Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THOIX (THORNBURG GLOBAL OPPORTUNITIES FUND THORNBURG GLOBAL OPPORTUNITIES FUND - CLASS I) | 20.46% | 16.95% | 15.89% | 9.73% | 6.47% | 10.00% | NA | 9.61% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | 16.95 | 15.89 | 9.73 | 6.47 | 10.00 | NA | 9.61 | 20.46 | 10.20 | 12.08 | -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 | 0.91 | 0.82 | 0.50 | 0.28 | NA | NA | 0.42 | 2.37 | 0.33 | 0.58 | -0.68 | 0.11 | 0.43 | 1.99 | -1.45 | 2.79 | 0.22 | 0.10 | 1.65 | 2.62 | 1.60 | -0.30 | 0.84 | 1.93 | -1.36 | 1.83 | 9.56 |
| Standard Deviation(%) | NA | 15.04 | 14.84 | 16.36 | 17.93 | NA | NA | 19.07 | 17.73 | 10.91 | 13.67 | 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 | 13.71 | 13.71 | 31.04 | 35.22 | NA | NA | 64.57 | 13.71 | 8.23 | 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 | 2.84 | 2.53 | 1.98 | 1.72 | 2.96 | 3.18 | 3.53 | 0.00 | 3.22 | 2.36 | 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 07/03/2025, AR inception 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 |
5.18%
Apr 2015 - Apr 2025 |
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 |
12.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart