Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
THDRX (THORNBURG DEVELOPING WORLD FUND THORNBURG DEVELOPING WORLD FUND CLASS R5) | 11.30% | 11.32% | 4.33% | 4.06% | 3.95% | NA | NA | 3.65% |
Data as of 06/09/2025, AR inception is 02/04/2013
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
THDRX (THORNBURG DEVELOPING WORLD FUND THORNBURG DEVELOPING WORLD FUND CLASS R5) | 02/04/2013 | 06/09/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.94 | 11.32 | 4.33 | 4.06 | 3.95 | NA | NA | 3.65 | 11.30 | 5.75 | 6.64 | -25.53 | -2.65 | 22.92 | 29.53 | -14.88 | 35.85 | 2.57 | -14.94 | -3.03 | 8.51 |
Sharpe Ratio | NA | 0.43 | 0.01 | 0.12 | 0.14 | NA | NA | 0.15 | 1.26 | -0.06 | 0.19 | -1.21 | -0.17 | 0.77 | 2.22 | -0.98 | 4.49 | 0.17 | -1.07 | -0.29 | 0.78 |
Standard Deviation(%) | NA | 16.06 | 15.59 | 16.70 | 17.15 | NA | NA | 16.16 | 18.57 | 13.40 | 12.73 | 22.29 | 15.85 | 29.16 | 12.66 | 16.55 | 7.89 | 14.22 | 13.94 | 10.36 | 12.07 |
Draw Down(%) | NA | 16.07 | 23.08 | 44.33 | 44.33 | NA | NA | 44.33 | 13.55 | 12.36 | 14.44 | 35.87 | 17.52 | 34.59 | 8.89 | 25.47 | 4.15 | 11.77 | 21.57 | 13.06 | 13.67 |
Yield(%) | 0.00 | 2.82 | 2.08 | 1.38 | 1.23 | 0.86 | 0.65 | 1.08 | 0.00 | 3.01 | 2.15 | 1.30 | 0.00 | 0.19 | 1.55 | 1.08 | 0.99 | 0.00 | 0.64 | 0.03 | 0.00 |
Data as of 06/09/2025, AR inception is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
THDRX (THORNBURG DEVELOPING WORLD FUND THORNBURG DEVELOPING WORLD FUND CLASS R5) |
-10.37%
Jan 2021 - Jan 2024 |
-2.23%
Oct 2017 - Oct 2022 |
0.86%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
THDRX (THORNBURG DEVELOPING WORLD FUND THORNBURG DEVELOPING WORLD FUND CLASS R5) |
17.65%
Oct 2018 - Oct 2021 |
15.99%
Feb 2016 - Feb 2021 |
3.46%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart