Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOFX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS R5) | 14.07% | 39.18% | 26.07% | 10.58% | 10.97% | 10.46% | NA | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 39.18 | 26.07 | 10.58 | 10.97 | 10.46 | NA | … | … | 14.07 | 41.07 | 13.04 | 16.26 | -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 | 3.41 | 1.82 | 0.52 | 0.53 | NA | NA | … | … | 2.62 | 2.68 | 0.87 | 0.98 | -0.68 | 0.11 | 0.43 | 1.98 | -1.46 | 2.77 | 0.22 | 0.10 | 1.65 | 2.61 | 1.59 | -0.30 | 0.76 | 1.93 | -1.29 |
| Standard Deviation(%) | NA | 10.99 | 12.57 | 15.50 | 17.35 | NA | NA | … | … | 12.67 | 14.32 | 10.87 | 12.98 | 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 | 8.60 | 13.73 | 31.04 | 35.22 | NA | NA | … | … | 8.60 | 13.73 | 7.43 | 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 | 7.33 | 7.21 | 3.97 | 3.84 | 4.19 | 3.36 | … | … | 0.00 | 8.48 | 6.07 | 6.19 | 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 06/04/2026, Common starting date 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 |
5.38%
Oct 2013 – Oct 2023 |
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 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart