Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBWIX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS I) | 3.82% | 12.42% | 11.96% | 6.01% | 10.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBWIX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS I) | 10/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 12.42 | 11.96 | 6.01 | 10.61 | NA | NA | … | … | 3.82 | 23.12 | 7.10 | 12.72 | -18.03 | 20.88 | 26.67 | 24.56 | -13.59 | 22.87 | 7.56 | 4.27 |
| Sharpe Ratio | NA | 0.79 | 0.68 | 0.22 | 0.57 | NA | NA | … | … | 0.42 | 1.37 | 0.30 | 0.81 | -0.94 | 1.27 | 0.93 | 2.18 | -1.17 | 3.47 | 0.60 | 2.05 |
| Standard Deviation(%) | NA | 12.85 | 13.29 | 15.33 | 15.78 | NA | NA | … | … | 15.65 | 15.11 | 11.57 | 11.22 | 20.84 | 16.38 | 28.25 | 10.61 | 12.88 | 6.44 | 12.25 | 8.83 |
| Draw Down(%) | NA | 12.01 | 12.49 | 32.66 | 32.66 | NA | NA | … | … | 12.01 | 11.52 | 8.28 | 11.84 | 29.33 | 8.88 | 29.37 | 8.45 | 20.52 | 2.89 | 9.32 | 2.93 |
| Yield(%) | 0.00 | 1.63 | 1.66 | 3.72 | 5.26 | 3.71 | 2.78 | … | … | 0.00 | 1.87 | 1.49 | 1.70 | 0.70 | 15.77 | 0.50 | 1.46 | 7.94 | 4.18 | 6.19 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBWIX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS I) |
-1.26%
Jun 2021 – Jun 2024 |
4.88%
Oct 2017 – Oct 2022 |
9.90%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBWIX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND – CLASS I) |
24.01%
Dec 2018 – Dec 2021 |
17.46%
Jun 2016 – Jun 2021 |
11.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart