Summary
TFGZ
Prices · period metrics · 1M
NAV as of 21/07/2026
28/04/2026 → 28/05/2026
Return -1.27% Volatility 14.77% Sharpe 7.20
Official loaded data — not a live quote.

THORNBURG FOCUS GROWTH FUND ETF CLASS

Symbol: TFGZ

Exchange: NASDAQ

Sector: Technology

Category: Mid-Cap Growth

Inception date: 31/03/2026

Latest date: 21/07/2026

Current price: $35.64

Expense ratio: 0.79%

Assets under management
$237.5M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-1.27%

Ann. 109.98% (Sharpe / Sortino numerator)

Volatility

14.77%

Sharpe ratio

7.199

VaR 95%

-1.23%

CVaR 95%: -1.49%
Max drawdown: -3.76%
Sortino ratio: 10.923
Calmar ratio: 29.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.07%

Ann. 118.93% (Sharpe / Sortino numerator)

Volatility

18.14%

Sharpe ratio

6.359

VaR 95%

-1.46%

CVaR 95%: -2.06%
Max drawdown: -5.24%
Sortino ratio: 9.501
Calmar ratio: 22.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 22/06/2026 - 21/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.057%

Best day

1.918%

09/07/2026
Worst day

-2.226%

16/07/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $35.64 $35.64 $35.64 $35.64 100
20/07/2026 $35.47 $35.47 $35.47 $35.47 100
17/07/2026 $35.11 $35.16 $35.11 $35.16 700
16/07/2026 $36.00 $36.00 $35.57 $35.57 700
15/07/2026 $36.28 $36.38 $36.28 $36.38 400
14/07/2026 $36.30 $36.30 $36.30 $36.30 100
13/07/2026 $35.92 $35.99 $35.91 $35.91 1,200
10/07/2026 $36.39 $36.39 $36.39 $36.39 100
09/07/2026 $36.67 $36.67 $36.67 $36.67 100
08/07/2026 $35.98 $35.98 $35.98 $35.98 100