Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THOFX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R5) | 23.41% | 21.25% | 16.03% | 9.65% | 6.54% | 9.58% | NA | 7.48% |
Data as of 07/25/2025, AR inception is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOFX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R5) | 02/12/2008 | 07/25/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 21.25 | 16.03 | 9.65 | 6.54 | 9.58 | NA | 7.48 | 23.41 | 10.17 | 12.08 | -12.31 | 1.89 | 14.46 | 28.76 | -20.67 | 21.96 | 4.06 | 1.44 | 18.93 | 28.73 | 22.17 | -7.26 | 14.52 | 46.74 | -42.92 |
| Sharpe Ratio | NA | 1.19 | 0.86 | 0.47 | 0.28 | NA | NA | 0.33 | 2.52 | 0.32 | 0.58 | -0.68 | 0.11 | 0.43 | 1.99 | -1.45 | 2.77 | 0.22 | 0.10 | 1.65 | 2.61 | 1.59 | -0.30 | 0.76 | 1.93 | -1.29 |
| Standard Deviation(%) | NA | 15.15 | 14.71 | 16.32 | 17.93 | NA | NA | 19.32 | 16.89 | 11.20 | 13.68 | 20.28 | 17.65 | 33.05 | 13.75 | 15.21 | 7.73 | 17.41 | 14.81 | 11.47 | 10.99 | 13.99 | 24.71 | 18.88 | 24.14 | 36.89 |
| Draw Down(%) | NA | 13.73 | 13.73 | 31.04 | 35.22 | NA | NA | 61.45 | 13.73 | 8.19 | 11.45 | 24.70 | 16.41 | 35.22 | 11.16 | 27.92 | 4.16 | 14.62 | 15.40 | 9.89 | 7.98 | 14.78 | 26.64 | 17.42 | 30.26 | 54.66 |
| Yield(%) | 0.00 | 2.86 | 2.47 | 1.91 | 1.67 | 2.67 | 1.86 | 2.19 | 0.00 | 3.20 | 2.35 | 1.24 | 1.63 | 0.27 | 1.86 | 2.04 | 0.76 | 0.84 | 0.57 | 0.46 | 1.19 | 1.29 | 2.16 | 1.15 | 4.47 | 2.74 |
Data as of 07/25/2025, AR inception is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOFX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R5) |
-4.44%
Mar 2017 - Mar 2020 |
-1.54%
Mar 2015 - Mar 2020 |
5.18%
Apr 2015 - Apr 2025 |
5.30%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOFX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS R5) |
29.59%
Feb 2009 - Feb 2012 |
26.20%
Feb 2009 - Feb 2014 |
15.20%
Feb 2009 - Feb 2019 |
12.13%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart