38 indicates that just about 38.0% of current Thornburg Limited price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.38 | |
| Spearman Rank Test | 0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
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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