Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBWIX (THORNBURG BETTER WORLD INTERNATIONAL FUND THORNBURG BETTER WORLD INTERNATIONAL FUND - CLASS I) | 15.61% | 13.22% | 11.98% | 10.27% | NA | NA | NA | 11.19% |
Data as of 07/22/2025, AR inception 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 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 13.22 | 11.98 | 10.27 | NA | NA | NA | 11.19 | 15.61 | 7.10 | 12.72 | -18.03 | 20.88 | 26.67 | 24.56 | -13.59 | 22.87 | 7.56 | 4.27 |
| Sharpe Ratio | NA | 0.56 | 0.67 | 0.54 | NA | NA | NA | 0.55 | 1.43 | 0.30 | 0.81 | -0.94 | 1.27 | 0.93 | 2.18 | -1.17 | 3.47 | 0.60 | 2.05 |
| Standard Deviation(%) | NA | 15.95 | 14.16 | 15.67 | NA | NA | NA | 15.73 | 17.81 | 11.57 | 11.22 | 20.84 | 16.38 | 28.25 | 10.61 | 12.88 | 6.44 | 12.25 | 8.83 |
| Draw Down(%) | NA | 12.49 | 15.42 | 32.66 | NA | NA | NA | 32.66 | 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 | 1.35 | 1.40 | 4.68 | 5.27 | 3.52 | 2.64 | 5.86 | 0.00 | 1.49 | 1.70 | 0.70 | 15.77 | 0.50 | 1.46 | 7.94 | 4.18 | 6.19 | 0.00 |
Data as of 07/22/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart