Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOAX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS A) | 13.93% | 39.76% | 25.69% | 10.35% | 10.71% | 10.03% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOAX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS A) | 08/10/2006 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 39.76 | 25.69 | 10.35 | 10.71 | 10.03 | NA | … | … | 13.93 | 40.66 | 12.67 | 15.91 | -12.59 | 1.64 | 14.49 | 28.36 | -20.92 | 21.65 | 3.65 | 1.12 | 18.44 | 28.18 | 21.57 | -7.79 | 15.55 | 45.98 | -48.17 | 31.92 | 27.60 |
| Sharpe Ratio | NA | 3.37 | 1.79 | 0.50 | 0.51 | NA | NA | … | … | 2.58 | 2.65 | 0.83 | 0.95 | -0.69 | 0.09 | 0.43 | 1.95 | -1.47 | 2.73 | 0.20 | 0.07 | 1.61 | 2.56 | 1.55 | -0.32 | 0.82 | 1.90 | -1.37 | 1.79 | 9.31 |
| Standard Deviation(%) | NA | 10.99 | 12.57 | 15.51 | 17.36 | NA | NA | … | … | 12.68 | 14.33 | 10.87 | 13.00 | 20.26 | 17.69 | 33.06 | 13.79 | 15.20 | 7.73 | 17.35 | 14.80 | 11.48 | 10.98 | 13.99 | 24.72 | 18.94 | 24.09 | 35.75 | 16.17 | 8.98 |
| Draw Down(%) | NA | 8.66 | 13.75 | 31.28 | 35.28 | NA | NA | … | … | 8.66 | 13.75 | 7.45 | 11.55 | 24.87 | 16.50 | 35.01 | 11.16 | 28.12 | 4.18 | 14.63 | 15.54 | 9.97 | 8.01 | 14.90 | 26.74 | 17.50 | 30.35 | 55.44 | 12.20 | 2.11 |
| Yield(%) | 0.00 | 7.12 | 6.90 | 3.77 | 3.54 | 3.68 | 4.75 | … | … | 0.00 | 8.16 | 5.76 | 5.91 | 0.99 | 1.52 | 0.00 | 1.92 | 1.73 | 0.43 | 0.45 | 0.33 | 0.14 | 0.69 | 0.58 | 1.62 | 1.96 | 3.88 | 2.03 | 3.86 | 1.35 |
Data as of 06/03/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOAX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS A) |
-8.94%
Aug 2007 – Aug 2010 |
-2.76%
Oct 2007 – Oct 2012 |
5.07%
Oct 2013 – Oct 2023 |
3.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOAX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS A) |
29.50%
Feb 2009 – Feb 2012 |
25.93%
Feb 2009 – Feb 2014 |
14.87%
Feb 2009 – Feb 2019 |
12.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart