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ISIN
US88521L4059
CUSIP
88521L405
Issuer
Thornburg
Inception Date
Jan 22, 2025
Region
Global (Developed Markets)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$5M

Highlights

Avg. Volume (1M)
12
Avg. Volume Value (1M)
$331.53

Share Price Chart


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Performance

TXUG Performance Chart

Thornburg International Growth ETF (TXUG) is up 10.0% since the beginning of the year. TXUG is currently trading at $27 per share.


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Benchmark

Compare this symbol against anything

Returns By Period

Thornburg International Growth ETF (TXUG) has returned 9.99% so far this year and 7.29% over the past 12 months.


Thornburg International Growth ETF

1D
0.05%
1M
-1.66%
6M
6.57%
YTD
9.99%
1Y
7.29%
3Y*
5Y*
10Y*
ALL TIME*
5.43%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TXUG Monthly Returns History

Based on dividend-adjusted daily data since Jan 23, 2025, TXUG's average daily return is +0.03%, while the average monthly return is +0.50%. At this rate, an investment would double in approximately 11.6 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +9.9%, while the worst month was Mar 2026 at -7.5%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 3 months.

On a daily basis, TXUG closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +8.5%, while the worst single day was Apr 4, 2025 at -6.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.20%1.55%-7.46%9.88%3.01%2.86%-2.59%9.99%
20251.13%-0.85%-6.94%5.26%3.94%1.74%-2.77%1.75%-0.09%-0.94%-4.02%0.92%-1.49%

Benchmark Metrics

Thornburg International Growth ETF has an annualized alpha of -7.20%, beta of 0.97, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since January 23, 2025.

  • This ETF participated in 45.20% of S&P 500 Index downside but only 35.12% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -7.20% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 0.97 and R2 of 0.70, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-7.20%
Beta
0.97
0.70
Upside Capture
35.12%
Downside Capture
45.20%

Expense Ratio

TXUG has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TXUG ranks 21 for risk / return — above 21% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.


TXUG Risk / Return Rank: 2121
Overall Rank
TXUG Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
TXUG Sortino Ratio Rank: 2020
Sortino Ratio Rank
TXUG Omega Ratio Rank: 2020
Omega Ratio Rank
TXUG Calmar Ratio Rank: 2121
Calmar Ratio Rank
TXUG Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Thornburg International Growth ETF (TXUG) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TXUGBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.03

Sortino ratioReturn per unit of downside risk

-1.28

Omega ratioGain probability vs. loss probability

1.08

1.25

-0.17

Calmar ratioReturn relative to maximum drawdown

0.58

2.00

-1.43

Martin ratioReturn relative to average drawdown

1.64

8.49

-6.85

Dividends

Dividend History

Thornburg International Growth ETF provided a 0.47% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


0.51%$0.00$0.02$0.04$0.06$0.08$0.10$0.122025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.13$0.13

Dividend yield

0.47%0.51%

Monthly Dividends

The table displays the monthly dividend distributions for Thornburg International Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.13$0.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Thornburg International Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Thornburg International Growth ETF was 18.58%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current Thornburg International Growth ETF drawdown is 3.40%.


Drawdown

Fall

Recovery

Underwater

Related event

-18.58%Apr 2025
1mo 18d3mo 16d
5mo 4dFeb 2025 - Jul 2025
2025 selloff2025
-12.93%Mar 2026
8mo 9d16d
8mo 25dJul 2025 - Apr 2026
-6.81%Jul 2026
22d
26dJul 2026 - now
-4.52%May 2026
8d11d
19dMay 2026 - May 2026
-4.02%Apr 2026
9d7d
16dApr 2026 - May 2026

Drawdown Indicators


TXUGBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.58%

-56.78%

+38.20%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

-9.10%

-3.60%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.40%

-1.58%

-1.82%

Average Drawdown

Average peak-to-trough decline

-4.00%

-10.70%

+6.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.46%

2.14%

+2.32%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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