Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THOIX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS I) | 14.07% | 39.19% | 26.08% | 10.58% | 10.97% | 10.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THOIX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS I) | 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 (%) | 1.62 | 39.19 | 26.08 | 10.58 | 10.97 | 10.46 | NA | … | … | 14.07 | 41.04 | 13.08 | 16.26 | -12.32 | 1.89 | 14.44 | 28.74 | -20.67 | 22.03 | 4.04 | 1.46 | 18.91 | 28.76 | 22.19 | -7.27 | 16.00 | 46.66 | -47.85 | 32.52 | 27.85 |
| Sharpe Ratio | NA | 3.40 | 1.84 | 0.53 | 0.53 | NA | NA | … | … | 2.62 | 2.68 | 0.89 | 0.98 | -0.68 | 0.11 | 0.43 | 1.98 | -1.46 | 2.78 | 0.22 | 0.10 | 1.65 | 2.62 | 1.60 | -0.30 | 0.84 | 1.93 | -1.36 | 1.82 | 9.54 |
| Standard Deviation(%) | NA | 10.99 | 12.48 | 15.45 | 17.33 | NA | NA | … | … | 12.67 | 14.30 | 10.58 | 12.97 | 20.26 | 17.65 | 33.05 | 13.76 | 15.20 | 7.72 | 17.38 | 14.79 | 11.48 | 10.95 | 13.98 | 24.73 | 18.92 | 24.13 | 35.70 | 16.19 | 8.86 |
| Draw Down(%) | NA | 8.62 | 13.71 | 31.04 | 35.22 | NA | NA | … | … | 8.62 | 13.71 | 6.54 | 11.47 | 24.69 | 16.42 | 35.22 | 11.13 | 27.90 | 4.16 | 14.59 | 15.41 | 9.88 | 7.94 | 14.79 | 26.60 | 17.43 | 30.29 | 55.22 | 12.16 | 2.11 |
| Yield(%) | 0.00 | 7.34 | 7.22 | 3.98 | 3.85 | 4.20 | 5.40 | … | … | 0.00 | 8.48 | 6.09 | 6.21 | 1.25 | 1.67 | 0.27 | 1.86 | 2.04 | 0.80 | 0.86 | 0.59 | 0.48 | 1.20 | 1.29 | 2.15 | 2.38 | 4.45 | 2.52 | 4.16 | 1.43 |
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 |
|---|---|---|---|---|
| THOIX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS I) |
-8.48%
Aug 2007 – Aug 2010 |
-2.28%
Oct 2007 – Oct 2012 |
5.38%
Oct 2013 – Oct 2023 |
4.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THOIX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND – CLASS I) |
30.08%
Feb 2009 – Feb 2012 |
26.49%
Feb 2009 – Feb 2014 |
15.33%
Feb 2009 – Feb 2019 |
12.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart