Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGIRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS R6) | 22.21% | 12.54% | 17.58% | 7.50% | 5.46% | NA | NA | 6.35% |
Data as of 07/11/2025, AR inception is 05/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGIRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS R6) | 05/02/2012 | 07/11/2025 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 12.54 | 17.58 | 7.50 | 5.46 | NA | NA | 6.35 | 22.21 | 6.54 | 15.80 | -16.61 | -4.05 | 19.14 | 29.84 | -19.72 | 25.65 | -3.15 | 7.06 | -5.37 | 15.86 | 4.04 |
| Sharpe Ratio | NA | 0.59 | 0.99 | 0.34 | 0.25 | NA | NA | 0.33 | 2.56 | 0.00 | 1.01 | -0.86 | -0.24 | 0.65 | 2.80 | -1.39 | 3.00 | -0.22 | 0.48 | -0.50 | 1.38 | 0.46 |
| Standard Deviation(%) | NA | 15.85 | 14.30 | 15.87 | 16.64 | NA | NA | 15.62 | 17.17 | 11.79 | 11.49 | 20.98 | 16.83 | 29.10 | 10.17 | 15.21 | 8.38 | 15.58 | 14.55 | 10.71 | 11.49 | 13.21 |
| Draw Down(%) | NA | 13.98 | 15.75 | 40.83 | 40.83 | NA | NA | 40.83 | 12.00 | 13.75 | 10.65 | 31.01 | 18.11 | 31.20 | 6.66 | 27.83 | 2.80 | 13.55 | 14.60 | 10.24 | 11.22 | 12.37 |
| Yield(%) | 0.00 | 1.89 | 2.51 | 1.81 | 4.26 | 4.20 | 3.15 | 4.85 | 0.00 | 2.20 | 2.43 | 1.81 | 1.58 | 0.66 | 8.26 | 1.55 | 18.43 | 1.14 | 16.95 | 9.54 | 1.62 | 0.41 |
Data as of 07/11/2025, AR inception is 05/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGIRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS R6) |
-4.66%
Oct 2019 - Oct 2022 |
-2.79%
Sep 2017 - Sep 2022 |
2.35%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGIRX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS R6) |
16.84%
Jun 2022 - Jun 2025 |
12.08%
Jun 2016 - Jun 2021 |
5.99%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart