Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOCX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS C) | 13.56% | 37.65% | 24.64% | 9.17% | 9.74% | 9.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOCX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS C) | 08/10/2006 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 37.65 | 24.64 | 9.17 | 9.74 | 9.21 | NA | … | … | 13.56 | 39.49 | 11.73 | 14.91 | -13.36 | 0.08 | 13.96 | 27.42 | -21.51 | 20.69 | 2.88 | 0.32 | 17.57 | 27.22 | 20.64 | -8.48 | 14.52 | 44.85 | -48.55 | 30.84 | 27.26 |
| Sharpe Ratio | NA | 3.26 | 1.71 | 0.43 | 0.46 | NA | NA | … | … | 2.49 | 2.57 | 0.75 | 0.88 | -0.73 | 0.00 | 0.41 | 1.89 | -1.51 | 2.61 | 0.15 | 0.02 | 1.53 | 2.49 | 1.49 | -0.34 | 0.76 | 1.85 | -1.38 | 1.72 | 9.30 |
| Standard Deviation(%) | NA | 11.01 | 12.58 | 15.63 | 17.42 | NA | NA | … | … | 12.72 | 14.33 | 10.87 | 12.97 | 20.31 | 18.16 | 33.13 | 13.76 | 15.21 | 7.72 | 17.30 | 14.80 | 11.48 | 10.91 | 13.94 | 24.67 | 18.92 | 24.15 | 35.71 | 16.15 | 8.86 |
| Draw Down(%) | NA | 8.71 | 13.78 | 32.27 | 35.95 | NA | NA | … | … | 8.71 | 13.78 | 7.48 | 11.71 | 25.29 | 17.14 | 35.04 | 11.23 | 28.62 | 4.20 | 14.69 | 15.74 | 10.18 | 8.05 | 14.98 | 26.97 | 17.66 | 30.46 | 55.74 | 12.21 | 2.12 |
| Yield(%) | 0.00 | 6.38 | 5.95 | 2.96 | 2.67 | 2.67 | 3.44 | … | … | 0.00 | 7.35 | 4.83 | 4.78 | 0.16 | 0.57 | 0.00 | 2.10 | 0.81 | 0.07 | 0.05 | 0.00 | 0.00 | 0.09 | 0.00 | 1.00 | 1.10 | 3.01 | 1.50 | 3.63 | 1.34 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| THOCX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS C) |
-9.64%
Aug 2007 – Aug 2010 |
-3.51%
Oct 2007 – Oct 2012 |
4.21%
Oct 2013 – Oct 2023 |
2.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOCX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS C) |
28.48%
Feb 2009 – Feb 2012 |
24.93%
Feb 2009 – Feb 2014 |
13.99%
Feb 2009 – Feb 2019 |
11.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart