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Thornburg Intermediate Municipal A (THIMX)

14.47 Up 0.01(0.07%) May 5

Risk as of Apr 29, 2016Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up20
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2009):13.69%
Worst 1 Yr Total Return(Dec 30, 2008):-4.13%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticTHIMXCategory
Alpha (against Standard Index)-0.12-0.67
Beta (against Standard Index)0.760.94
Mean Annual Return0.220.23
R-squared (against Standard Index)97.5494.03
Standard Deviation2.643.31
Sharpe Ratio0.950.81
Treynor Ratio3.272.82
5 Years
StatisticTHIMXCategory
Alpha (against Standard Index)0.11-0.56
Beta (against Standard Index)0.810.95
Mean Annual Return0.370.39
R-squared (against Standard Index)96.8393.07
Standard Deviation2.743.32
Sharpe Ratio1.591.39
Treynor Ratio5.434.90
10 Years
StatisticTHIMXCategory
Alpha (against Standard Index)-0.16-0.53
Beta (against Standard Index)0.860.91
Mean Annual Return0.350.33
R-squared (against Standard Index)93.3491.56
Standard Deviation3.824.14
Sharpe Ratio0.820.71
Treynor Ratio3.713.25